Executive Personal Assistant to Sole Principal, Securities Brokerage firm

A sole owner of a securities brokerage and insurance firm with well-established clients and a family office is looking for an experienced and highly organized “right hand” Executive Personal Assistant. The ideal candidate has at least 5 years of experience supporting a HNW Principal, preferably in the brokerage/ finance space and will like to work at his home office on a daily basis, preferring a small office environment where you will get involved in many projects, personal and professional.

About The Job:

· Serve as the primary administrative support, “right hand” to the principal, managing his calendar, scheduling meetings and prioritizing his in-box, personal and professional.

· Manage personal and professional projects including a home construction project and house maintenance.

· Manage commercial real estate holdings

· Arrange domestic and international travel arrangements

· Craft and edit emails and other correspondence on his behalf; speak to broker dealers/clients on a regular basis; maintain client and broker dealer files; financial reporting

· Handle work with charitable organizations

· Plan dinners, events

· Track and manage deadlines, priorities, and follow-ups for the principal

· Expense reporting

· Personal work; errands and special projects

· Professional ad hoc projects

About You:

· At least 5 years of experience as an Executive Personal Assistant supporting a HNW C-Suite executive, preferably at a small finance firm or family office. Experience at a brokerage firm also highly desired

· Bachelor’s Degree; finance degree a PLUS

· Detail-oriented and organized with exceptional problem-solving skills.

· A great communicator to speak with broker dealer clients with a “high touch” service mentality.

· Proficiency in Microsoft Office Suite; Advanced Excel

· Professional, proactive with a warm, calm personality.

· A desire to work in a small home office

Compensation:
Competitive salary, annual discretionary bonus, healthcare stipend.