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Hybrid Executive/Personal Assistant to Founder at Investment Firm

Date Posted: Jul 30, 2026
Yearly: USD - USD

Job Detail

  • location_on
    Location Beachwood, Ohio, United States of America
  • desktop_windows
    Job Type: Any
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Oct 28, 2026

Job Description

Overview

A private investment firm with portfolio companies operating across multiple locations is looking for an Executive Assistant to the CEO/Founder. The firm maintains a highly entrepreneurial, collaborative, and fast-moving environment and has 8 employees. There will be times when the EA is the only one in the office so the assistant needs to be comfortable working alone. The role is hybrid: 4 days in office, 1 day remote. The CEO owns a dog with whom there may be some interaction (the dog does not go into the office lives at the residence which is close by.) About the Job: Oversee day-to-day office administration, including managing vendor relationships, answering and directing calls, processing incoming and outgoing mail, greeting visitors, and maintaining adequate office and kitchen supplies. Manage the CEO's business and personal calendar, scheduling, and time priorities Serve as a right-hand partner, ensuring strong relationships and communication across internal staff and external stakeholders Coordinate domestic and international business and personal travel, including detailed itineraries Coordinate executive meetings, company events, and off-site planning sessions, including site selection, catering arrangements, preparing and sending invitations and tracking responses, and managing attendee follow-up. Prepare and distribute meeting materials and correspondence. Attend meetings as requested, capture action items, and monitor follow-up to completion Support strategic initiatives and special projects for the company and across its portfolio platform, from planning through execution Maintain confidential business records and files. Maintain the companys centralized contact database, including employee, public relations, M&A, investor, vendor, and other key business contacts Administer the monthly corporate credit card expense-reporting process and facilitate expense reimbursement processing. Track the CEOs private investment activities: organizing investment documents, coordinating capital calls, completing and tracking subscription paperwork, obtaining required signatures and monitoring deadlines Serve as the primary administrative contact for the familys nonprofit organization, including coordinating charitable contributions, administering scholarship payments and related documentation, managing memberships, and supporting community involvement Assist with gift purchasing, special events, and family celebrations Manage personal expenses, receipts, and reimbursement records Occasional errands About You: Minimum of 5 years of experience supporting a CEO Experience supporting both executive business operations and personal affairs is strongly preferred BA/BS from a college or university a plus Excellent Microsoft Office skills (Word, Excel, PowerPoint and Outlook) Strong communication skills: written and verbal Strategic thinker Understand the importance of confidentiality and trust when supporting a CEO Dynamic and proactive comfortable in a fast-paced environment. Polished, professional demeanor and the gravitas to interact with high-level executives Outstanding communication skills Hours: 9am-5pmSalary, Benefits (medical, dental vision), Discretionary Bonus, IRA w/employer match, Life Insurance, Paid Vacation

Key responsibilities

Not specified in the original listing.

Required skills

  • Administration

What the company offers

Not specified in the original listing.

Skills Required

Company Overview

Beachwood, Ohio, United States of America

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