Job Description

Executive Personal Assistant to Sole Principal, Securities Brokerage and Insurance Firm/Family Office, Mamaroneck, NY, In–Person, 5 Days

A sole owner of a securities brokerage and insurance firm with well-established clients and a family office is looking for an experienced and highly organized “right hand” Executive Personal Assistant. The ideal candidate has at least 5 years of experience supporting a HNW Principal, preferably in the brokerage/ finance space and will like to work at his home office on a daily basis, preferring a small office environment where you will get involved in many projects, personal and professional.

About The Job:

• Serve as the primary administrative support, “right hand” to the principal, managing his calendar, scheduling meetings and prioritizing his in-box, personal and professional.
• Manage personal and professional projects including a home construction project and house maintenance.
• Manage commercial real estate holdings
• Arrange domestic and international travel arrangements
• Craft and edit emails and other correspondence on his behalf; speak to broker dealers/clients on a regular basis; maintain client and broker dealer files; financial reporting
• Handle work with charitable organizations
• Plan dinners, events
• Track and manage deadlines, priorities, and follow-ups for the principal
• Expense reporting
• Personal work; errands and special projects
• Professional ad hoc projects

About You:

• At least 5 years of experience as an Executive Personal Assistant supporting a HNW C-Suite executive, preferably at a small finance firm or family office. Experience at a brokerage firm also highly desired
• Bachelor’s Degree; finance degree a PLUS
• Detail-oriented and organized with exceptional problem-solving skills.
• A great communicator to speak with broker dealer clients with a “high touch” service mentality.
• Proficiency in Microsoft Office Suite; Advanced Excel
• Professional, proactive with a warm, calm personality.
• A desire to work in a small home office

Compensation:

Competitive salary, annual discretionary bonus, healthcare stipend.

Job Tags

Similar Jobs