Executive Assistant (Family Office) jobs in United States
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PEAK6 · 2 weeks ago

Executive Assistant (Family Office)

PEAK6 is a leading investment firm that utilizes technology for innovative solutions across various industries. They are seeking a highly organized Executive and Personal Assistant to support two Co-Founders & Managing Directors with scheduling, travel coordination, and communication management.

Financial ServicesInformation TechnologyTrading PlatformVenture Capital

Responsibilities

Manage complex business schedules for both principals, ensuring efficiency and prioritization
Prepare and present a daily schedule and task list in a printed document, including pre-meeting preparation materials
Draft initial prep materials for external meetings and events
Track and monitor external communication needs from one principal’s email inbox in coordination with the Chief of Staff
Monitor and filter social media inboxes, escalating key items to the Chief of Staff
Organize and maintain principals’ daily to-do lists, tracking action items from meetings
Liaise with direct reports and internal stakeholders to ensure timely completion of follow-ups
Maintain an up-to-date press and speaking engagement tracker and organize related materials
Draft briefing documents for press interviews and speaking engagements
Maintain and update business contact information in a forthcoming CRM system
Manage vendor information and oversee procurement workflow for business and household related events and projects
Send a weekly overview of upcoming meetings, events, and travel itineraries
Available for up to 25% travel
Maintain a travel tracker, coordinating with personal assistants and the Chief of Staff
Participate in biweekly travel planning meetings to align travel logistics with key business events
Coordinate with office facilities teams when principals will be present in any of the company’s three offices
Assist in event planning for business-related functions (e.g., investor meetings, offsites), working with facilities and portfolio company teams
Serve as a key liaison between the principals, internal teams, and external stakeholders
Handle highly confidential information with discretion and professionalism
Keep a real-time tracker of meetings and follow-ups accessible to the Chief of Staff, personal assistants, and principals

Qualification

Supporting C-suite executivesGoogle SuiteTime managementCRM systemsExceptional communicationDetail-orientedCulturally awareExpense reporting experienceHigh Emotional IntelligenceProblem-solving skills

Required

Supporting C-suite executives and/or UHNW individuals. Minimum 3 years of experience
Proficiency in Google Suite, Slack, and CRM tools (willingness to learn and integrate AI tools)
Strong time management, prioritization, and organizational skills
Exceptional written and verbal communication
Ability to anticipate needs, solve problems proactively, and manage multiple priorities
High Emotional Intelligence (EQ) with the ability to stay calm under pressure
Detail-oriented with strong accuracy in tracking and follow-ups
Culturally aware—able to communicate effectively with diverse backgrounds and seniority levels

Preferred

Experience with expense reporting and budgeting is preferred
Knowledge of CRM systems and vendor management tools is preferred

Benefits

Healthcare benefits (medical, dental and vision, EAP)
Competitive PTO
401k match
Parental leave
HSA contribution match
Paid subscription to the Calm app
Generous external learning and tuition reimbursement benefits
Ability to work remotely up to two days a week

Company

We're In The Business Of What Ought To Be The business of doing, creating, and building the world the way we see fit.

Funding

Current Stage
Late Stage

Leadership Team

J
Judi Hart
Chief Executive Officer at We Insure
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Company data provided by crunchbase