Senior Executive Assistant

Role Overview

• Manage the principal's calendar, priorities, and daily workflow.
• Coordinate meetings, appointments, and travel arrangements.
• Monitor schedules and proactively remind the principal of upcoming commitments.
• Prepare meeting summaries, action items, and follow-up communications.
• Screen incoming requests and prioritize urgent matters.
• Act as the primary point of coordination for day-to-day executive support.
• Carry out due diligence and information gathering for business initiatives and investments.
• Solve problems independently by identifying the best available solutions.
• Conduct thorough research on vendors, products, services, and business opportunities.
• Source and compare suppliers, contractors, and specialist service providers.
• Present concise recommendations with pricing, timelines, pros and cons to enable informed decision-making.
• Provide operational support across the family office.
• Coordinate documentation, contracts, and administrative processes.
• Assist with opening financial and trading accounts, ensuring paperwork is completed accurately.
• Maintain organized records and confidential documentation.
• Support operational projects from planning through execution.
• Manage multiple projects simultaneously while keeping stakeholders informed.
• Coordinate with vendors, consultants, and external service providers.
• Track deadlines and ensure projects progress on schedule.
• Source highly specialized service providers when required.
• Coordinate travel, dining reservations, appointments, and lifestyle requests.
• Research and secure difficult-to-obtain reservations, services, or experiences.
• Handle personal errands and administrative tasks with professionalism and discretion.
• Anticipate personal needs and proactively provide solutions.
• Monitor pre-defined market alerts and notify the principal immediately when action may be required.
• Follow established procedures regarding trading thresholds and priority notifications.
• Escalate urgent matters until they receive a response.
• Support administrative requirements related to investment activities.

Requirements

• Resourceful, independent, and naturally curious.
• An excellent researcher who enjoys solving problems.
• Calm under pressure with strong judgment.
• Patient, adaptable, and an exceptional listener.
• Comfortable supporting high-performing entrepreneurs and executives.
• Confident making recommendations without making assumptions.
• Tech-savvy and quick to learn new systems.
• Professional, discreet, and trustworthy with confidential information.
• Exceptionally organized with outstanding attention to detail.
• Highly proactive and able to anticipate needs before being asked.
• Comfortable managing multiple priorities in a fast-paced environment.
• Experience in one or more of the following areas is highly desirable:
• Senior Executive Assistant supporting founders, CEOs, or entrepreneurs
• Family office administration
• Private wealth or investment firms
• Financial services or capital markets
• Operations or project management
• High-end concierge or luxury lifestyle management
• Knowledge of financial markets, investment terminology, or trading platforms is highly advantageous but not essential.

Benefits

• 100% REMOTE
• $50 birthday bonus
• $200 testimonial bonus
• $500 entry monthly raffle
• NO TRACKER. NO PROBLEM