СШАExecutive Assistant
2 нед. назад
85k–120k USD / годСШАOnsite
salesforcemicrosoft office
Executive Assistant to the founder in a financial services environment, managing priorities and client interactions with growth potential to Chief of Staff.
Обязанности
- We are seeking a polished, highly capable Executive Assistant to serve as the right-hand partner to our founder within a highly regulated financial services environment (FINRA, SEC). This is not a traditional support role. You will be a trusted extension of leadership, managing complex priorities, interacting directly with ultra-high-net-worth clients, and helping drive the business forward. For the right person, this position offers a clear growth path into a Chief of Staff role. If you bring a background in finance, legal, or private equity, carry yourself with executive presence, and can point to measurable results from your past work, we want to hear from you.
- Act as the founder's primary point of contact and right-hand partner, anticipating needs and proactively managing priorities, schedules, and commitments.
- Represent the company in client-facing interactions with ultra-high-net-worth individuals and families, delivering a discreet, white-glove experience at every touchpoint.
- Manage complex calendars, travel, meetings, and correspondence with precision and confidentiality.
- Oversee client and business account management, keeping records accurate and up to date in Salesforce.
- Prepare polished presentations, reports, briefing materials, and documents using Microsoft Office.
- Support compliance-conscious workflows, ensuring documentation and communications meet the standards of a regulated financial environment.
- Coordinate cross-functional projects and follow through on action items to keep leadership initiatives on track.
- Handle sensitive and confidential information with the highest level of integrity and judgment.
- Take on increasing strategic responsibility over time, supporting operations, planning, and decision-making in preparation for a Chief of Staff role.
Требования
- Executive Assistant experience within a reputable finance, legal, or private equity firm is required.
- Proven ability to quantify and substantiate your accomplishments with concrete examples and measurable outcomes.
- Strong executive presence and a polished, professional demeanor suited to engaging with high-net-worth clients.
- Advanced proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint).
- Hands-on experience with Salesforce and business account management.
- Exceptional written and verbal communication skills.
- Demonstrated discretion in handling confidential and sensitive information.
- Highly organized, detail-oriented, and able to manage competing priorities in a fast-paced environment.
- Ability to work on-site in Boca Raton, FL four days per week, with the opportunity to move toward a hybrid schedule over time.
Будет плюсом
- Experience supporting leadership in a FINRA- or SEC-regulated environment.
- Background in wealth management, family office, or private client services.
- Exposure to Chief of Staff, operations, or project management responsibilities.
- Familiarity with compliance processes and regulatory documentation.
- We connect top talent with vetted employers, competitive pay, and real growth opportunities.
Другое
- Join Hire Hangar and work with fast-growing global companies while building a long-term career.