Team Assistant I

AlTi Tiedemann Global; Birmingham (AL); On-site; USD 80,000 - 150,000; Full time

Job summary

A leading financial advisory firm is seeking an Executive Assistant to support its Principal and enhance operational efficiency. The ideal candidate will be detail-oriented with a proactive approach to coordinating schedules, managing logistics, and facilitating communication. This role offers a dynamic work environment with competitive compensation and benefits.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

PTO

Sick and Safe Time

Paid Holidays Off

Qualifications

• Minimum 5 years in an Executive Assistant role.
• Exceptional attention to detail and follow-through required.
• Excellent written and verbal communication skills needed.

Responsibilities

• Provide comprehensive support to the Principal and Founder.
• Coordinate complex scheduling and travel arrangements.
• Manage logistics for meetings and special projects.

Skills

Attention to detail

Communication skills

Organizational skills

Proactivity

Teamwork

Tools

G Suite

Zoom

Calendar management tools

Job description

Company Description

Tiedemann Advisors is an owner-managed independent investment and wealth advisor with a single focus: to make sure our clients’ wealth accomplishes what matters most to them. Tiedemann provides high-net-worth individuals, families, trusts, foundations and endowments with customized, objective investment management, trust and estate, and wealth planning services. We are proactive, innovative advisors who provide access to a broad set of exceptional investment strategies globally, including impact or responsible investments, and full transparency on investment decisions, fees and performance. Serving clients since 1999, Tiedemann Advisors is headquartered in New York, with offices in San Francisco, Seattle, Portland, Dallas, Aspen, Wilmington, Palm Beach, Wilmington, and Washington, D.C. The firm provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware. Together, Tiedemann oversees approximately $25 billion in assets.

Job Description

This is a unique opportunity to join a collaborative and low-ego team that plays a key role in ensuring our operations run smoothly and our executives are supported with precision and care.

Responsibilities

• Along with an administrative team, provide comprehensive support to the Principal and Founder.
• Coordinate complex scheduling, travel, and meeting logistics
• Attend meetings and take notes, capturing action items and follow-ups
• Coordinate and execute events from team offsites to partner dinners, managing all logistics from start to finish. This will also include working closely with the house staff to coordinate details and logistics, researching private dining rooms, etc.
  
  

Serve as a key part of a tight-knit admin team, sharing knowledge and assisting as needed

Work In-office To

• Arrange and set up breakfasts/lunches for the Principal (usually on Mondays only)
• Greet and host visiting guests
• Provide on-site logistical support for meetings and sessions
• Run occasional errands, drop off paperwork, mail packages, and handle sensitive tasks with discretion
• Serve as or become a Texas Notary Public (preferred)
• Communicate clearly and professionally with both internal and external stakeholders
• Manage special projects and administrative tasks with ownership and initiative
  
  

Requirements

• Minimum 5 years of experience in an Executive Assistant or similar administrative support role
• Exceptional attention to detail and a commitment to follow-through
• Comfortable providing both business and personal support
• Comfortable working in a hybrid environment, with occasional in-office days in Austin, and comfortable being on-call in the evening and on the weekends.
• Excellent written and verbal communication skills
• Highly dependable, proactive, and able to handle confidential information with care
• Strong organizational and time management skills
• Team-first mindset with a low-ego, “no task too small” attitude
• Proficiency in G Suite, Zoom, and calendar management tools
• Familiarity with working in a startup, VC, UHNWI, Family Office or fast-moving professional environment is a plus
• Ideally based near downtown Austin or in the Westlake area
• Texas Notary Public license or willingness to become certified preferred but not required
  
  

Perks & Culture

We are a small, mission-driven team that values collaboration, clear communication, and a high standard of excellence. You’ll be joining a thoughtful, supportive, and fast-paced environment where your contributions truly matter.

Pay: $80,000.00 - $150,000.00 per year

Benefits

• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• PTO
• Sick and Safe Time
• Paid Holidays Off
  
  

Schedule

• Monday to Friday
• On call
• Weekends as needed