C-SUITE ASSISTANTS
Overview
Executive Personal Assistant to Sole Principal, Securities Brokerage and Insurance Firm/Family Office, Mamaroneck, NY, In–Person, 5 Days
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.
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
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
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.
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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.
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
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
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.
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