Job Description

Altfest Personal Wealth Management , a leading independent Wealth Management firm, is seeking a temporary Senior Executive Assistant to provide executive level support to the President during an employee's parental leave. The Senior EA will serve as a partner to the President to support day-to-day operations, stakeholder engagement and the coordination of strategic projects and meetings for both Altfest and the sister company, FP Alpha.

You will play a critical role in prioritizing and managing the President’s schedule to ensure they have ample headspace to invest in key strategic initiatives, events, and engagements.

Key Responsibilities:

• Provide strategic support and oversight of scheduling for day-to day operations, speaking engagements, events and programming, and team meetings.
• Handle cross-functional initiatives, facilitating special projects, and ensuring action items are executed by the appropriate stakeholders.
• Draft talking points, communications, and presentations for both internal and external engagements.
• Proactively prioritize key action items and strategic plans for the President.
• Provide executive level calendar support and scheduling for the President.

Desired Qualifications:

• Bachelor’s degree or equivalent experience.
• 5+ years of experience providing executive level support to C-Suite Staff or Senior Leaders.
• Ability to prioritize, coordinate multiple items, and meet deadlines.
• Highly organized and reliable.
• Adaptable and ability to work in a fast-paced environment.
• Strong written and verbal communication skills.
• Familiarity with financial planning and investments is a plus.
• Excellent computer skills, Microsoft Office suite.
• Ability to come onsite 5 days a week.

Compensation:

Compensation Range: up to $40 an hour. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time.

Altfest Personal Wealth Management is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.

Requirements:

The firm requires all employees to be fully vaccinated for COVID-19. To be fully vaccinated, employees must obtain the first dose of a two-dose vaccine or obtain one dose of a single vaccine.

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