Executive Assistant

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  Calendar and Scheduling Management - coordinating meetings across multiple organizations, clients, and advisors

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  Email and Communication Management - responding directly to scheduling and administrative matters

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  Travel Coordination - coordinating commercial travel, including flights, hotels, and ground transportation

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  Document and Information Management

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  Administrative Coordination

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  Meeting Preparation - preparing briefing materials, ensuring Director is informed and prepared for upcoming meetings

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  Team Support - Supporting other Wealth team members as needed

• Exceptional organizational discipline

• High responsiveness and reliability

• Strong judgment in prioritization and scheduling decisions

• Comfortable handling confidential financial, legal, and estate planning information

• Positive and professional personality

• Strong interpersonal skills when interacting with clients and colleagues

• Ability to work independently with minimal direction

• Minimum of 10 years of Executive Assistant experience

• Prior experience supporting senior executives or founders

• Demonstrated ability to manage complex schedules and high-volume communications

• Experience working in environments requiring strict confidentiality

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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

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