Personal Assistant Job at Find Great People | FGP, Greenville, SC

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  • Find Great People | FGP
  • Greenville, SC

Job Description

Our client, a Financial Planning Firm, is seeking a highly organized, proactive, and adaptable Executive Personal Assistant to support a fast-paced Financial Advisor and business owner. This role is ideal for a self-starter who thrives in a dynamic environment where priorities shift quickly and no two days look the same.

This position requires a high level of discretion, attention to detail, and the ability to anticipate needs before they arise. The role will encompass both professional and personal support, with a strong focus on ensuring the executive’s day-to-day operations run seamlessly.

Key Responsibilities:

Personal Assistant Responsibilities (Primary Focus)

  • Manage executive’s calendar, scheduling, and daily priorities
  • Coordinate meetings, appointments, and travel arrangements
  • Travel planning including detailed itineraries for business and personal trips
  • Proactively review and manage emails and communications
  • Anticipate needs and ensure the executive is prepared for all meetings and events
  • Handle personal errands, tasks, and household coordination as needed
  • Assist with health, wellness, and lifestyle tracking (e.g., meal planning, logs)
  • Manage personal appointments, family scheduling, and special requests
  • Coordinate gifts, special events, and personal milestones
  • Oversee vehicle maintenance, errands, and routine personal logistics

Executive Assistant Responsibilities

  • Manage daily administrative operations, tasks, and special projects
  • Prepare documents, reports, and meeting materials as needed
  • Attend meetings, take notes, and provide summaries or action items
  • Handle business-related errands including deposits, ordering supplies, and research
  • Maintain organization of office spaces, supplies, and shared resources
  • Coordinate and execute team events, lunches, and company gatherings
  • Track and manage receipts and assist with expense organization
  • Assist with marketing initiatives and SOP development as needed
  • Support office operations including vendor coordination, maintenance, and organization
  • Plan and execute team celebrations, outings, and internal events
  • Ongoing organization and optimization of systems and processes
  • Coordination with team members, vendors, and external partners
  • Miscellaneous tasks and projects as assigned

Ideal Candidate

You are someone who:

  • Enjoys being the “go-to” person who keeps everything running smoothly
  • Takes pride in staying two steps ahead
  • Is flexible, resourceful, and solutions-oriented
  • Can balance structure with adaptability
  • Thrives in a role where no task is too big or too small

Schedule: Monday through Friday, 8am to 5pm

Compensation:

  • $45,000-55,000
  • Direct Hire
  • Health benefits
  • Vacation and paid holidays

Job Tags

Work at office, Monday to Friday, Flexible hours, Shift work

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