Executive Personal Assistant

Dali & Associates Recruiting; Reno (NV); On-site; USD 70,000 - 120,000; Full time

Job summary

An executive in Reno, NV seeks a polished, proactive Executive Assistant / Personal Assistant to act as a trusted right hand in a sophisticated investment and family-office environment. This full-time role starts hybrid, with time split between the home office and remote work, transitioning to primarily onsite.

Candidates must have 5+ years of senior EA/PA experience, ideally in financial services. The role combines executive support, office administration, personal assistance, and household

Qualifications

• 5+ years of senior level EA/PA experience, ideally in financial services/investment management.
• Experience supporting C-suite and high-net-worth individuals preferred.
• Ability to manage both business and personal/household tasks with discretion.

Responsibilities

• Manage complex calendars, scheduling, meetings, and competing priorities.
• Coordinate domestic and international travel and detailed itineraries.
• Manage correspondence, expenses, invoices, and financial administration.
• Prepare presentations, reports, spreadsheets, and other documents.
• Coordinate with clients, investors, attorneys, advisors, vendors, and other stakeholders.
• Bookkeeping duties using QuickBooks online.

Skills

Executive EA experience

Personal assistant experience

Financial administration

Travel coordination

Microsoft Office

Tools

QuickBooks Online

Microsoft Office

Excel

PowerPoint

Job description

Executive Assistant / Personal Assistant — Reno, NV

Our client is seeking a highly polished, proactive, and exceptionally organized Executive Assistant / Personal Assistant to serve as a trusted right hand to firm leadership in a sophisticated investment and family-office environment.

*Candidates must have at least 5+ years of senior level EA and PA experience and ideally have worked in financial services/investment management industries.

This is a full-time Reno-based position supporting both the executive’s professional and personal needs. The role will initially be hybrid, with time split between the executive’s home office and remote work, transitioning to primarily onsite in approximately nine months.

The ideal candidate is a true “make-it-happen” professional who anticipates needs, brings structure to a demanding schedule, and takes ownership of responsibilities from start to finish. You will seamlessly move between high-level executive support, office administration, personal assistance, and household management.

Key Responsibilities

Executive Support

• Manage complex calendars, scheduling, meetings, and competing priorities
• Coordinate domestic and international travel and detailed itineraries
• Manage correspondence, communications, expenses, invoices, and financial administration
• Prepare presentations, reports, spreadsheets, and other documents
• Coordinate with clients, investors, attorneys, advisors, vendors, and other stakeholders
• Serve as a trusted gatekeeper and liaison
• Handle confidential information with the highest level of discretion
• Support special projects and anticipate needs before they arise
• Bookkeeping duties using QuickBooks online

Personal & Household Support

• Manage personal calendars, appointments, reservations, and family logistics
• Coordinate household vendors, contractors, maintenance, landscaping, cleaning, and repairs
• Oversee deliveries, installations, home projects, and service appointments
• Coordinate personal and family travel, events, dinners, and social engagements
• Manage household purchases, records, warranties, subscriptions, receipts, and expenses
• Assist with errands, gifting, shipping, shopping, returns, and occasional family-related needs
• Handle last-minute requests with flexibility, professionalism, and discretion

Ideal Candidate

The successful candidate will be:

• Highly organized, proactive, resourceful, and exceptionally detail-oriented
• A polished, warm, personable professional with high emotional intelligence
• Comfortable supporting a CEO, founder, principal, HNW/UHNW individual, or investment professional
• An excellent communicator with strong judgment and the ability to work independently
• Comfortable managing both business and personal/household responsibilities
• Calm under pressure and able to adapt quickly when priorities change
• Extremely trustworthy and discreet with sensitive business, financial, and personal information
• Someone with a “no task is too small” attitude who takes pride in making everything run smoothly
• Proficient in Microsoft Office, including Outlook, Word, Excel, PowerPoint, and QuickBooks

Experience in family office, investment management, private equity, venture capital, wealth management, professional services, or another high-touch environment is strongly preferred.

This is an excellent opportunity for an experienced Executive Assistant, Personal Assistant, or Executive Personal Assistant who enjoys being an integral part of an executive’s life and takes pride in anticipating needs, solving problems, and keeping everything organized and running seamlessly.

Schedule: Full-time | Hybrid initially, transitioning to primarily onsite