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Role Overview

We are seeking a polished, highly capable Executive Assistant to serve as the right-hand partner to our founder within a highly regulated financial services environment (FINRA, SEC). This is not a traditional support role. You will be a trusted extension of leadership, managing complex priorities, interacting directly with ultra-high-net-worth clients, and helping drive the business forward. For the right person, this position offers a clear growth path into a Chief of Staff role. If you bring a background in finance, legal, or private equity, carry yourself with executive presence, and can point to measurable results from your past work, we want to hear from you.

What You'll Do

• Act as the founder's primary point of contact and right-hand partner, anticipating needs and proactively managing priorities, schedules, and commitments.

• Represent the company in client-facing interactions with ultra-high-net-worth individuals and families, delivering a discreet, white-glove experience at every touchpoint.

• Manage complex calendars, travel, meetings, and correspondence with precision and confidentiality.

• Oversee client and business account management, keeping records accurate and up to date in Salesforce.

• Prepare polished presentations, reports, briefing materials, and documents using Microsoft Office.

• Support compliance-conscious workflows, ensuring documentation and communications meet the standards of a regulated financial environment.

• Coordinate cross-functional projects and follow through on action items to keep leadership initiatives on track.

• Handle sensitive and confidential information with the highest level of integrity and judgment.

• Take on increasing strategic responsibility over time, supporting operations, planning, and decision-making in preparation for a Chief of Staff role.

Required Qualifications

• Executive Assistant experience within a reputable finance, legal, or private equity firm is required.

• Proven ability to quantify and substantiate your accomplishments with concrete examples and measurable outcomes.

• Strong executive presence and a polished, professional demeanor suited to engaging with high-net-worth clients.

• Advanced proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint).

• Hands-on experience with Salesforce and business account management.

• Exceptional written and verbal communication skills.

• Demonstrated discretion in handling confidential and sensitive information.

• Highly organized, detail-oriented, and able to manage competing priorities in a fast-paced environment.

• Ability to work on-site in Boca Raton, FL four days per week, with the opportunity to move toward a hybrid schedule over time.

Nice to Have

• Experience supporting leadership in a FINRA- or SEC-regulated environment.

• Background in wealth management, family office, or private client services.

• Exposure to Chief of Staff, operations, or project management responsibilities.

• Familiarity with compliance processes and regulatory documentation.

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