Job Description
We are looking for a sharp, entrepreneurial Executive Assistant to work directly alongside our Founder and CEO across two affiliated firms: A registered portfolio management and investment fund management firm, our financial planning practice. This is a high-trust, high-autonomy role for someone who runs ahead of problems, guards the CEO’s time fiercely, and makes sound calls without waiting to be told.
You will be the operational right hand to the CEO. Roughly 70% of the work supports the business across both firms; the remaining 30% keeps the CEO’s personal life organized and running smoothly. We value judgment over task-taking. If you like structure, move fast, and want real ownership, you will do well here.
Time and priority guardianship
- Own the CEO’s calendar across both firms and two Microsoft 365 environments, protecting deep-work time and deciding what earns a place on the schedule.
- Triage incoming meeting and call requests: judge i...