Job Description
Executive Personal Assistant to Founder, Boutique Private Investment Firm, St. John’s County, Florida
A serial entrepreneur who now manages his own private boutique investment firm is looking for a “right hand” Executive Personal Assistant to manage his very busy life. The ideal candidate has at least 8 years of experience supporting a very busy HNW executive in all things administrative, understanding the “high touch” mentality necessary to flawlessly execute tasks large and small, preferably in the investment/finance space. This is a very exciting opportunity for someone who describes themselves as energetic, pro-active and trustworthy, thriving and getting satisfaction by taking as much off the principal’s plate as possible to focus on the big picture and be a trusted member of the family.
About the Job:
- Support the Founder as a true “right hand” with all day-to-day matters including managing an ever- changing calendar, scheduling meetings, personal and professional
- Prioritize emails and craft responses on his behalf
- Organize domestic/international travel arrangements with detailed itineraries, personal and professional
- Interact with key stakeholders with grace and diplomacy: craft correspondence on his behalf
- Prepare Founder for meetings including research on companies and needed collateral materials
- Expense reporting
- Be a conduit to Property Managers for multiple properties in the US
- Plan events dinners, personal and professional
- Personal work; run errands
- Ad hoc projects
- Off hour availability via cell, within reason
About You:
- A minimum of 8 years of experience as an Executive Personal Assistant supporting a high level, HNW executive at an investment/finance firm
- Bachelor’s Degree
- Very detail oriented and organized with exceptional project management skills and business acumen
- High level of integrity and discretion in handling all confidential information; high emotional and intellectual intelligence
- Excellent Microsoft Office Suite skills; tech savvy
- Excellent written and verbal communication skills
- A “youthful “spirit that thrives in an entrepreneurial environment with a “no job too small “attitude
- Salary, Discretionary Bonus, Comprehensive Health Benefits