Job Description
Job Description
If you’re seeking a role where you can directly impact both business success and personal lives, this is where you need to be!
The Executive Assistant position is a unique blend of high-level executive support and personal household management for two entrepreneurial brothers. This person will be the right hand to the Guerra family—ensuring both business and personal operations run smoothly, calendars are optimized, and nothing falls through the cracks.
If you have experience supporting high-level executives, thrive in a fast-paced, ever-changing environment, and take pride in being calm, organized, and solutions-focused, this role could be the perfect match for you!
Please join us today by applying!
Offering all-in potential from $60,000 to $75,000 annually plus the potential for annual bonuses!
Objectives and Responsibilities
- Manage complex calendars, communications, and meetings for the CEO/President and their families
- Oversee household and estate operations with precision and discretion
- Execute tasks and projects efficiently, ensuring follow-through on all commitments
- Provide financial and administrative support, including vendor coordination
- Coordinate personal and family logistics such as appointments, errands, and household needs
- Arrange and manage travel itineraries, events, and special occasions
- Serve as the central point of contact for professional and personal matters
- Maintain strong relationships with vendors and service providers
- Adapt quickly to shifting priorities while maintaining a calm, solution-oriented approach
- Protect sensitive information with the highest level of confidentiality
- Other duties as assigned, which may be subject to change based on the needs of the organization
Experience
- 5+ years of experience supporting executives or business owners
- Experience in luxury hospitality or estate/yacht management (preferred)
- Strong financial and administrative skills
- Proficiency with Salesforce, Google Calendar, Yahoo Mail, Office@Hand, and ChatGPT
- Skilled in navigating multiple vendor websites and platforms
- Excellent calendar and time management skills
- Exceptional written and verbal communication skills
- Self-starter with excellent problem-solving abilities
- Comfortable coordinating family and household logistics
Benefits
- Competitive Pay
- Paid personal days, national holidays, and Birthday
- 401(k) contributions
- Year-end bonuses
- Access to internal perks and events
- Laptop and printer provided
- Treated as a valued part of the internal team
About Guerra Wealth Advisors
Guerra Wealth Advisors is a leading Retirement Planning Firm with over 30+ years of experience, driven by a mission to help get our clients to the point where work becomes an option and not an obligation. We achieve this by maximizing returns, minimizing taxes, and protecting our client's legacy. Our vision is to become the most trusted and reputable firm in the country.
Guided by our core values, we believe in constant learning and self-improvement. Communication is also crucial as we value words spoken with respect, professionalism, and in alignment with the company’s goals. Our commitment to unity is reflected in our "All for one, one for all" core value, fostering a culture of mutual support and responsibility within a dedicated team. Here at Guerra Wealth Advisors, we value ownership, accountability, and unwavering integrity, always striving to do the right thing for our team, company, and clients.
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