Executive Assistant

✨ We’re Hiring:
Executive Assistant | Private Wealth Management (Washington, DC) ✨

📍 DC-based | Hybrid (4 days in office / 1 remote)

Are you an experienced Executive Assistant who thrives in a fast-paced, high-performance environment? Do you take pride in anticipating needs, creating seamless experiences, and being the go-to partner for senior leaders? If so, this could be the role for you.

We’re looking for a highly organized, proactive Executive Assistant to support a Private Wealth Management team in Washington, DC. This role is ideal for someone who enjoys wearing many hats, managing complex logistics, and elevating both team operations and client experience.

As a key partner to senior leaders, you will:

• Manage complex calendars and coordinate detailed domestic and international travel
• Act as a gatekeeper for communication, handling phone calls, emails, and correspondence with professionalism and discretion
• Draft and edit emails, reports, and client-facing materials
• Track continuing education and administrative requirements
• Prepare and submit expense reports
• Provide scheduling, logistics, and document support for client meetings and calls
• Assist with operational tasks and provide backup support for client-related processes as needed
• Coordinate gifting and help create thoughtful “wow” moments for clients
• Oversee the team’s office pod to ensure it’s organized, well-stocked, tech-ready, and welcoming
• Support firm-initiated initiatives and special projects
• Participate in team meetings, events, dinners, and trips

You’ll be joining a DC-based Private Wealth Management team dedicated to delivering an exceptional, high-touch experience for families and clients. The culture is collaborative, driven, and supportive—focused on leadership, accountability, growth, and having fun along the way.

• 3+ years of experience in an Executive Assistant, Client Associate, or similar role (financial services experience strongly preferred)
• Bachelor’s degree
• Excellent communication, organization, and writing skills
• Exceptional attention to detail and commitment to accuracy
  
  Ability to problem-solve, prioritize, and adapt in a fast-moving environment
• A growth mindset with strong accountability and follow-through
• A client-first mentality with a passion for service
• Confidence to share ideas, ask questions, and collaborate with senior professionals
• Comfortable operating with urgency while staying calm and organized

Licensing (SIE, Series 7, 66) is a plus, but not required.

If you’re looking for a role where you can truly be a strategic partner, make an impact, and grow within Private Wealth Management, we’d love to hear from you.

👉
Apply or message me to learn more.