Financial Advisory - Executive Assistant

Lead with Purpose. Partner with Impact.

Curo Private Wealth, with offices in Reston, VA, Richmond, VA and Rockville, MD, is seeking an experienced Executive Assistant to provide high-level administrative and operational support to senior executives and the firm. If you thrive in a fast-paced environment and are highly organized and resourceful, this role could be for you! The Executive Assistant serves as a trusted partner to the firm’s leaders by managing email communication, coordinating complex calendars, arranging business travel and events, and preparing and managing expense reports.

This role supports the leaders’ effectiveness by protecting time, facilitating communication, anticipating needs, maintaining confidentiality, and ensuring that commitments and follow-up items are completed accurately and on time. The Executive Assistant also works closely with team members, vendors, and other stakeholders to provide polished, responsive, and professional support. This is a remote part-time position.

• Manages the executive’s complex calendar, including scheduling, prioritizing, and coordinating internal and external meetings, appointments, and commitments.
• Proactively resolves scheduling conflicts, protects time for high-priority work, and adjusts the calendar as priorities change.
• Coordinates meeting logistics, including invitations, locations, virtual meeting links, materials, technology needs, and catering when applicable.
• Prepares agendas, briefing materials, presentations, and other documents to ensure the executive is prepared for meetings and events.
• Tracks commitments, decisions, and action items and follows up with appropriate parties to support timely completion.
• Screens and prioritizes requests for the executive’s time and attention, using sound judgment and an understanding of firm priorities.

• Plans and books domestic and international business travel, including air, rail, lodging, ground transportation, and other required arrangements.
• Ensures the executive has confirmations, schedules, contact information, and supporting materials.
• Monitors travel arrangements and responds promptly to delays, cancellations, and other itinerary changes.
• Coordinates lunches/meetings with COIs and other external partners
• Coordinates executive participation in conferences, client events, leadership meetings, team events, and other business functions.
• Partners with internal team members and external vendors to manage event logistics, registrations, contracts, materials, and deadlines.

• Prepares, submits, and manages expense reports accurately and within required deadlines.
• Reconciles receipts and transactions, identifies missing documentation, and resolves discrepancies in coordination with the executive and Kestra Accounts Payable.
• Maintains organized records for travel, events, invoices, reimbursements, and business expenses.
• Processes invoices, registrations, memberships, licensing and other executive-related administrative requests as assigned.

• Serves as a professional and responsive point of contact for clients, vendors, and other stakeholders interacting with the executive.
• Drafts, reviews, and coordinates correspondence and communications on behalf of the executive as appropriate.
• Handles confidential, sensitive, and proprietary information with a high degree of discretion and professionalism.
• Builds effective working relationships across the firm and communicates proactively to prevent delays or missed commitments.
• Anticipates the executive’s needs and addresses routine matters independently while escalating issues…