Executive Assistant to Managing Partner

Role Overview

Job Type:
Full time

Position Location:

Remote (based on Pacific Time zone hours)

The Executive Assistant to the Managing Partner is a highly trusted operational partner responsible for keeping executive priorities, client‑facing workflows, business development initiatives, meetings, travel, events, financial administration, and special projects moving seamlessly. This role is best suited for an individual who thrives in a high‑performance, fast‑paced professional services environment where urgency, exceptional attention to detail, and flawless execution are expected every day.

The Managing Partner operates with high standards for accuracy, responsiveness, organization, and efficiency. Success in this role requires the ability to anticipate needs, exercise sound judgment, manage multiple competing priorities simultaneously, and consistently deliver high‑quality work with minimal oversight. The ideal candidate remains calm under pressure, adapts quickly to changing priorities, communicates proactively, and takes pride in maintaining exceptional attention to detail.

While the position generally follows standard business hours, executive priorities, client needs, transactions, and special projects may occasionally require flexibility outside of traditional working hours. This role is ideal for someone who enjoys being an indispensable partner to leadership and is motivated by supporting a growing, high‑performing organization.

• Executive & Personal Support
  • Manage complex calendars and coordinate internal and external meetings.
  • Prioritize competing scheduling requests and optimize executive time.
  • Inbox management. Manage high‑volume inboxes across multiple accounts, ensuring professional communications and coordinating timely responses, and tracking follow‑ups.
  • Coordinate meetings with clients, prospects, referral partners, business relationships, and internal team members.
  • Prepare agendas, track follow‑up items, and ensure execution on key action items.
  • Serve as a central point of coordination between leadership and internal teams.
  • Coordinate document execution through electronic signature platforms.
  • Provide personal administrative support, exercising sound judgment and discretion.
• Business Development & Sales Support
  • Coordinate meetings, calls, and follow‑up activities for business development initiatives.
  • Support the maintenance of relationships with referral partners, prospects, and clients.
  • Schedule introductory meetings and manage outreach logistics.
  • Maintain Hub Spot CRM records on behalf of the Managing Partner, ensuring contact information, call summaries, follow‑up tasks, next steps, and deal information are current, accurate, and actionable.
  • Monitor follow‑up requirements and ensure timely responses.
  • Organize gifts, including holiday gifts, and manage related logistics.
  • Maintain operational records and help improve recurring workflows across the firm.
• Event, Travel & Meeting Logistics
  • Coordinate business and personal travel arrangements including flights, hotels, restaurants, transportation, and itineraries.
  • Support Managing Partner during travel by handling schedule changes and travel‑related issues.
  • Organize dinners, networking events, conferences, and internal meetings.
  • Support planning, arrangements, logistics, vendor management for quarterly company offsites.
  • Manage restaurant reservations, venue coordination, attendee logistics, and event communications.
  • Ensure seamless execution of in‑person and virtual meetings.
• Other Personal Assistant Support
  • Coordinate vendor management and scheduling for personal services as needed.
  • Provide administrative oversight for personal or sensitive documents with a high degree of confidentiality.
  • Support administrative coordination related to risk and compliance matters such as taxes, insurance, and related records.

Required:

• 5+ years of experience in executive support, operations, project coordination, client services, business administration, or a related role.
• Exceptional organizational and project management skills.
• Strong written and verbal communication abilities.
• Ability to manage multiple priorities simultaneously while…