Personal Assistant to Managing Partner

We are a family-founded and family-led financial services firm specializing in retirement planning and portfolio management. The firm has grown to a close-knit team of professionals who treat clients with the same care and respect as family. We focuses on helping individuals, business owners, and families achieve their retirement and wealth goals through personalized planning and proprietary investment models tailored to each client’s circumstances, risk tolerance, and time horizon.

• Manage the Managing Partner's calendar, appointments, and scheduling priorities
• Coordinate meetings, travel arrangements, and special events
• Screen and prioritize phone calls, emails, and correspondence
• Prepare meeting materials and confidential documents
• Assist with personal scheduling and administrative responsibilities as needed
• Coordinate meetings with clients, business partners, and internal team members
• Handle confidential and sensitive information with the highest level of professionalism
• Anticipate needs and proactively resolve scheduling or administrative challenges
• Support special projects and strategic initiatives as assigned

• Serve as the primary backup to the Client Experience during absences, breaks, and high-volume periods
• Welcome clients and visitors with professionalism, warmth, and enthusiasm
• Answer and direct incoming phone calls
• Prepare conference rooms for client meetings
• Ensure guests receive an exceptional experience from arrival through departure
• Assist with scheduling client appointments and maintaining calendars when needed

• Assist with office operations and administrative projectslet
• Coordinate vendors, deliveries, and office supplies
• Maintain organized electronic and physical files
• Assist with event planning, seminars, and client appreciation events
• Identify opportunities to improve office efficiency and administrative processes

• Three or more years of experience supporting executives, business owners, or senior leadership
• Experience as a Personal Assistant or Administrative Professional
• Exceptional organizational and time management skills
• Outstanding written and verbal communication abilities
• Ability to manage multiple priorities with professionalism and accuracy
• High level of discretion and confidentiality
• Strong proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint, and Teams)

• Experience supporting executives in financial services or another professional services environment
• Experience using Salesforce or other CRM platforms
• Event planning or project coordination experience
• Technology savvy with the ability to quickly learn new systems

The ideal candidate is someone who:

• Enjoys making other people's lives easier
• Anticipates needs before they become requests
• Thrives in a fast-paced, ever-changing environment
• Is resourceful, dependable, and solutions-oriented
• Maintains absolute confidentiality and professionalism
• Communicates with confidence and warmth
• Builds positive relationships with clients, vendors, and team members
• Takes ownership of responsibilities and follows through consistently
• Represents with professionalism and pride

We offer a competitive compensation package that includes:

• Competitive salary based on experience
• Performance-based bonus opportunities
• Retirement plan with employer contributions
• Health and wellness allowance credit
• Paid time off (PTO) and ten (10) paid holidays
• A collaborative and supportive team environment
• Opportunities for long-term career growth