Key Responsibilities:
Executive Support & Calendar Management
• Serve as the administrative contact for executive leadership, managing complex calendars, meeting logistics, and scheduling needs with discretion and foresight.
• Anticipate scheduling conflicts and proactively communicate solutions to ensure seamless daily operations.
• Coordinate client and team meetings, including in-person, phone, and virtual appointments, with clear documentation and reminders.
• Maintain timely communication, following up on appointments, reschedules, and missed meetings to ensure a consistent experience with internal and external contacts.
• Schedule meetings for other SFA team members, as applicable.
Operations & Office Administration
• Act as a first point of contact for visitors and clients with professionalism, warmth, and discretion.
• Perform tasks with initiative and the ability to work autonomously to meet deadlines and produce high-quality results.
• Maintain internal records with timely updates to track key milestones.
• Ensure tasks are completed accurately and on time, upholding workflow integrity and compliance with industry regulations and firm procedures.
Team Communication & Collaboration
• Support leadership with ad hoc projects, reporting, and communications across departments.
• Serve as a communication bridge between team members, clients, prospects, and external partners.
• Support a positive and cohesive team environment by anticipating needs, communicating updates, and following through on commitments.
• Contribute to internal process improvements and team initiatives with a solutions-focused approach.
Project & Event Coordination
• Coordinate internal and external events, team meetings, and retreats, including venue research, and logistics.
Qualifications:
• 2+ years of experience as a C-level assistant with a drive for excellence in delivering exceptional results consistently.
• Proficiency in Google workspace, including Gmail, calendars, sheets, docs, and forms. Experience with Zoom and Microsoft Office.
• Basic knowledge of CRMs, AI, and other digital tools for communication and organization is a plus.
• Excellent written and verbal communication skills, ensuring a culture of professionalism and trust.
• Ability to manage confidential information with discretion, supporting the team through both high-pressure and routine tasks.
Key Competencies:
• Professional demeanor and client-centric attitude.
• Strong organizational skills, with ownership and accountability for outcomes
• Detail-oriented with strong time management skills and the ability to maintain momentum, focus, and resiliency in challenging situations.
• Clear, proactive communication and follow-through.
• Precision, reliability, and deadline awareness.
• Strong collaboration and growth mindset in a fast-paced, client-focused environment using initiative and adaptability while maintaining consistency in standards.
Compensation & Benefits
• Salary commensurate with experience
• Paid Time Off (PTO) to support work-life balance
• Paid holidays according to the firm’s holiday calendar
• Retirement match: 6% to a 401(k) plan
• Healthcare stipend