What are the responsibilities and job description for the Executive Assistant position at Carnegie Private Wealth?

Job Title : Executive Assistant

Status : W2 Employee

Schedule : Flexible within core business hours. TBD per candidate.

Location : Charlotte, NC (in-office role)

About The Role :

Are you the kind of person who can manage a million moving pieces without breaking a sweat? Do your color-coded calendars inspire awe? Carnegie Private Wealth is seeking a detail-obsessed gatekeeper to keep two of our founders on track, on schedule, and ready to conquer their busy lives. From handling high-level business tasks to making sure their personal to-do lists don’t fall through the cracks, you’ll be the glue that holds it all together.

This isn’t just any executive assistant role—it’s a chance to work at the heart of a dynamic, fast-paced environment where your knack for organization, professionalism, and problem-solving will truly shine. If you’ve ever thought, “I could bring order to chaos armed with nothing but a planner and a great attitude,” this is your moment. Bonus points if your background includes teaching, nursing, hospitality service, or any role where being firm but friendly was your secret weapon.

What You’ll Be Doing :

The Big Picture :

Serve as the primary gatekeeper for two founders, managing their complex schedules with precision and grace.
Handle a seamless mix of personal and business matters to ensure every day runs like clockwork.
Organize meetings, including scheduling, sending reminders, and managing special projects when necessary.
Act as the "barometer" for the founders, keeping them informed of commitments, responsibilities, and environmental issues while anticipating their needs.

The Details :

Calendar Management : Maintain detailed, error-free schedules, juggling meetings, appointments, and deadlines with ease.

Communication : Act as the first point of contact for both founders—fielding emails, calls, and inquiries with professionalism and discretion.

Task Management : Prioritize and manage an array of responsibilities, from booking travel to managing errands and personal appointments.

Logistics : Organize and execute special projects, and initiatives as needed. Coordinate staff meetings, retreats, and other organizational events.

Problem-Solving : Anticipate needs and proactively resolve scheduling conflicts or roadblocks. Make judgments and recommendations to ensure smooth day-to-day engagements.

Organization Guru : Create systems to streamline workflows and ensure no detail is overlooked.

Documentation : Assist with special projects, create documents, reports, and presentations, and collect and prepare information for meetings.

Relationships : Build lasting relationships both internally and externally to enhance communication and collaboration.

Support Functions : Respond to inquiries and maintain contact lists.

What We’re Looking For :

Qualifications :

Proficiency in Microsoft Windows and Office applications, including Word, Excel, PowerPoint, and Outlook; ability to design and edit graphic presentations and materials.

Strong writing and research skills.

Exceptional organizational skills and impeccable attention to detail.

High degree of professionalism in dealing with diverse groups of people.

Ability to make appropriate, informed decisions regarding priorities and available time.

A commitment to maintaining high integrity and discretion in handling confidential information.

An entrepreneurial mindset, with enthusiasm for supporting a fast-growing organization.

Flexibility, a positive attitude, and a proactive approach without requiring constant direction.

Excellent written and verbal communication skills with great attention to detail.

A collaborative, flexible, and patient work style, excelling in an entrepreneurial, collegial environment at all levels.

Ability to react with appropriate levels of urgency to situations and events that require quick response or turnaround.

Why Carnegie Private Wealth?

At Carnegie Private Wealth, we’re not just about managing wealth—we’re about enriching lives. Our founders bring passion and vision to everything they do, and we need an Executive Assistant who can match their energy, enthusiasm, and drive for excellence. This is more than a job; it’s an opportunity to make a difference every single day.

Our Core Values :

We constantly strive for excellence.

We always act with honesty and integrity.

We do our work with meticulous attention to detail.

We believe in the value of teamwork.

We are fun, positive and respectful.

We are fully invested in our clients, our families and our community.

We approach everything we do with a can-do attitude.

We are accountable to our clients and to each other.

EEO Statement :

Carnegie Private Wealth is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

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