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

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