EXECUTIVE ASSISTANT TO THE PRESIDENT

Allegheny Financial Group; Pittsburgh, Northern (Allegheny County, KY); Hybrid; USD 34,000 - 55,000; Part time

Benefits offered by this job

Remote part-time

Paid time off

Direct access to President

Autonomy

Professional culture

Free parking

Job summary

Allegheny Financial Group is seeking an exceptionally organized Executive Assistant to the President to provide executive-level administrative support and serve as a trusted strategic partner to the firm's President.

This role offers a flexible, primarily remote, part-time schedule with the opportunity to influence priorities, coordinate high-impact initiatives, and collaborate across teams while maintaining the highest level of discretion and professionalism.

Qualifications

• Experience supporting a senior executive (President, CEO, owner)
• Exceptional organizational skills and attention to detail
• Strong judgment, initiative, and ability to work independently

Responsibilities

• Manage the President's calendar, scheduling, and meeting coordination.
• Draft routine correspondence and follow-up communications for the President.
• Track commitments, decisions, and deadlines from meetings and initiatives.
• Coordinate travel arrangements and meeting logistics as needed.
• Maintain confidential information with discretion and professionalism.

Skills

Executive support

Calendar management

Written & verbal communication

Discretion

Microsoft Office

Tools

Microsoft 365

Job description

Description

Allegheny Financial Group is seeking an exceptionally organized, proactive, and highly discreet Executive Assistant to the President to provide executive-level administrative support and serve as a trusted strategic partner to the firm's President.

Requirements

Key responsibilities include:

Executive Calendar & Priority Management

• Manage the President's calendar, scheduling, and meeting coordination to maximize effectiveness and alignment with business priorities.
• Proactively identify scheduling conflicts, competing priorities, and time-sensitive commitments.
• Ensure appropriate preparation, briefing materials, and transition time around key meetings and events.
• Exercise sound judgment in helping determine where the President's time and attention are most effectively allocated.

Executive Communications & Correspondence

• Monitor, organize, and prioritize incoming email and other communications.
• Identify matters requiring immediate attention and distinguish them from items that can be delegated or addressed at a later time.
• Draft routine correspondence, responses, and follow-up communications on behalf of the President.
• Maintain reliable systems and processes to ensure important messages, requests, commitments, and deadlines are addressed appropriately.

Project Coordination & Follow-Through

• Track commitments, decisions, action items, and deadlines arising from meetings, conversations, and ongoing initiatives.
• Follow up proactively with internal team members and external stakeholders to support timely completion of priorities and projects.
• Anticipate potential obstacles and address them before they become larger challenges.
• Maintain organized systems for executive priorities, projects, and outstanding action items.
• Provide regular status updates on key initiatives and outstanding commitments.

Organizational Coordination

• Serve as a point of contact for leadership team members, colleagues, clients, vendors, and outside professionals when appropriate.
• Coordinate discussions, gather information, and facilitate progress on critical initiatives.
• Exercise sound judgment regarding when to resolve matters independently, when to delegate, and when to elevate.
• Help ensure organizational priorities remain visible and moving forward through consistent communication and follow-through.

Administrative & Operational Support

• Coordinate meetings, occasional travel arrangements, and related logistics.
• Prepare meeting materials, reports, presentations, and supporting documentation.
• Handle confidential business, client, and personnel information with the highest degree of professionalism and discretion.
• Support special projects and other executive office initiatives as assigned.
• Recommend and implement process improvements that enhance efficiency, organization, and accountability.

Qualifications

You may be a strong fit if you have:

• Experience supporting a senior executive, President, CEO, business owner, or other C-suite leader.
• Exceptional organizational skills and the ability to manage multiple priorities while maintaining attention to detail.
• Strong judgment, initiative, and the ability to operate independently with minimal supervision.
• A proactive, solutions-oriented mindset and the ability to anticipate needs before they arise.
• Excellent written and verbal communication skills.
• Advanced proficiency with Microsoft 65, including Outlook, Teams, Word, Excel, and PowerPoint.
• Strong discretion and proven ability to handle confidential information.
• Experience in financial services, professional services, legal services, or another highly confidential environment is preferred.

What AFG Offers

• Flexible, primarily remote part-time schedule.
• Generous paid time off program.
• The opportunity to work directly with the President of a growing and successful wealth management firm.
• A high-impact role with meaningful responsibility and autonomy.
• Collaborative culture focused on professionalism, trust, and continuous improvement.
• Free parking and convenient office access for occasional onsite meetings.

Allegheny Financial Group, is an SEC-registered investment advisory firm that offers clients guidance in every aspect of their financial life, including financial planning, portfolio management, market analysis, risk management, and business and estate planning. As a firm that pioneered financial planning in Pittsburgh, Allegheny has earned clients' trust for over 50 years with a high degree of personal attention combined with specialized knowledge, an integrated team-based approach, and first-class market research. For more information, go to Allegheny Financial Group