Executive Assistant - Auric Private Wealth LLC

Auric Private Wealth, LLC
Executive Assistant Position

Job Title: Executive Assistant
Location: Littleton, CO
Company: Auric Private Wealth, LLC

Auric Private Wealth LLC, doing business as Auric Capital Partners LLC, is an independent wealth management firm dedicated to providing bespoke financial planning and investment management to a select clientele of ultra-high-net-worth individuals. Our commitment to personalized service and innovative solutions ensures that our clients' unique financial goals are achieved with precision and care.

Position Overview

We are seeking a proactive and detail-oriented Executive Assistant to support our senior leadership team. In this key role, you will manage daily administrative functions, oversee project coordination, and serve as a liaison for internal and external stakeholders. The ideal candidate is highly organized, adaptable, and capable of managing multiple priorities in a fast-paced, dynamic environment. This is an exciting opportunity for a professional looking to contribute to a high-growth, boutique wealth management firm.

Key Responsibilities

1. Calendar & Schedule Management

• Coordinate and maintain the executive's calendar, arranging meetings, appointments, and travel plans.
• Anticipate and resolve scheduling conflicts.
• Ensure the executive is fully prepared for all meetings and engagements, providing necessary materials in advance.

2. Meeting & Event Coordination

• Organize meetings, conferences, and events, preparing agendas, materials, and presentations.
• Take detailed meeting minutes, track follow-up tasks, and ensure timely execution of action items.
• Arrange logistics for both internal and external meetings.

3. Project Management & Support

• Assist with special projects, including research, data analysis, and strategic initiatives.
• Track progress on key projects and provide regular updates to the executive.
• Manage delegated tasks from the executive and ensure project deadlines are met.

4. Document Preparation & Management

• Prepare, review, and edit high-level documents, reports, and presentations.
• Maintain confidential files and ensure documents are organized and easily accessible.
• Handle the preparation and submission of expense reports, budgets, and invoices.

5. Office Administration & Operations

• Oversee office operations, including supply management, vendor relations, and internal coordination.
• Monitor and process expenses, invoices, and financial reports.
• Serve as the primary point of contact for administrative matters, ensuring smooth day-to-day operations.

6. Stakeholder & Relationship Management

• Build and maintain strong relationships with internal teams, clients, and external partners.
• Represent the executive in a professional and courteous manner in all communications and interactions.

7. Confidentiality & Discretion

• Handle sensitive information with the highest level of discretion.
• Ensure compliance with company policies and data protection standards.

Qualifications

Education:

• Bachelor's degree in Business Administration, Management, or a related field (preferred but not required).

Experience:

• 3-5 years of experience as an Executive Assistant or similar role supporting senior executives, preferably in the finance or wealth management industry.

Skills & Competencies:

• Exceptional organizational and time management abilities.
• Strong written and verbal communication skills, with a keen attention to detail.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software.
• Ability to handle multiple priorities, meet tight deadlines, and work effectively under pressure.
• Strong problem-solving capabilities, with the ability to make decisions independently.

Personal Attributes:

• Professionalism, discretion, and a high level of integrity.
• Self-motivated, proactive, and resourceful.
• Adaptable to changing priorities in a fast-paced environment.
• Collaborative team player with the ability to work independently.

Compensation & Benefits

• Salary: $60,000 - $80,000 per year (commensurate with experience)
• Performance Bonus: Eligibility for potential bonuses or profit-sharing.
• Benefits: Comprehensive health insurance, 401(k) plan, and other benefits.
• Professional Growth: Opportunities for ongoing professional development and career advancement within the firm.
• Work Environment: Positive, collaborative culture with a strong focus on work-life balance.

Application Instructions

To apply, please submit your resume and a cover letter detailing your qualifications and interest in the Executive Assistant role to arman@auriccapital.com. We will review applications on a rolling basis and look forward to connecting with candidates who align with our firm's mission and values.