• Work inside shared systems, direct communication, and frequent feedback • Make the Principal’s life easier, protect his time, reduce friction, and help the Family Office team keep everything moving

• Provide administrative support to executive leadership and senior management • Manage executive calendars, schedule virtual meetings, and coordinate appointments • Prepare, organize, and maintain confidential files, reports, and company records • Monitor office workflows and ensure administrative tasks are completed accurately and on time • Draft correspondence, reports, meeting agendas, and presentations • Coordinate communication between executives, employees, clients, and external partners • Track projects, deadlines, and follow-up items for executive leadership • Maintain electronic filing systems and company databases • Assist with travel arrangements, expense reports, and meeting logistics when required • Support virtual meetings by preparing materials and recording meeting notes • Perform data entry, document management, and other administrative duties as assigned • Ensure confidentiality while handling sensitive business information

Role Description Your future role at a glance - Prepare or coordinate the preparation of correspondence, forms, reports, presentation materials and other written communications as required. - Schedule and coordinate meetings, conferences, special events, appointments and travel arrangements. - Prepare, process and edit financial or operational information, data and documents, including materials necessary for meetings, special projects and reports. - Attend meetings, keep records of all proceedings and act as custodian for all related documentation. - Prepare and distribute subsequent correspondence as needed, and follow up on action items to ensure completion. - Maintain assigned calendar(s). Qualifications - High School diploma equivalency OR 1 year of applicable cumulative job specific experience required. - Required professional licensure/certification can be used in lieu of education or experience, if applicable. Requirements - Minimum of two years of experience in a fast-paced environment, supporting senior executives. - Expert proficiency in email, calendar, expense processing and travel technology solutions. - Experience working in the Google Suite and Microsoft Excel. - Experience prioritizing multiple functions, tasks, and managing work time efficiently while maintaining confidentiality. Benefits - Paid time off (PTO) - Various health insurance options & wellness plans - Retirement benefits including employer match plans - Long-term & short-term disability - Employee assistance programs (EAP) - Parental leave & adoption assistance - Tuition reimbursement - Ways to give back to your community

• Support our growing team by streamlining daily operations • Communicate with clients directly • Provide assistance in various administrative tasks