Executive Assistant – Hybrid Private Investment Firm (Charleston, SC) – $90-115k+B and fully paid benefits

Executive Assistant – Hybrid Private Investment Firm (Charleston, SC) – $90-115k+B and fully paid benefits

A well-established Private Investment Office is seeking a polished, proactive, and highly organized Executive Assistant to join its Charleston, SC office. This is an excellent opportunity for a resourceful administrative professional who enjoys working closely with senior leadership in a professional, collaborative, and relatively low-key environment.

The Executive Assistant will provide high-level administrative support to two Partners, managing calendars, travel, expenses, and day-to-day logistics while also helping ensure the smooth operation of the boutique office. The ideal candidate is personable, detail-oriented, technologically savvy, and confident working independently. Someone who brings experience from a fast-paced investment firm or similarly demanding professional environment, but is seeking a position with a more predictable schedule and strong work-life balance, would be particularly well suited.

Responsibilities:

• Provide comprehensive executive support to senior leadership, including complex calendar management, scheduling, travel coordination, and meeting preparation.
• Arrange domestic and international travel, including flights, accommodations, ground transportation, itineraries, and related logistics.
• Prepare, submit, and reconcile expense reports, ensuring accurate documentation and timely processing.
• Anticipate executive needs, proactively manage competing priorities, and ensure seamless day-to-day administrative support.
• Coordinate meetings, including conference room preparation, catering, technology, and other logistical arrangements.
• Assist with general office operations, including vendor coordination, supplies, inventory, and maintaining an organized, welcoming environment.
• Serve as a point of contact for visitors, vendors, and external business associates.
• Coordinate occasional personal and household-related logistics for the Principal as needed.
• Handle confidential information and sensitive matters with the utmost discretion.
• Identify opportunities to streamline administrative processes and improve overall efficiency.

Qualifications:

• Prior Executive Assistant experience supporting senior executives, ideally within an investment firm, family office, financial services firm, or similarly high-touch professional environment.
• Exceptional organizational skills, attention to detail, and ability to manage multiple priorities simultaneously.
• Polished, personable, and professional demeanor with strong written and verbal communication skills.
• Highly resourceful, proactive, and comfortable taking ownership of responsibilities with minimal oversight.
• Strong technical proficiency, including Microsoft Outlook, Excel, and general office productivity tools.
• Experience coordinating complex travel, managing executive calendars, and processing expense reports.
• Strong problem-solving abilities and sound judgment, with a natural inclination to anticipate needs rather than react to them.
• A positive, team-oriented attitude, strong interpersonal skills, and the flexibility to assist wherever needed.
• Ability to exercise discretion and maintain confidentiality at all times.

Base Salary: $90k- $115k plus bonus, fully paid benefits, and 401k

The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives.

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