Associate | Executive Operations

Description · Administrative Support for the President of the Firm o Calendar Management: Schedule and coordinate meetings, calls, and travel for the President. Ensure preparation for meetings, presentations, and other key engagements. o Email and Correspondence: Manage incoming emails and communications. o Document Preparation: Prepare reports, presentations, and business documents as needed. · Travel & Expense Management o Arrange and manage international and domestic travel for the President including flights, accommodations and ground travel o Oversee expense reporting and compliance with firm policies · Confidentiality: Handle sensitive information with the utmost discretion and confidentiality. · Tracking & Documentation o Maintain accurate records of client interactions, activities, and meetings in CRM systems, ensuring timely and compliant documentation. · Collaboration and Professional Development o Participate in team projects, business initiatives, and continuous training opportunities to enhance skills and industry knowledge. Requirements · Excellent organizational skills with keen attention to detail and the ability to prioritize tasks. · Strong communication skills, both written and verbal. · Expertise in Microsoft Office Suite (Excel, PowerPoint, Word) · Salesforce experience preferred. · Bachelor’s degree is preferred. · 1-3 years professional experience is preferred. · Familiarity with financial terminology and basic wealth management principles.