Glocap Business Professionals, Administrative, Operations
Executive Assistant
Glocap Business Professionals, Administrative, Operations, Washington, District of Columbia, us, 20022
Glocap Business Professionals, Administrative, Operations provided pay range
This range is provided by Glocap Business Professionals, Administrative, Operations. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$125,000.00/yr - $150,000.00/yr COMPANY : Wealth Management Firm POSITION : Executive Assistant to Senior Partner and Team LOCATION :
Washington, DC
(In office Mon-Fri with occasional flex to WFH) HOURS : 8:00AM - 5:30PM with flexibility BACHELOR’S DEGREE : Required Our client, a Wealth Management firm, is seeking a highly organized and proactive Executive Assistant to support a senior partner and a Washington, D.C.–based team.
The ideal candidate will be mature, poised, and capable of operating with a high degree of independence and professionalism, as they will regularly interact with clients and senior stakeholders. This individual will serve as a reliable right hand, managing complex calendars, travel arrangements, communications, and shifting priorities while ensuring strong alignment across the broader organization. The role requires exceptional judgment, discretion, and the ability to anticipate needs in a fast‑paced, dynamic environment. Alongside executive support responsibilities, the Executive Assistant will also act as a key point of contact between the team and the firm’s operations department, supporting efficient daily operations as the group transitions from a temporary workspace into a new, expanded D.C. office. Responsibilities
Provide high‑level administrative support to a Partner and team, ensuring smooth day‑to‑day operations and proactive management of priorities. Oversee complex scheduling and calendar management, including client meetings, internal check‑ins, and cross‑functional coordination. Coordinate client communications, meeting logistics, and follow‑up actions to help maintain strong relationships and seamless client service. Prepare and submit expense reports, tracking budgets and reimbursements accurately. Arrange and manage detailed travel plans, itineraries, and related logistics for the Partner and team. Serve as a key liaison between the team and the firm’s operations department, supporting efficient collaboration and workflow. Assist with the team’s transition from a temporary workspace to a new D.C. office, ensuring minimal disruption to operations. Prepare meeting materials, agendas, and summaries to support effective decision‑making and follow‑through. Manage correspondence, handle confidential information with discretion, and act as a trusted representative of the Partner. Anticipate needs, identify process improvements, and ensure tasks are completed with accuracy and professionalism. Requirements
5–8 years of executive assistant or senior administrative experience, ideally in the financial services industry. Proficiency in Google Workspace (Gmail, Docs, Sheets, Slides); experience with Concur or similar expense tools a plus. Exceptional organizational skills and attention to detail, with the ability to juggle multiple priorities seamlessly. Clear, confident communicator who can represent the Partner and team with professionalism and poise. Comfortable liaising with clients and colleagues at all levels. Team player with a proactive, can‑do attitude and the ability to work independently. Thrives in a fast‑paced environment and anticipates needs before they arise. Seniority level
Mid‑Senior level Employment type
Full‑time Job function
Administrative Industries
Financial Services and Venture Capital and Private Equity Principals Benefits
Medical insurance Vision insurance 401(k)
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This range is provided by Glocap Business Professionals, Administrative, Operations. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$125,000.00/yr - $150,000.00/yr COMPANY : Wealth Management Firm POSITION : Executive Assistant to Senior Partner and Team LOCATION :
Washington, DC
(In office Mon-Fri with occasional flex to WFH) HOURS : 8:00AM - 5:30PM with flexibility BACHELOR’S DEGREE : Required Our client, a Wealth Management firm, is seeking a highly organized and proactive Executive Assistant to support a senior partner and a Washington, D.C.–based team.
The ideal candidate will be mature, poised, and capable of operating with a high degree of independence and professionalism, as they will regularly interact with clients and senior stakeholders. This individual will serve as a reliable right hand, managing complex calendars, travel arrangements, communications, and shifting priorities while ensuring strong alignment across the broader organization. The role requires exceptional judgment, discretion, and the ability to anticipate needs in a fast‑paced, dynamic environment. Alongside executive support responsibilities, the Executive Assistant will also act as a key point of contact between the team and the firm’s operations department, supporting efficient daily operations as the group transitions from a temporary workspace into a new, expanded D.C. office. Responsibilities
Provide high‑level administrative support to a Partner and team, ensuring smooth day‑to‑day operations and proactive management of priorities. Oversee complex scheduling and calendar management, including client meetings, internal check‑ins, and cross‑functional coordination. Coordinate client communications, meeting logistics, and follow‑up actions to help maintain strong relationships and seamless client service. Prepare and submit expense reports, tracking budgets and reimbursements accurately. Arrange and manage detailed travel plans, itineraries, and related logistics for the Partner and team. Serve as a key liaison between the team and the firm’s operations department, supporting efficient collaboration and workflow. Assist with the team’s transition from a temporary workspace to a new D.C. office, ensuring minimal disruption to operations. Prepare meeting materials, agendas, and summaries to support effective decision‑making and follow‑through. Manage correspondence, handle confidential information with discretion, and act as a trusted representative of the Partner. Anticipate needs, identify process improvements, and ensure tasks are completed with accuracy and professionalism. Requirements
5–8 years of executive assistant or senior administrative experience, ideally in the financial services industry. Proficiency in Google Workspace (Gmail, Docs, Sheets, Slides); experience with Concur or similar expense tools a plus. Exceptional organizational skills and attention to detail, with the ability to juggle multiple priorities seamlessly. Clear, confident communicator who can represent the Partner and team with professionalism and poise. Comfortable liaising with clients and colleagues at all levels. Team player with a proactive, can‑do attitude and the ability to work independently. Thrives in a fast‑paced environment and anticipates needs before they arise. Seniority level
Mid‑Senior level Employment type
Full‑time Job function
Administrative Industries
Financial Services and Venture Capital and Private Equity Principals Benefits
Medical insurance Vision insurance 401(k)
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