Executive & Personal Assistant to the Founder

Executive & Personal Assistant To The FounderThe Executive & Personal Assistant to the Founder serves as a trusted strategic partner responsible for managing and protecting the Founder's time, priorities, and relationships. This role oversees all aspects of the Founder's professional and personal scheduling, ensuring alignment between business objectives and personal commitments. The Executive & Personal Assistant acts as a gatekeeper, making thoughtful decisions regarding meeting requests, opportunities, and competing priorities while ensuring the Founder remains focused on the highest-value activities.This role develops a deep understanding of the Founder, their family, key clients, strategic partners, and business goals.

They coordinate meetings, travel, and logistics, maintain communication with key stakeholders, and partner closely with the Private Wealth Service Advisor to the Founder and other SEAL team members to ensure seamless execution of priorities. The ideal candidate is highly resourceful, organized, proactive, discreet, and capable of exercising sound judgment in a fast-paced environment.Essential FunctionsManage and oversee the Founder's professional and personal calendar, ensuring strategic prioritization of commitments and protection of timeEvaluate meeting requests, networking opportunities, and business engagements, making recommendations regarding scheduling and prioritizationCoordinate and schedule all client meetings, COI meetings, and internal meetings on behalf of the FounderPartner closely with the Private Wealth Service Advisor to the Founder to align schedules, priorities, follow-up actions, and strategic initiativesMonitor and assist with management of the Founder's email inbox and communications, ensuring timely responses and follow-upManage business travel arrangements, itineraries, accommodations, transportation, and related logisticsPrepare daily schedules, briefing materials, meeting agendas, and background information for upcoming appointmentsAct as a gatekeeper for inbound requests, exercising discretion and judgment regarding access to the FounderTrack Joel continued education requirements (CE), study group renewals, licensing renewals, etc.Manage communication with clients, prospects, and COIs related to company sponsored eventsBuild strong working relationships with clients, COIs, vendors, and members of the Founder's personal networkDevelop a thorough understanding of the Founder's goals, priorities, communication preferences, and key relationshipsDrive the Founder to client meetings and business events as needed, enabling productive use of travel timeMaintain awareness of client, business, and personal commitments to proactively identify scheduling conflicts and opportunitiesManage confidential business and personal information with the highest degree of professionalism and discretionAnticipate needs, identify obstacles before they arise, and implement solutions independentlyRequired Education and ExperienceHigh School diploma or GED requiredAssociate's or Bachelor's degree preferred5+ years of experience supporting senior executives, business owners, entrepreneurs, or high-net-worth individuals preferredValid driver's license with a clean driving record requiredExperience managing complex calendars and coordinating executive travel requiredExceptional organizational and project management skillsStrong interpersonal skills with the ability to build trust and credibility quicklyAbility to maintain strict confidentiality and professionalismHighly detail-oriented with exceptional follow-throughProactive and resourceful, with the ability to anticipate needs and solve problems before they occurStrong written and verbal communication skillsAbility to successfully manage competing priorities in a fast-paced environmentProficient in Microsoft Office Suite, calendar management systems, and CRM platformCore CompetenciesStrategic Calendar ManagementExecutive PresenceSound Judgment and Decision-MakingConfidentiality and DiscretionRelationship ManagementTime OptimizationAnticipatory ThinkingOrganization and Attention to DetailProblem SolvingAdaptability and Flexibility