Executive Assistant – Boutique Private Wealth Advisory Firm

High‑touch, fast‑paced, relationship‑driven environmentAre you an exceptionally organized, proactive professional who thrives in a fast‑moving environment and enjoys supporting executives who serve successful families and business owners? Our boutique private wealth advisory team is growing, and we’re searching for our next Executive Assistant—someone who brings excellence, warmth, and precision to every client interaction.About UsWe are a small, tight‑knit private wealth advisory practice known for our uncompromising client care, boutique feel, and high standards. Our work is fast‑paced, collaborative, and meaningful. We support clients through financial planning, investment management, and complex life decisions—so the work you do behind the scenes truly matters.What You’ll DoAs our Executive Assistant, you will be the organizational powerhouse behind the team, helping us deliver exceptional client experiences every day. Responsibilities include:Client & Office SupportServe as a warm, professional first point of contact for clientsManage client scheduling, rescheduling, confirmations, and meeting flowPrepare and organize documents for appointmentsMaintain a polished, client‑ready office environmentManage phones, mail, printers, computers, suppliesAdvisor SupportManage calendars, priorities, emails, and logisticsCoordinate paperwork, signatures, and follow‑up tasksCoordinate travel, team day meetings, wholesaler meetingsCollect & organize client data and maintain CRM accuracySupport project management across multiple workflowsOperational ExcellenceTrack tasks and help the team stay ahead of deadlinesAssist with client onboarding, account maintenance, website support, and meeting follow upCollaborate with team members to improve efficiency and processesMeet compliance requirements,Handle confidential information with care and professionalismYou’ll Be a Great Fit If You…Are energized by a fast‑paced, detail‑heavy environmentLove making order out of complexityHave exceptional communication skills and a proactive mindsetEnjoy supporting a team that values collaboration, kindness, and excellenceAre comfortable juggling multiple priorities with calm professionalismWant a long‑term home where your contributions truly matterPreferred ExperienceNot required, but a huge plus!Financial services or private wealth managementAccounting, tax preparation, or CPA firm supportExperience supporting physicians or high‑net‑worth clientsFamiliarity with CRM systems or client‑service workflows, Excel, Outlook, Canva,What We OfferA close‑knit, positive team cultureHands‑on training and supportOpportunities for growth and increased responsibilityA workplace where your contributions are seen, valued, and appreciatedEducation and Other Designations:College degree or higher7+ years of similar experienceCompensation: Compensation dependent upon experienceFull TimeHybridPaid Time OffPaid HolidaysRetirement PlanHow to ApplyIf this sounds like the right place for your next career chapter, we’d love to meet you.Please send your résumé and a brief email introducing yourself to:tami.dalto@ampf.com```