Private Wealth Systems · 10 hours ago
Executive Assistant
Nashville, TN
Full-time
Onsite
Entry, Mid Level
$42K/yr - $42K/yr
2+ years expPrivate Wealth Group is a fiduciary-led asset management firm providing investment and financial planning services to families. They are seeking an exceptional Executive Assistant & Firm Coordinator to support the CEO and ensure the seamless execution of the firm's client service model.
Software Development
Responsibilities
Orchestrate the complete client onboarding lifecycle, ensuring all account and advisory documentation is prepared and processed with the highest degree of accuracy and compliance
Serve as a primary administrative point of contact, handling sensitive client communications and service needs with professionalism and poise
Manage the cadence of client engagements, including the preparation and coordination of all materials for portfolio review meetings
Administer the firm’s central client hub and CRM system, acting as the guardian of our data integrity and ensuring all client information and interactions are meticulously documented
Facilitate the operational workflows related to the administration of our clients' financial affairs, including the coordination of information with their external advisors (CPAs, attorneys, etc.)
Serve as the professional voice and presence of the firm's reception, managing all incoming communications and ensuring a first-class experience for all clients and visitors
Provide comprehensive, confidential, and forward-thinking administrative support to the CEO, enabling executive focus and efficiency through strategic calendar management, coordination of travel, and preparation of materials for key meetings
Act as a trusted liaison between the CEO and both internal and external stakeholders
Qualification
Required
Minimum of 2-5 years of experience in a demanding executive support or operational role within a professional services environment, such as wealth management, a family office, a law firm, or a top-tier consulting practice
Deep and practiced understanding of the principles of confidentiality required in a high-net-worth environment
Natural talent for creating and maintaining order, thinking in terms of systems and workflows to ensure accuracy and efficiency
Polished and professional communication skills, with the ability to interact with sophisticated clients and senior executives with confidence, clarity, and warmth
Natural problem-solver who anticipates needs, identifies potential issues, and takes initiative to find solutions without direct supervision
Belief that accuracy is a non-negotiable cornerstone of trust and holding work to the highest standards of precision
Bachelor's degree is required
Benefits
401(k)
Health insurance
Paid time off
Company
Private Wealth Systems
Private Wealth Systems is reimagining the world of ultra-high net worth portfolio management through a cloud-based platform uniquely designed to improve efficiency, accuracy and agility.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Craig Pearson, CFA
Chief Executive Officer
Joanne Frawley
Co-Founder, Executive Vice President
Recent News
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