Personal Assistant to Founder

3 weeks ago


New York, United States Northbound Search Full time
Job DescriptionJob Description

Job Description:

Our client is a small but successful Financial firm that operates in Connecticut. This firm has a track record of success and is seeking to bring in a talented Personal Assistant to support it's Founder and their adult children. They are seeking a hard working, flexible, and authentic individual, who knows what it means to support an executive at this level. The ideal candidate will have a strong background in personal support.

Job Responsibilities:

  • Assist with calendar management, travel arrangements, phones, and emails both personal and professional for executive and adult children.
  • Prepare for meetings by scheduling key staff and preparing materials
  • Communicate directly on behalf of the Executive
  • Liaise with Executive Assistant as needed
  • Support Executive in their personal commitments
  • Help with editing/drafting correspondence, clients, and other regular mailings
  • Work closely with Executive to inform them on upcoming commitments
  • Assist with personal matters, at time out of the estate, regarding household staff, personal appointments, wine and art inventory
  • Assist with showings of investment properties with real estate agents and manage staff
  • Complete expense reports and complete requests
  • Booking international and domestic flights on behalf of the executive

Job Requirements:

  • Undergraduate degree required
  • 4+ years of administrative support
  • Excel Savvy
  • Proficient in Microsoft Office Suite
  • Proficient in Concur software and Salesforce a plus


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