Compensation: $100,000/year
About us
We are a Park City, Utah based wealth management firm. We provide comprehensive financial guidance and tailored strategies to help high-net-worth individuals and families manage, preserve, and grow their wealth. We act as a single point of contact for a client's entire financial life. We are a boutique firm that prides itself on creating deep and lasting relationships with its clients, providing tailored services, and acting as a liaison between the other specialists on the client’s team such as tax attorneys and accountants.
If you enjoy being busy, working with discerning, VIP-level clients and anticipating and solving problems, you will thrive in this role. You must be highly and naturally detail oriented, love crossing things off your To Do list, and excellent with time and calendar management. If you love precision, proactive problem-solving and creating exceptional client experiences, this is a rare opportunity to do meaningful work in a high-autonomy, high-impact role.
This job is ideal for someone who is
- People-oriented. You are naturally gifted in dealing with people and excel at managing different personality types. You are unfazed by the intensity of others’ energy and also aren’t easily bothered by different communication styles.
- You have a genuine high-energy, high-hospitality, friendly personality.
- Interested in being the right-hand for the founding partner of the firm and are comfortable with blurry lines between work and personal and happy to add her doctor’s appointments to the calendar or schedule her tee time.
- Creative and enjoys social media strategy, content creation, and implementation
- Dependable, meaning you can be counted on no matter what. You are more reliable than spontaneous.
- Self-managing; you get the job done with excellence, even when nobody is watching.
- Proactive, anticipatory thinker. Common sense goes a long way.
- Happy to do whatever else is needed to keep the office running smoothly such as finding new suppliers, ordering sway, or even scheduling the cleaners.
The work
- Manage the principal’s calendar obsessively and with excellence
- Respond to emails professionally and promptly, in founder’s voice; follow her email organization system
- Delegate work to appropriate team members as needed
- Manage the prospect pipeline; schedule introductory meetings and follow-up calls
- Create social media and marketing content and calendars, ensuring on-time completion and posting; interface with external marketing team
- Book business and personal travel as needed
- Coordinate onboarding activities for new employees such as computer set-up and system access
- Handle all aspects of event planning for quarterly new client dinners, company holiday parties, annual convention, and perhaps even your manager’s child’s birthday party, doctor's appointments, etc. Personal Assistant work that positively affects the Executive Assistant work.
- Ensure that all communication, both verbal and written, always presents the firm and its members in a positive light
- Manage vendor payments, tenant invoices, building maintenance contractors
- Brief manager so she is thoroughly prepared for internal meetings
- Manage the firm's weekly KPI tracker
- Understand the firm's processes and pipeline to prioritize tasks and anticipate and execute next steps, like scheduling client dinners, sending thank you notes, selecting and sending appropriate gifts
Your Mindset
- Natural desire to please and strong intuition about how to exceed expectations
- Proactive, trustworthy and reliable to a fault
- Easily handle competing priorities with a flexible mindset and grace
- Calm, composed and effective under pressure
- Self-governing and self-starting with high, detail-oriented standards
- Instinctively handle confidential information with discretion; maintain good judgment, particularly regarding personal matters
- Enjoy being the glue that holds everything together and lets nothing fall through the cracks
- See your job as helping your manager succeed and don’t delineate between personal and professional because it’s all important
- Enjoy a founder-led environment where you have the boss’s ear
- Appreciate autonomy and work well independently but also have strong collaboration skills
Your Experience & Skills
- 3+ years in operations, concierge services, or high-touch, VIP client services in any industry
- College degree preferred (but please apply if you’re highly qualified without a degree)
- Previous experience coordinating scheduling and logistics
- Remote work experience strongly preferred
- Proficiency with Wealthbox CRM for data entry and workflow initiation a plus
- Social media-savvy, strong copywriting skills, and confident working across multiple creator apps such as Canva and Buffer
- Strong Calendly, Microsoft Office, and Teams skills
Other
- Office located in Park City Utah, Position fully remote. Must be available to attend quarterly in-person events and possibly travel with the founder in the future
- Typical work hours are 8 AM to 5 PM Mountain time, with team calls starting at 7:45 AM MST; please apply even if you are based in a different time zone
- Drug and background test required
- Must have at least 3 verifiable references
- Willing to sign an NDA; discretion and confidentiality required
- Robust health insurance benefits
- 6% 401(k) matching program
- Generous PTO policy
- Full-time, $100,000/year
Job Type: Full-time
Pay: $100,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: Remote
