Executive Assistant

This role focuses on providing dedicated support to the Managing Director in all tasks associated with the success of a dynamic and evolving wealth management/family office. The Executive Assistant will play a pivotal role in ensuring the seamless execution of day-to-day responsibilities while also contributing to broader initiatives, such as managing real estate properties, supporting key team members, and facilitating charitable activities.

This is a hands-on position offering the opportunity to work closely with a high-energy Managing Director. For an ambitious candidate, there is ample potential to take on challenging projects, expand responsibilities, and grow within the organization.

Key Responsibilities:

1. Team Support: Manage day-to-day tasks and schedules for select team members.
2. Foundation Support: Assist with charitable activities, including donation management and stakeholder engagement.
3. Real Estate Assistance: Support the management of real estate assets, including tenant communications, lease coordination, and property management.
4. Analysis and Recommendations: Perform data analysis and present findings to the Managing Director and team.
5. Document Management: Draft, edit, format, and organize internal documents and maintain the office database.
6. Travel and Event Coordination: Occasionally arrange travel for the Managing Director and key stakeholders; support planning and coordination of off-site events.
7. Administrative Excellence: Provide administrative support, including calendar management, meeting preparation, and note-taking.
8. Technical Proficiency: Utilize tools such as Google Suite, Dropbox, and Microsoft Office Suite to manage tasks efficiently.