Job Description

Responsibilities:

• Provide dedicated executive, operational, and administrative support to a Founder & Entrepreneur managing multiple business ventures and personal priorities.
• Manage calendar scheduling, meeting coordination, and day-to-day administrative support across business and personal priorities.
• Coordinate end-to-end travel arrangements, including flights, hotels, ground transportation, itineraries, and reservations.
• Serve as a point of contact for vendors, contractors, service providers, and routine partner communications.
• Track business operations, including invoicing, expenses, contractor payments, subscriptions, renewals, and reimbursements.
• Support light financial administration, including bill payments, Zelle payments, expense tracking, and management of a small personal checking account.
• Interface with accounting, wealth management, and financial advisory teams by gathering documents, fielding requests, and ensuring timely follow-through.
• Help coordinate small teams across multiple businesses by managing meeting cadence, follow-ups, and light project management.
• Document, organize, and improve recurring processes to create structure and keep operations running smoothly.
• Support vendor and household management needs, including coordinating service providers and handling related logistics as needed.

• 3+ years of experience in an executive assistant, operations, business management, family office, chief of staff, or similar support role.
• Comfortable working fully remote with Principal mainly running on East Coast hours
• Highly organized, proactive, and resourceful, with the ability to figure out unfamiliar tasks quickly and independently.
• Strong written and verbal communication skills, with the ability to draft clear vendor emails, contractor briefs, and professional follow-ups.
• Comfortable with basic financial workflows, including expense tracking, invoices, payments, reimbursements, and coordination with accountants or financial advisors.
• Tech-fluent and comfortable using Google Workspace, Notion or similar tools, scheduling platforms, travel tools, and AI tools such as ChatGPT or Claude.
• Able to learn new systems quickly and use technology to improve organization, communication, and workflow efficiency.
• Comfortable managing contractors, vendors, service providers, and small remote teams.
• Discreet, dependable, and able to handle sensitive personal, business, and financial information with sound judgment.
• Prior experience supporting an entrepreneur, founder, principal, or executive in a tech or fast-moving business environment is preferred.
• Exposure to family office, wealth management, light bookkeeping, or financial coordination is a plus.
• Experience coordinating with accountants, financial advisors, or external financial partners is a plus.
• Experience managing contractors or small distributed teams is a plus.