Executive Office Manager

The Executive Office Manager provides confidential, high-level support to the President & CEO and helps manage the daily operations of the executive office. Responsibilities include scheduling and travel, coordinating legal matters, and working with internal teams and outside advisers on family mutual fund administration and public donations.

The successful candidate is organized, discreet, proactive, and able to work independently under pressure.

Key Responsibilities

• Manage the President & CEO’s calendar, meetings, correspondence, and daily priorities.
• Arrange domestic and international travel, including itineraries, accommodations, transportation, and expense records.
• Coordinate documents, deadlines, and communications related to legal cases with company counsel and relevant departments.
• Coordinate family mutual fund records and requests with financial institutions, accountants, and other authorized advisers.
• Track public donations, maintain supporting records, and coordinate approvals and follow-up.
• Prepare reports, presentations, meeting materials, and confidential correspondence.
• Handle sensitive personal, financial, legal, and business information with discretion.
• Follow up with internal departments and external contacts to ensure commitments are completed on time.
• Support special projects and perform other duties as assigned by the President & CEO.

Qualifications

• Bachelor’s degree or higher; Finance or Accounting background required.
• Experience supporting senior executives or coordinating confidential administrative, finance, or legal matters preferred.
• Strong organizational, communication, follow-up, and problem-solving skills.
• Ability to work independently, anticipate needs, and manage changing priorities under pressure.
• High level of discretion and sound judgment.
• Proficiency in Microsoft Office and ability to handle financial records and business documents.
• Available to travel domestically and internationally as required.

Scope of Role

The position coordinates records, communications, and follow-up with the company’s legal and financial advisers. It does not provide legal, tax, or investment advice or make investment decisions.

Pay: $56,900.00 - $68,700.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person