Qureos Mentor

The Mom Project

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 Senior Personal Assistant to Founder
 
 
 
 Midtown Manhattan | In-Person | 35-45 Hours Weekly
 
 
 A business owner and Doctor is seeking a seasoned and highly organized Senior Personal Assistant to manage complex personal logistics in a high-performance founder environment.
 
 
 This is a structured, in-person role requiring discretion, strong executive functioning, and independent decision-making within defined guidelines. The position reports to the Executive Assistant (once appointed).
 
 
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 Role Expectations
 
 
 This position requires emotional steadiness, professional maturity, and sound judgment. The ideal candidate is able to operate effectively in fast-paced environments, receive direct feedback without defensiveness, and maintain discretion while working closely with a founder. The ability to remain composed, self-directed, and solution-oriented is essential.
 
 
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 Key Responsibilities
 
 
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 Advanced calendar stewardship with proactive planning
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 Domestic and international travel coordination
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 Medical and wellness appointment logistics
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 Vendor and household coordination
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 Wardrobe and personal service scheduling
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 Personal administrative management (mail, purchasing, seasonal organization)
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 Seamless coordination with Executive Assistant
 
 
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 Required Experience
 
 
 
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 4+ years supporting a founder, executive, physician, or high-responsibility principal
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 Experience managing complex calendars and travel
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 Demonstrated discretion and professionalism
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 Strong written and verbal communication
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 High digital fluency (Google Workspace, iOS systems)
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 Stable work history
 
 
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 Compensation
 
 
 
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 Base salary: $55,000 annually
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 Health insurance
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 Quarterly performance bonuses (up to $5,000 per quarter)
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 Structured compensation review at 12 months
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 Paid holidays and defined PTO
 
 
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 To Apply
 
 
 Submit r&eacute;sum&eacute; and complete required screening questions.
 
 
 Serious applicants only.
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Personal Assistant to Founder (In-office, NYC))

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 Administrative Assistant (Part-Time)
 
 
 
 
 Location:
 
 Onsite &ndash; Phoenix/Biltmore Area (3 days/week)
 
 
 
 Schedule:
 
 Approximately 20 hours per week (9:30 AM &ndash; 3:30 PM)
 
 
 
 About The Role
 
 
 
 Our client is seeking a detail-oriented and proactive Administrative Assistant to support a financial advisor in day-to-day operations. This role is ideal for someone who thrives in a structured environment, enjoys working with clients, and takes pride in accuracy and organization. You will play a key role in ensuring smooth office operations and a high-quality client experience.
 
 
 
 Key Responsibilities
 
 
 
 
 Administrative &amp; Operational Support
 
 
 
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 Accurately complete and submit forms within one business day
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 Maintain organized electronic client files, including statements, correspondence, and agreements, within established timelines
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 Track pending business and maintain updates for outstanding items; provide weekly summaries to the advisor
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 Proactively support the advisor with day-to-day administrative needs
 
 
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 Client &amp; Scheduling Support
 
 
 
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 Schedule, prepare for, and follow up on client appointments
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 Serve as a professional point of contact for client calls, routing inquiries to the advisor as appropriate
 
 
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 Systems &amp; Process Management
 
 
 
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 Update and maintain CRM systems (including Client360 and related platforms)
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 Assist with mail merges and client communications as directed
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 Utilize internal tools such as COMMunity Link&reg; and Morningstar&reg; to support advisor needs
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 Monitor internal communications, updates, and technology changes; share relevant insights with the advisor
 
 
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 Process Improvement
 
 
 
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 Identify opportunities to improve systems, workflows, and overall office efficiency
 
 
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 Qualifications &amp; Skills
 
 
 
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 Strong attention to detail and commitment to accuracy
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 Excellent organizational and time management skills
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 Ability to manage multiple tasks in a fast-paced environment
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 Professional and confident communication skills, both written and verbal
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 Proficiency in Microsoft Office Suite (Word, Excel)
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 Ability to follow detailed instructions and complete repetitive tasks with precision
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 Quick learner who is proactive in asking questions and seeking clarity
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 Demonstrates a high level of discretion and maintains strict confidentiality when handling sensitive client financial and personal information
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Administrative Assistant (Phoenix/Biltmore Area, AZ)

Join The Mom Project and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

The Mom Project

About Company

Personal Assistant to Founder (In-office, NYC))

Administrative Assistant (Phoenix/Biltmore Area, AZ)