Executive & Personal Assistant to Senior Leader - Boulder

Clear Haven Capital Management, LLC

Boulder (CO)

On-site

USD 75,000 - 95,000

Full time

5 hours ago
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Benefits offered by this job

20 days PTO per year
Employer-sponsored Medical / Dental /

Job summary

Clear Haven Capital Management, LLC, in Boulder, CO, is seeking an Executive Assistant/Personal Assistant to support a senior leader. This full-time, in-office role aligns with East Coast hours to coordinate with our New York office and investors.

You will own a complex calendar, manage travel and expenses, screen calls, coordinate meetings, and handle confidential information with discretion. A driven, professional, service-oriented mindset is essential.

Qualifications

  • Bachelor's degree preferred; equivalent professional experience will be considered.
  • 3–5 years of experience as an Executive Assistant or similar role supporting a senior executive; financial services experience a plus.
  • Expert calendar, time, and travel management skills, with ability to juggle shifting priorities.
  • Proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint) and Teams; expense platforms a plus.
  • Strong written and verbal communication with attention to detail.
  • Proven discretion and sound judgment handling confidential matters.
  • Ability to work East Coast hours consistently.
  • Proactive, resourceful, calm under pressure with a service-oriented attitude.
  • Valid driver's license and reliable transportation.

Responsibilities

  • Own and actively manage a complex calendar across meetings, investor calls, travel, and personal commitments.
  • Manage rolling call lists, tracking reach status and follow-ups.
  • Coordinate meetings and events end to end, including agendas, dial-ins, video links, rooms, and catering.
  • Manage travel scheduling—book domestic and international flights, hotels, and ground transport.
  • Build up-to-date itineraries and rebook plans when needed.
  • Prepare, reconcile, and submit expense reports in line with policies.
  • Run personal and business errands as required.
  • Screen calls and act as the first contact for the executive with investors and partners.
  • Handle confidential information with discretion and in line with compliance.
  • Collaborate with teams across New York and Boulder on priorities and events.

Skills

Calendar management
Travel coordination
Communication skills
Discretion
Administrative support
Attention to detail
East Coast hours
Microsoft Office

Education

Bachelor's degree preferred

Tools

Outlook
Excel
Word
PowerPoint
Teams
Expense management platforms

Job description

Clear Haven Capital Management, LLC, in Boulder, CO, is seeking an Executive Assistant/Personal Assistant to support a senior leader. This full-time, in-office role aligns with East Coast hours to coordinate with our New York office and investors.

You will own a complex calendar, manage travel and expenses, screen calls, coordinate meetings, and handle confidential information with discretion. A driven, professional, service-oriented mindset is essential.

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