Gatekeeper to CEO

By July 22, 2019
We’ve partnered with a unique and successful wealth management firm in the Silicon Valley who is looking for a savvy and strategic Executive Assistant to partner with their CEO. This is a great opportunity to be a true business partner to a brilliant and caring executive, while being a part of an extremely supportive, kind, and down-to-earth team! More details on the role below:



  • Ideal role for an individual looking to make a difference
  • Opportunity to work with a family-oriented team
  • Extremely positive place to work, all employees hold each other to a high standard of excellence
  • Caring and compassionate culture
  • Building trusted relationships is the #1 core value
  • Opportunity to work with an organization with meaning and purpose
  • Potential to grow in the role as company expands
  • Autonomy – CEO is not a micromanager
  • Work/life balance, communication outside work hours minimal but some required to connect with CEO’s meeting schedule



  • Calendar management/meeting coordination/meeting follow up
  • Manage inbox
  • Coordinate travel (5% – 10%)
  • CRM management (client tasks, contacts)
  • Personal Assistant as needed
  • Act as gatekeeper – in a “diplomatic liaison” fashion
  • Internal meeting management
  • Philanthropic, advisory, and CEO board engagements (meeting prep, travel etc.)



  • Sharp and quick to learn
  • Strong communicator (written and verbal)
  • Team-oriented
  • Anticipate needs and translate priorities
  • Tech savvy and can work with MS Office, Excel, PowerPoint
  • Looking for a long-term partner