Hirehangar
Executive Assistant
Boca Raton, FL. Posted a month ago
The role
You will serve as the right-hand partner to the founder in a regulated financial services environment. You will manage complex priorities, interact with ultra-high-net-worth clients, and support business operations.
What you will do
- Act as the founder's primary point of contact and right-hand partner
- Represent the company in client-facing interactions with ultra-high-net-worth individuals and families
- Manage complex calendars, travel, meetings, and correspondence
- Oversee client and business account management in Salesforce
- Prepare presentations, reports, briefing materials, and documents using Microsoft Office
- Support compliance-conscious workflows
- Coordinate cross-functional projects and follow through on action items
- Handle sensitive and confidential information
- Take on increasing strategic responsibility to prepare for a Chief of Staff role
Required qualifications
- Executive Assistant experience within a reputable finance, legal, or private equity firm
- Ability to quantify and substantiate accomplishments with concrete examples and measurable outcomes
- Strong executive presence and a polished, professional demeanor
- Advanced proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
- Hands-on experience with Salesforce and business account management
- Exceptional written and verbal communication skills
- Demonstrated discretion in handling confidential and sensitive information
- Highly organized, detail-oriented, and able to manage competing priorities in a fast-paced environment
- Ability to work on-site in Boca Raton, FL four days per week
Nice to have
- Experience supporting leadership in a FINRA- or SEC-regulated environment
- Background in wealth management, family office, or private client services
- Exposure to Chief of Staff, operations, or project management responsibilities
- Familiarity with compliance processes and regulatory documentation
About the company
Hire Hangar connects top talent with vetted employers, competitive pay, and real growth opportunities.