Executive & Personal Assistant

We are seeking a seasoned, highly strategic, and discreet Executive & Personal Assistant to support the CEO of StepStone Private Wealth. This elevated role demands exceptional executive presence, operational foresight, and the ability to manage complex professional and personal priorities with precision. Based in our Charlotte office, the ideal candidate will demonstrate superior judgment, adaptability, and a proactive, service-driven mindset.

• Provide high-level administrative support to the CEO, including calendar management, travel coordination (domestic and international), and meeting logistics.
• Operates at a high Executive Assistant level with elements of chief of staff responsibilities, including strategic coordination and cross-functional collaboration.
• Prepare and edit correspondence, presentations, and reports using Microsoft Office Suite (advanced proficiency in PowerPoint, and Word).
• In-office presence expected five days a week, with flexibility aligned to the executive’s schedule.
• Serve as a gatekeeper and trusted liaison for both professional and personal matters, maintaining professionalism and confidentiality at all times.
• Coordinate and manage logistics for board meetings, investor events, and internal leadership offsites.
• Track and manage expense reports, reimbursements, and vendor communications.
• Support special projects and strategic initiatives as directed by the CEO.
• Anticipate needs and proactively address scheduling conflicts, priorities, and follow-ups.
• Coordinate personal appointments, travel, and errands as needed.
• Manage household vendor communications and scheduling (e.g., maintenance, deliveries).
• Maintain a running list of personal to-dos and proactively manage follow-ups.
• Maintain a high degree of confidentiality across all responsibilities.
• Assist with personal event planning and logistics (e.g., dinners, celebrations, travel itineraries).
• Demonstrate comfort with basic AI tools and a strong willingness to learn and apply AI techniques to enhance workflows and improve efficiency.

• Minimum 10 years of experience as an Executive Assistant supporting C-suite executives, preferably in financial services, legal, management consulting or private wealth management.
• Exceptional organizational skills and attention to detail.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines in a dynamic environment.
• Discretion and sound judgment in handling sensitive information.
• Bachelor’s degree preferred.

• Experience in a client-facing or investor relations environment.
• Familiarity with compliance and marketing workflows in financial services.
• Demonstrated ability to work independently and collaboratively across departments.
• Flexibility for occasional after-hours or weekend support.
• Comfort with managing both digital and physical filing systems for personal and professional documents.
• Experience supporting executives in both corporate and personal capacities.
• Proven ability to thrive in a fast-paced, evolving environment with shifting priorities.

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