Personal Assistant

About Vanderbilt Financial Group

Vanderbilt Financial Group is a mission-driven independent broker-dealer and RIA headquartered in Long Island. Our Chairman & CEO is a dynamic serial entrepreneur with multiple ventures and an ever-evolving schedule. We’re looking for a sharp, energetic, and highly organized Personal Assistant who thrives in a fast-paced environment and can pivot quickly, juggle multiple tasks, and keep up with a driven, visionary leader.

Position Overview

This is not your average assistant role. You’ll be the right hand to a high-performing executive — managing both Chairman and CEO calendars, fielding real-time changes, running errands, and ensuring daily operations stay smooth and efficient. We need someone quick on their feet, intuitive, discreet, and energized by the action.

Responsibilities

• Manage and coordinate a dynamic day-to-day calendar for both the Chairman and CEO
• Prioritize and schedule meetings, Zoom calls, and appointments with precision
• Handle personal and professional errands including lunch/coffee runs, dry cleaning, and essential pickups
• Book and track personal and business-related appointments, including doctor visits
• Coordinate travel logistics, restaurant reservations, and ad hoc bookings
• Coordinate internal and external events, meetings, and special engagements
• Support ongoing and one-off projects with research, coordination, or execution as needed
• Communicate with internal and external contacts on behalf of the executive
• Stay three steps ahead and act as a gatekeeper while maintaining utmost professionalism

What We're Looking For

• Previous experience as a personal assistant or administrative support for a fast-paced executive
• Calm under pressure, thrives on variety and a busy schedule
• Master of multitasking and calendar logistics
• Tech-savvy: confident using Zoom, Google Calendar, Gmail, and Office/Google Workspace
• Flexible, reliable, and maintains confidentiality with ease
• Valid driver’s license and access to reliable transportation
• Positive energy, solution-oriented mindset, and sharp intuition

Perks

• Insurance options available
• Gas reimbursement
• Close access to entrepreneurial mentorship and leadership
• Fast-paced environment with no two days the same
• Be part of a mission-driven, innovative financial firm

Job Type: Full-time

Pay: $65,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off
• Retirement plan

Schedule:

• 8 hour shift

Work Location: In person