Note: The job is a remote job and is open to candidates in USA. Curo Private Wealth is seeking an Executive Assistant to provide high-level administrative and operational support to senior executives and the firm. The role manages calendars, travel, events, expenses, communications, and special projects while helping leaders stay prepared and ensuring commitments are completed accurately and on time.

Responsibilities

• Manages the executive’s complex calendar, including scheduling, prioritizing, and coordinating internal and external meetings, appointments, and commitments
• Proactively resolves scheduling conflicts, protects time for high-priority work, and adjusts the calendar as priorities change
• Coordinates meeting logistics, including invitations, locations, virtual meeting links, materials, technology needs, and catering when applicable
• Prepares agendas, briefing materials, presentations, and other documents to ensure the executive is prepared for meetings and events
• Tracks commitments, decisions, and action items and follows up with appropriate parties to support timely completion
• Screens and prioritizes requests for the executive’s time and attention, using sound judgment and an understanding of firm priorities
• Plans and books domestic and international business travel, including air, rail, lodging, ground transportation, and other required arrangements
• Ensures the executive has confirmations, schedules, contact information, and supporting materials
• Monitors travel arrangements and responds promptly to delays, cancellations, and other itinerary changes
• Coordinates lunches/meetings with COIs and other external partners
• Coordinates executive participation in conferences, client events, leadership meetings, team events, and other business functions
• Partners with internal team members and external vendors to manage event logistics, registrations, contracts, materials, and deadlines
• Prepares, submits, and manages expense reports accurately and within required deadlines
• Reconciles receipts and transactions, identifies missing documentation, and resolves discrepancies in coordination with the executive and Kestra Accounts Payable
• Maintains organized records for travel, events, invoices, reimbursements, and business expenses
• Processes invoices, registrations, memberships, licensing and other executive-related administrative requests as assigned
• Serves as a professional and responsive point of contact for clients, vendors, and other stakeholders interacting with the executive
• Drafts, reviews, and coordinates correspondence and communications on behalf of the executive as appropriate
• Handles confidential, sensitive, and proprietary information with a high degree of discretion and professionalism
• Builds effective working relationships across the firm and communicates proactively to prevent delays or missed commitments
• Anticipates the executive’s needs and addresses routine matters independently while escalating issues appropriately
• Provides courteous, polished, and timely service consistent with the firm’s standards
• Supports strategic and operational projects sponsored by the executive by coordinating meetings, organizing information, tracking deadlines, and preparing status updates
• Conducts research and compiles information to support executive decision-making and planning
• Coordinates with other administrative and operational team members to ensure seamless coverage and execution of firm priorities
• Assists with office, team, and client events as needed
• Performs other executive support and administrative duties as assigned

Skills

• Minimum of 2-3 years of Executive Assistant or senior-level administrative support experience, including experience supporting a senior executive
• Demonstrated experience managing complex calendars, coordinating business travel and events, and preparing expense reports
• Advanced calendar management, scheduling, and meeting coordination skills
• Demonstrated experience booking complex business travel and coordinating business events
• Experience preparing, reconciling, and managing expense reports
• Proficiency with Microsoft 365, including Outlook
• Exceptional organizational, project management, and time management skills
• Excellent written and verbal communication skills, including strong proofreading and business writing abilities
• High degree of discretion, professionalism, integrity, and sound judgment
• Ability to anticipate needs, work independently, and make appropriate decisions with limited direction
• Ability to manage multiple priorities and deadlines in a fast-paced, changing environment
• Detail-oriented approach with a high level of accuracy and follow-through
• Strong interpersonal and client service skills
• Ability to learn and use the firm's technology, systems, and administrative processes

Benefits

• This is a remote part-time position.
• 401(k)
• Health insurance
• Work in a supportive, collaborative environment committed to professional excellence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

Company Overview