Polished Executive & Personal Assistant (Hybrid)

Dali & Associates Recruiting

Reno (NV)

Hybrid

USD 70,000 - 120,000

Full time

4 days ago

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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

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

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