High Level Executive Assistant to Managing Partner

Pocketbook Agency; Miami (FL); Hybrid; USD 145,000 - 165,000; Full time

Benefits offered by this job

Performance-based bonus

Job summary

Pocketbook Agency is seeking a dynamic Executive Assistant to support the Managing Partner in a fast-growing financial services environment in Miami. This role requires discretion, strategic thinking, and a proactive approach to both executive support and project coordination.

The ideal candidate has 5+ years of EA experience, strong calendar management, travel planning (domestic and international), and comfort with AI tools to streamline workflows; Spanish is a plus.

Qualifications

• 5+ years of Executive Assistant experience in financial services or UHNW environments.
• Experience supporting senior executives and handling complex calendars.
• Strong organizational skills with ability to multitask and adapt.
• Tech-savvy with interest in AI tools to improve workflows.
• Excellent written and verbal communication; Spanish preferred but not required.
• Based in Miami and able to travel up to 30%.

Responsibilities

• Provide comprehensive executive support to the Managing Partner, including complex calendar management, meeting coordination, and travel planning (domestic and international).
• Serve as backup support to a second Managing Partner as needed.
• Act as a strategic partner to the executives, managing priorities and workflows.
• Support business operations with focus on initiatives and project coordination.
• Prepare materials for meetings, investor communications, and presentations.
• Liaise with internal teams, clients, and stakeholders with professionalism and discretion.
• Manage shifting priorities and last-minute requests with sound judgment.
• Leverage AI tools and emerging technologies to improve productivity.

Skills

Executive support

Calendar management

Travel planning

Discretion

Communication

Adaptability

Tech-savvy

AI tools awareness

Tools

AI tools awareness

Job description

A dynamic and fast-growing financial services firm is seeking a highly capable Executive Assistant to support the Managing Partner, with additional backup support to a second Managing Partner. This is a critical, high-visibility role requiring a proactive, solutions-oriented professional who can operate as a true extension of the executive team. The ideal candidate is energetic, adaptable, tech-forward, and thrives in a fast-paced, entrepreneurial environment.

Responsibilities:

• Provide comprehensive executive support to the Managing Partner, including complex calendar management, meeting coordination, and travel planning (domestic and international)
• Serve as backup support to a second Managing Partner as needed
• Act as a strategic partner to the executives, helping manage priorities, workflows, and business initiatives
• Support business operations with a focus on firm initiatives, assets, and high-level project coordination (limited personal support)
• Prepare materials for meetings, investor communications, and internal/external presentations
• Liaise with internal teams, clients, and external stakeholders, maintaining a high level of professionalism and discretion
• Manage shifting priorities and last-minute requests with efficiency and sound judgment
• Leverage AI tools and emerging technologies to improve workflows and productivity

Requirements:

• 5+ years of Executive Assistant experience, preferably within financial services, family office, or ultra-high-net-worth environments
• Strong business acumen with experience supporting senior executives in a professional services setting
• Highly organized, detail-oriented, and able to manage multiple priorities simultaneously
• Energetic, adaptable, and comfortable in a fast-evolving environment
• Tech-savvy with a demonstrated interest in AI tools and new technologies
• Excellent communication skills, both written and verbal
• Spanish language skills preferred, but not required
• Must be based in Miami

Location:

• The office is in Miami, FL
• This position is primarily office-based, Monday-Friday, with occasional flexibility for remote work
• 15-30% travel required, including domestic and international trips
• Availability outside standard business hours as needed
• $145-165k DOE, some flexibility for the right candidate
• Performance-based bonus structure

Pocketbook Agency is acting solely as a recruiting and placement firm for this position and is not the employer of record for this role unless otherwise explicitly stated. All hiring decisions, compensation, benefits, and employment terms are determined by the client employer. By applying, you acknowledge that submission of an application does not guarantee placement or employment.

Pocketbook Agency is an equal opportunity recruiting firm and does not discriminate in its recruiting, screening, or placement practices based on race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.