Strategic Assistant - 18442

• Monitor ongoing initiatives and identify when new ideas may dilute or disrupt existing priorities

• Maintain visibility into ongoing work streams and ensure priorities remain aligned

• Track open loops across team members, clients, and advisors to ensure nothing falls through the cracks

• Work closely with internal team members to maintain awareness of what is active, stalled, or completed

• Provide operational support by coordinating with internal team members and ensuring key tasks move forward

• Identify potential bottlenecks or gaps and resolve them proactively

• Maintain clarity around responsibilities and progress across ongoing initiatives

• Act as a trusted advisor who can push back when priorities drift or attention becomes fragmented

• Provide honest feedback and challenge decisions when necessary to protect strategic focus

• Help maintain discipline around commitments and priorities

In addition to business responsibilities, this role also supports aspects of the executive’s personal and family life by managing logistics and preventing avoidable decisions from reaching the executive.

• Manage relationships with household vendors and service providers, including:

  • Property management or rental agencies

  • Tradespeople and home maintenance services

  • Household repair coordination

• Ensure home-related issues are resolved without requiring executive involvement

• Maintain visibility into the family calendar and key personal commitments

• Flag potential conflicts between business obligations and important family moments

• Coordinate schedules to ensure personal commitments are honored

• Research and plan larger family-related initiatives such as:

  • Travel

  • Summer activities

  • School-related transitions

• Present clear recommendations rather than lists of options

• Execute plans once decisions are approved

The goal is to ensure the executive can be present with family without needing to manage logistics or react to avoidable issues.

• Experience supporting a founder, CEO, or senior executive in a high-trust environment

• Strong ability to manage executive communications and complex calendars

• Exceptional organizational and prioritization skills

• Ability to track multiple workstreams and maintain visibility across ongoing initiatives

• Strong written and verbal communication skills

• High level of discretion, professionalism, and sound judgment

The ideal Strategic Assistant demonstrates:

• Anticipates needs and resolves issues before they escalate

• Understands the executive’s priorities and protects them from distractions

• Comfortable challenging decisions or redirecting attention when priorities drift

• Able to track and manage multiple ongoing responsibilities with precision

• Maintains complete confidentiality and professional judgment

The right candidate will take ownership quickly rather than waiting for direction. Success in this role comes from proactively managing priorities and protecting the executive’s focus.

The assistant will have both the access and the authority to provide candid feedback, redirect attention when necessary, and ensure commitments remain aligned with strategic goals.

Those who succeed in this role are independent thinkers who take initiative rather than waiting for instructions.