• Responsible for heavy calendar management, requiring interaction with both internal and external executives, assistants and clients to coordinate a variety of complex executive meetings. Manages and updates CEO’s outlook contacts/address book.
• Greet/screen CEO’s telephone calls and visitors.
• Handle all travel arrangements (business and personal/commercial and private).
• Communicate and handle incoming and outgoing telephone and electronic communications on behalf of the CEO.
• Act as a representative of CEO, demonstrating superior judgment with both internal and external contacts.
• Compose and type reports, memos and letters from dictation or verbal direction.
• Maintain CEO’s office with uniformity and organization that creates an image of professionalism.
• Run personal errands and manage multiple personal files and tasks for the CEO, with the utmost privacy and professionalism.
• Utilize firm-mandated communications vehicles for consistency and accessibility (email, Teams, Zoom)
• CRM, Excel and Mail Merge experience required
• Responsible for annual holiday mailing and regular client gift mailings

Soft skills

• Good with knowing how to prioritize and sense of urgency
• Efficient and accurate; gets the job done
• Not overly emotional
• Good sense of humor
• No ego or sense of entitlement working for the CEO
• Patient, methodical
• Strong gatekeeping abilities
• Excellent Outlook, Excel, Word skills
• Self-motivated and proactive
• Excellent with travel itineraries for commercial and private scheduling
• Create good relationships with other office staff/assistants
• Comfortable and professional around UHNW clientele

This position is office based, 5 days/week, in Westwood

Monday-Friday 40 hours (some occasional after hours calls)

Generous yearly bonus

Benefits – TBD

Salary – DOE