Executive Assistant

**Please note: this job is not with EfficientAide. This role is for our client, based in St. Louis, MO. It's a full-time, in-person role.

About Our Client

Our client is a boutique registered investment advisory (RIA) firm based in St. Louis, MO, helping high-net-worth individuals and families build wealth that lasts for generations. The firm takes a deeply personal approach to wealth management, guided by three commitments to clients: making their money matter through custom-built, multi-generational planning; making their influence matter by helping them extend their impact beyond their business or industry; and making their time matter by operating with speed, discipline, and follow-through.

The firm's leadership operates with urgency and high standards. This is a fast-paced environment built for a partner who can keep up, anticipate what's next, and protect the leader's time and focus.

Position Summary

The Executive Assistant provides direct, high-trust support to the firm's Visionary (founder), managing the intersection of business and personal life so he can stay focused on the highest-value work in front of him. This is not a task-taking role. It requires someone who owns outcomes, tracks every commitment to completion without needing to be asked twice, and thinks a day, a week, and sometimes a month ahead of the Visionary's calendar.

This role sits at a critical trust point in the organization. The right person will be given real ownership quickly, starting with calendar and coordination, with room to grow into inbox management and broader scope as trust is established.

Core Values

• Humble — We, not me- No job is too big or too small. We roll up our sleeves and do what's needed.
• Hungry — Grow or die - We're always looking for the next way to add value and improve.
• Ability to Execute — Get it Done - We get things done, together, and we follow through on what we say we'll do.

Key Responsibilities

Calendar & Scheduling (Primary Focus)

• Own and manage a complex calendar across work (Outlook) and personal/family (Google, shared family calendar), preventing double-bookings and proactively resolving conflicts.
• Apply the Visionary's stated scheduling parameters (preferred meeting windows, meeting length, no same-day additions unless explicitly approved) without needing reminders.
• Coordinate multi-party client meetings involving clients, family members, attorneys, and other advisors across time zones, including setting up virtual meeting links.
• Schedule and manage business and family appointments, including coordination with the Visionary's spouse on family logistics and children's activities.
• Look ahead, not just at today. Flag what's coming next week and next month before being asked.

Direct Support to the Visionary

• Serve as a trusted point of contact for incoming and outgoing correspondence.
• Track delegated tasks and projects to completion, and proactively follow up rather than waiting to be asked for status.
• Anticipate needs before they're voiced. Bring solutions and recommendations, not just questions.
• Support day-to-day decision-making and reporting needs to keep the Visionary focused on the business's highest-priority work.
• Communicate concisely, bullet points over paragraphs, and respect the Visionary's time in every interaction.

Travel Coordination

• Book and manage travel arrangements for the Visionary, primarily regional/domestic air travel.
• Coordinate team travel arrangements for in-office and out-of-office meetings.
• Personal & Household Support
• Handle daily meal pickup and related personal errands.
• Manage occasional personal errands (shipping, post office, PO box) and light household coordination (e.g., granting contractor access when needed).
• Support ad hoc personal projects as assigned.

Event Coordination

• Provide logistical support before, during, and after firm and client events to ensure a seamless experience for all attendees.

What Success Looks Like

• The right candidate operates with urgency, catches things before they become problems, and never leaves the Visionary wondering whether something is being handled. Success in this role looks like:
• Nothing falls through the cracks. Delegated tasks are tracked, followed up on, and closed out without needing to be re-asked.
• The calendar reflects the Visionary's stated priorities and preferences without ongoing correction.
• Proactive flags come before problems, not after (e.g., an unconfirmed commitment is surfaced days in advance, not discovered the morning of).
• Communication is fast, clear, and to the point.

Qualifications

• Prior experience as an Executive Assistant or Personal Assistant supporting a senior leader, founder, or executive strongly preferred.
• Highly organized with strong attention to detail and the ability to manage multiple moving priorities at once.
• Comfortable in a fast-paced environment and able to move quickly without sacrificing accuracy.
• Sharp, resourceful, and a strong independent problem-solver.
• Excellent written and verbal communicator.
• Trustworthy with sensitive, confidential information.
• Based in or willing to work in-person in the St. Louis, MO area.

Compensation & Benefits

• Compensation range: $70,000 - $90,000, commensurate with experience.
• Full benefits package including health, dental, and medical coverage.
• PTO and sick time.
• 401(k) with company match.
• Full-time, in-person, Monday-Friday, 8:30 AM - 5:30 PM.