JOB ID: EB-1839871191
Send your resume to info@insearchsf.com with the job ID
COMPANY
Confidential
ADDRESS
Richmond, VA
POSITION
Executive Assistant to the President & CIO
Reports to: President and Chief Investment Officer, Dotted line to the Head of Human Capital
ATTRACTIVE FACTORS
- Be a part of an exciting, team-oriented environment
- Work alongside very bright, enthusiastic people who are passionate about what they do
- Opportunity to interface/interact with high-profile, interesting individuals
KEY RESPONSIBILITIES
Executive Assistant to the President & CIO is a high-impact, trusted role that enables the executive to operate at peak performance across business strategy, investment execution, and leadership. This role is equal parts strategic support, administrative mastery, and relationship coordination.
The Executive Assistant is highly professional, proactive, detail-oriented, and capable of juggling confidential and complex responsibilities with professionalism and polish. This is a mission-critical role in a fast-paced, high-growth and entrepreneurial financial services and investment firm. This person anticipates needs, executes with excellence, and enhances the executive’s ability to lead the firm and support the newly elevated executive team.
This is not a typical administrative role — it requires an individual with emotional intelligence, exceptional judgment, strong business acumen, and a servant leadership mindset.
Strategic Executive Support
- Provide comprehensive administrative support to the executive.
- Manage the President’s complex calendar, ensuring alignment with business priorities and work-life integration.
- Proactively plan and adjust daily and weekly agendas based on shifting priorities.
- Prepare, review, and revise presentations, slide decks, and reports with high attention to detail.
- Anticipate needs and gather materials for meetings, events, and strategic planning sessions.
- Track and follow up on key action items and priorities from meetings and conversations.
- Support internal and external communications, including drafting emails and coordinating correspondence.
Meeting & Project Facilitation
- Coordinate high-level meetings, prepare agendas, pre-read materials, and ensure meeting efficiency.
- Attend meetings with or on behalf of executive to capture notes, decisions, and next steps, ensuring accountability.
- Serve as liaison with internal stakeholders and external partners, maintaining a high level of professionalism.
- Assist with preparation for board meetings, investor updates, and strategic offsites.
- Lead a variety of ad-hoc projects as needed
Confidential and Personal Support
- Handle sensitive information with utmost discretion and confidentiality.
- Coordinate personal appointments, travel, errands, and calendar integration as needed.
- Assist with family, home, and gifting logistics at the executive’s request.
TOP KEYS FOR CLIENT
- Minimum 3 years of experience supporting C-suite or senior executives in a fast-paced environment.
- Experience in finance, investment, or professional services environments is strongly preferred.
- Strong calendar and priority management for highly strategic, high-output executives.
- Demonstrated ability to manage fast-moving, complex schedules and priorities.
- Exceptional written and verbal communication.
- Advanced proficiency in Microsoft Office Suite (Outlook, PowerPoint, Word, Excel); experience with productivity, project tracking and collaboration tools (e.g., Asana, Notion, Monday.com, Miro) is a plus.
- Strong organizational skills, attention to detail, and professional presence.
- Strong sense of urgency, proactive mindset, and comfort with ambiguity.
- Highly discreet, emotionally intelligent, and trustworthy
ABOUT THE COMPANY
An organization of innovators dedicated to meeting the equipment financing needs of companies across the United States and international markets.