Executive and Personal Assistant

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Ready for a dynamic, high-trust role supporting senior executives at the heart of investment, philanthropy, and community impact? This Executive and Personal Assistant role is an exceptional chance to serve as a key partner to a visionary CEO and family with influence across private equity, charitable initiatives, and entrepreneurial ventures—all while benefiting from genuine work/life flexibility.

Why Consider This Role?

• Versatile Scope: Each week brings new projects supporting business, philanthropic, and personal domains—never a dull moment!

• Collaborative Culture: Work closely with top-tier professionals and a forward-thinking leadership team who value personal integrity, curiosity, and results.

• Flexibility: Enjoy a schedule that allows for both onsite and remote work, making this ideal for someone who values autonomy and a degree of self-direction.

• Growth and Impact: Play a pivotal role in high-stakes investment projects, educational initiatives, and family operations—your work truly matters.

• Comprehensive Benefits: Competitive annual salary, bonus eligibility, two weeks paid vacation after six months, and full medical benefits.

Key Responsibilities

• Manage complex travel logistics, event/meeting planning, and high-level calendar coordination.

• Support investment team operations, handle expense tracking, vendor/contractor communications, and basic research (including innovative AI tools).

• Interface with a network of business, philanthropic, and community leaders.

• Assist with marketing, fundraising, and the launch of educational initiatives.

• Oversee personal and family logistics—appointments, home service management, project research, and special events.

What Makes You Stand Out

• Prior experience as an Executive or Personal Assistant in a fast-paced, high-trust environment.

• Exceptional organization, judgment, and resourcefulness—someone who anticipates needs before they arise.

• Stellar written and verbal communication skills.

• Tech-savvy with advanced Microsoft Office and general IT troubleshooting abilities; experience with AI tech is a big plus.

• Bachelor’s degree preferred; affinity for research and analysis highly valued.

• Discretion, grace under pressure, and a strong sense of confidentiality.

Interested?

If you’re eager to contribute, learn, and grow in a trusted partnership with accomplished leaders—and want to be part of a supportive, values-driven environment—apply now for a conversation to learn more. Qualified candidates are encouraged to submit a resume and contact details today.

We are an equal opportunity employer who values diversity. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment.

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