Manager, Administrative Services
AdvicePeriod (a Mariner, LLC line of business) is seeking a highly experienced Executive Assistant to serve as a trusted operational partner. This role combines traditional executive support with limited personal assistance responsibilities. The position is primarily focused on managing the Founder’s active and frequently changing schedule, maintaining communication flow, and ensuring that administrative and logistical details are handled smoothly.
While the applicant’s work schedule will generally align with standard business hours, flexibility and responsiveness outside those hours are occasionally required.
The ideal candidate is calm under pressure, extremely organized, discreet, technologically fluent, and capable of operating with minimal supervision.
Responsibilities:
• Calendar and Scheduling Management -Coordinating meetings across multiple organizations, clients, and advisors
• Email and Communication Management - Responding directly to scheduling and administrative matters
• Travel Coordination - Coordinating commercial travel, including flights, hotels, and ground transportation
• Document and Information Management
• Administrative Coordination
• Meeting Preparation - preparing briefing materials, ensuring Steve is informed and prepared for upcoming meetings
• Team Support - Supporting other members of the ultra-high-net-worth team as needed
Qualifications:
• Minimum of 10 years of Executive Assistant experience
• Prior experience supporting senior executives or founders
• Demonstrated ability to manage complex schedules and high-volume communications
• Experience working in environments requiring strict confidentiality
• Remote position, Pacific or AZ time preferred
Skills:
• Exceptional organizational discipline
• High responsiveness and reliability
• Strong judgment in prioritization and scheduling decisions
• Comfortable handling confidential financial, legal, and estate planning information
• Positive and professional personality
• Strong interpersonal skills when interacting with clients and colleagues
• Ability to work independently with minimal direction
#LI-MK1
#LI-Remote
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
EOE M/F/D/V
Apply Now
Apply Now
While the applicant’s work schedule will generally align with standard business hours, flexibility and responsiveness outside those hours are occasionally required.
The ideal candidate is calm under pressure, extremely organized, discreet, technologically fluent, and capable of operating with minimal supervision.
Responsibilities:
• Calendar and Scheduling Management -Coordinating meetings across multiple organizations, clients, and advisors
• Email and Communication Management - Responding directly to scheduling and administrative matters
• Travel Coordination - Coordinating commercial travel, including flights, hotels, and ground transportation
• Document and Information Management
• Administrative Coordination
• Meeting Preparation - preparing briefing materials, ensuring Steve is informed and prepared for upcoming meetings
• Team Support - Supporting other members of the ultra-high-net-worth team as needed
Qualifications:
• Minimum of 10 years of Executive Assistant experience
• Prior experience supporting senior executives or founders
• Demonstrated ability to manage complex schedules and high-volume communications
• Experience working in environments requiring strict confidentiality
• Remote position, Pacific or AZ time preferred
Skills:
• Exceptional organizational discipline
• High responsiveness and reliability
• Strong judgment in prioritization and scheduling decisions
• Comfortable handling confidential financial, legal, and estate planning information
• Positive and professional personality
• Strong interpersonal skills when interacting with clients and colleagues
• Ability to work independently with minimal direction
#LI-MK1
#LI-Remote
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
EOE M/F/D/V
Apply Now
Apply Now