Executive & Personal Assistant to the Founder

Executive & Personal Assistant To The Founder The Executive & Personal Assistant to the Founder serves as a trusted strategic partner responsible for managing and protecting the Founder's time, priorities, and relationships. This role oversees all aspects of the Founder's professional and personal scheduling, ensuring alignment between business objectives and personal commitments. The Executive & Personal Assistant acts as a gatekeeper, making thoughtful decisions regarding meeting requests, opportunities, and competing priorities while ensuring the Founder remains focused on the highest-value activities. This role develops a deep understanding of the Founder, their family, key clients, strategic partners, and business goals. They coordinate meetings, travel, and logistics, maintain communication with key stakeholders, and partner closely with the Private Wealth Service Advisor to the Founder and other SEAL team members to ensure seamless execution of priorities. The ideal candidate is highly resourceful, organized, proactive, discreet, and capable of exercising sound judgment in a fast-paced environment.

Track Joel continued education requirements (CE), study group renewals, licensing renewals, etc. Manage communication with clients, prospects, and COIs related to company sponsored events Build strong working relationships with clients, COIs, vendors, and members of the Founder's personal network Develop a thorough understanding of the Founder's goals, priorities, communication preferences, and key relationships Drive the Founder to client meetings and business events as needed, enabling productive use of travel time Maintain awareness of client, business, and personal commitments to proactively identify scheduling conflicts and opportunities Manage confidential business and personal information with the highest degree of professionalism and discretion Anticipate needs, identify obstacles before they arise, and implement solutions independently Required Education and Experience High School diploma or GED required Associate's or Bachelor's degree preferred 5+ years of experience supporting senior executives, business owners, entrepreneurs, or high-net-worth individuals preferred Valid driver's license with a clean driving record required Experience managing complex calendars and coordinating executive travel required Exceptional organizational and project management skills Strong interpersonal skills with the ability to build trust and credibility quickly Ability to maintain strict confidentiality and professionalism Highly detail-oriented with exceptional follow-through Proactive and resourceful, with the ability to anticipate needs and solve problems before they occur Strong written and verbal communication skills Ability to successfully manage competing priorities in a fast-paced environment Proficient in Microsoft Office Suite, calendar management systems, and CRM platform