Apply on Employer Site

LUX Wealth Planning · 15 hours ago

Executive Assistant

Alexandria, VA

Full-time

Hybrid

Senior Level

5+ years exp

LUX Wealth Planning is a company based in Alexandria, VA, seeking an Executive Assistant to support the founders across various domains. The role involves flow protection and execution, requiring strong judgment and the ability to operate in a fast-paced environment.

Financial Services

Responsibilities

Triage and manage inbound communication on behalf of the Principal

Draft responses, bundle decisions, and escalate only what truly requires attention

Create concise daily/weekly decision briefs

Apply reasonable assumptions to keep work moving without bottlenecks

Own tasks and projects from “open” to “resolved”

Track commitments across vendors, partners, and internal stakeholders

Ensure deadlines, standards, and expectations are met without chasing

Close loops consistently and proactively

Help establish and run a lightweight weekly operating rhythm

Coordinate across:

Family office operations

Personal and business bookkeeping touchpoints

Real estate oversight (short-term / mid-term rentals)

Scheduling and logistics across domains

Surface risks, slippage, or inefficiencies early

Support the Principal and, as needed, their spouse and affiliated entities

Navigate personal, family, and business contexts with discretion and maturity

Maintain clear boundaries while operating in close proximity

Qualification

Executive Assistant experienceVendor managementOffice software proficiencyCommunication skillsOrganizational skillsTechnical aptitudeProfessional demeanorIndependent workCollaborative workHandling confidential information

Required

5-7 year of experience as an executive assistant supporting senior leaders or managing complex operations

3+ years of experience managing and coordinating vendors

Excellent communication skills, both verbal and written

Organized and detail-oriented with the ability to manage multiple priorities effectively

Proficiency in office software (e.g., Microsoft Office Suite) and general technical aptitude

Ability to work both independently and collaboratively in a hybrid work environment

Professional demeanor and ability to handle sensitive and confidential information

Company

LUX Wealth Planning

At LUX Wealth Planning, our members are a cut above the rest. They are motivated, focused, and energetic about what they do.

Washington, District of Columbia, US

2-10 employees

http://www.luxwealthplanning.com/

Funding

Current Stage

Early Stage

Leadership Team

Matt Aaron, CFP®, RICP®, ChFC®

Founder & CEO

Company data provided by crunchbase