Job Description

Executive Assistant on Executive Team to Principal, Family Office, Remote/Eastern Standard Time Only

A UHNW principal is seeking a highly skilled Executive Assistant to provide comprehensive support in a remote role for Eastern Time Zone candidates only . The Executive Assistant will work collaboratively with another EA who has supported the principal for over 10 years , ensuring seamless coordination across personal and professional priorities. This position requires over 5 years of experience supporting a key executive in the finance space , preferably in a small or mid-sized company, has advanced Excel skills (VLOOKUP, Pivot Tables). Prior financial analyst experience is highly desired . The ideal candidate is resourceful, detail-oriented, and eager to enhance workflow efficiency, including through AI-driven process improvements .

About the Job:

• Collaborate with the existing EA to manage complex calendars , coordinate personal and professional schedules, and prioritize commitments.
• Arrange and confirm domestic and international travel with detailed itineraries.
• Assist in handling HR functions , including onboarding, payroll processing, and benefits coordination.
• Draft and manage email correspondence, prioritizing incoming messages for the principal.
• Prepare and maintain detailed spreadsheets, financial summaries, and reports using advanced Excel functions ; support financial analysis as needed.
• Manage and update documents using Google Suite and Google Sheets .
• Participate in process improvement initiatives, exploring and implementing AI tools where beneficial.
• Coordinate special projects, events, and ad hoc assignments.
• Maintain off-hour availability via cell when necessary .

About You:

• Minimum 5 years of Executive Assistant experience supporting a senior executive, preferably in the finance sector and within a small to mid-sized company.
• Prior financial analyst experience highly preferred .
• Advanced proficiency in Microsoft Excel (VLOOKUP, Pivot Tables) and strong skills in Word, PowerPoint, and Outlook.
• Proficiency with Google Suite (Docs, Sheets, Drive, Calendar) and enthusiasm for learning AI-based productivity tools.
• Strong written and verbal communication skills; able to write and edit correspondence with accuracy and professionalism.
• High degree of discretion, integrity, and confidentiality .
• Experience working remotely with success a PLUS
• Exceptional organizational and time management skills; able to manage multiple priorities in a fast-paced environment.
• A proactive, solutions-oriented mindset and the ability to work collaboratively in a team-oriented setting.

Compensation: Competitive base salary plus discretionary bonus; health care stipend per pay period.

Job Tags

Similar Jobs