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Executive Assistant to Principal
Our client is seeking a sophisticated and highly proactive Executive Assistant to provide direct support to a senior executive and private Principal in Raleigh, North Carolina. This individual will serve as a trusted partner responsible for organizing an increasingly complex mix of executive, board, business, and personal commitments. This is a hybrid, direct hire opportunity.
Company Profile
Confidential
Executive Assistant Role
The position requires exceptional judgment, discretion, initiative, and the ability to operate with considerable autonomy.
The Executive Assistant will have significant access to the Principal's schedule and communications and must be comfortable providing structure, anticipating needs, and respectfully pushing back when priorities compete.
Manage a complex calendar encompassing executive, board, business, investment, and personal commitments.
Take ownership of scheduling and proactively identify conflicts, competing priorities, and opportunities to better organize the Principal's time.
Serve as a gatekeeper and trusted point of contact, using sound judgment to determine priorities and appropriate follow up.
Coordinate domestic travel, including commercial and private aviation, accommodations, transportation, itineraries, and schedule changes.
Assist with preparation of PowerPoint presentations, board materials, meeting packages, and executive correspondence.
Work comfortably with Excel and financial information, including basic spreadsheets, reporting, and administrative financial matters.
Coordinate with attorneys, accountants, investment advisors, executives, and other members of the Principal's professional network.
Track commitments, action items, deadlines, and follow up to ensure important matters move forward.
Manage highly confidential documents, correspondence, and sensitive personal and business information.
Provide administrative support related to the Principal's various business interests and outside activities.
Handle special projects and evolving responsibilities with limited direction.
Communicate proactively by phone, email, and in person and be comfortable picking up the phone when something needs to be resolved.
Develop a strong understanding of the Principal's preferences, priorities, communication style, and working habits.
Provide thoughtful guardrails around the Principal's schedule and be confident enough to recommend when commitments should be delegated, declined, or reprioritized.
Maintain flexibility as the position and the Principal's professional responsibilities continue to evolve.
Executive Assistant Background Profile
5+ years of progressive Executive Assistant, Senior Executive Assistant, Executive Business Partner, or comparable executive support experience preferred.
Experience supporting a CEO, C Suite executive, founder, private Principal, UHNW individual, or family office strongly preferred.
Advanced organizational and calendar management skills.
Strong Microsoft Office 365 skills, particularly PowerPoint and Excel.
Comfort working with financial information; bookkeeping or accounting exposure is a plus.
Experience preparing or coordinating executive presentations and board materials strongly preferred.
Exceptional discretion and demonstrated experience handling confidential information.
Strong business judgment and ability to make decisions independently.
Highly proactive and comfortable taking action without waiting for detailed instructions.
Polished written and verbal communication skills.
Confident communicating with senior executives, attorneys, accountants, financial advisors, and other sophisticated stakeholders.
Able to respectfully challenge or push back on an executive when necessary.
Mature, composed, personable, and professional.
Comfortable working in an environment where priorities and responsibilities may evolve.
Features and Benefits:
Company pays 85% of Healthcare benefits
401k Plan with 5% match
Unlimited PTO
Parental Leave for Mom and Dad
Paid care giver leave
Family forming benefits
Employee Assistance Programs
Short term and long-term disability coverage
Life and AD&D coverage