Versant Capital Management, Inc.
Senior Executive Assistant Job at Versant Capital Management, Inc. in Phoenix
Versant Capital Management, Inc., Phoenix, AZ, US, 85003
Ready to Elevate Your Impact? Are you a detail-driven professional with a gift for organization and communication? Do you excel at anticipating needs, managing priorities, and supporting teams with refinement, finesse, and discretion?
At Versant Capital Management, we’re working to redefine the multi-family office experience, and we’re looking for an experienced Senior Executive Assistant to provide high-level support to firm leadership. If you are a problem-solver with strong communication skills and a drive to make things run smoothly, this role is for you.
What We Do Versant is a multi-family office serving high-net-worth individuals and multi-generational families with a holistic approach. Our services go beyond wealth management and investment portfolio management — we integrate tax planning, estate and legacy planning, liquidity and exit planning, retirement planning, family governance and education, risk management, lifestyle/household concierge services, and more.
What You’ll Do As Senior Executive Assistant, you’ll play a vital role in keeping office operations running smoothly, schedules on track, and communications flowing. You’ll be a trusted partner to C-Suite leadership, providing high-level administrative and project support that helps drive the firm’s success.
Key Responsibilities Calendar Management
Own the scheduling process—coordinate meetings, appointments, and occasional travel for the Co- CEO to optimize productivity.
Communication & Correspondence
Manage email and phone communications on behalf of the Co-CEO. Draft professional correspondence, prepare presentations, and organize reports.
Meeting Support
Prepare materials and agendas for meetings. Attend select meetings, take minutes, and follow up on action items to ensure deadlines are met.
Travel Coordination
Plan and book detailed travel itineraries, including flights, accommodations, and local transport, as well as dining reservations.
Confidentiality & Discretion
Handle sensitive information with professionalism, sound judgment, and absolute discretion.
Relationship Management
Interact with internal team members, clients, vendors, and external partners with warmth and professionalism.
Document Management
Maintain well-organized physical and electronic files to ensure efficient access and retrieval.
Special Projects
Assist with ad hoc projects, research, and firm initiatives in support of executive and firm-wide goals.
What We’re Looking For We value professionalism, initiative, and people who love making things work better. You’ll be a great fit if you bring a proactive mindset, a calm presence, and a commitment to excellence in every detail.
Ideal Candidates Will Have: 10+ years supporting executives or high-level professionals in administrative roles
Outstanding organizational and time management skills
Excellent written and verbal communication skills
Ability to manage competing priorities with grace and confidence
Proven discretion in handling confidential and sensitive matters
Proficiency in Microsoft Office Suite (Outlook, Word, PowerPoint, Excel, Teams), Box, CRM, and other digital productivity tools
High emotional intelligence and a collaborative mindset
Experience in professional services or financial firms is a plus
Why Versant? We’re more than a multi-family office—we’re a team with purpose, integrity, and a deep commitment to our people and clients.
What You Can Expect Competitive salary based on experience and qualifications
Discretionary bonuses and incentive compensation
Generous PTO and paid sick time
Paid holidays
Paid health, dental, and vision insurance
Paid short- and long-term disability insurance
Paid parental leave
401(k) and profit sharing
Matching gift charitable donation program
Paid covered parking
Team retreats, professional events, and firm-sponsored outings
This Is More Than a Job—It’s a Career with Purpose If you’re ready to take on a key role in a high-performing team, we’d love to hear from you.
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