What are the responsibilities and job description for the EXECUTIVE AND PERSONAL ASSISTANT position at B.O.S.S. Retirement Solutions?
We are seeking a highly organized, proactive, discreet, and detail-oriented Executive & Personal Assistant to provide comprehensive support to the founders of a high-growth and renowned financial advisor firm.
The ideal candidate will be a trusted partner who can effectively manage both professional and personal responsibilities, anticipate needs, solve problems, and keep priorities moving forward. This individual will demonstrate exceptional communication, time-management, organizational, and prioritization skills and will be comfortable working in a fast-paced environment where priorities may change quickly.
The Executive & Personal Assistant will manage daily administrative functions, coordinate business and personal schedules, assist with strategic and special projects, coordinate travel and events, and serve as a trusted point of contact for both internal and external communications.
Key Responsibilities
Executive Support
Retirement Planning Near Me Open the Gateway
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Advisory services offered through B.O.S.S. Retirement Advisors, LLC, an SEC-Registered Investment Advisor. Insurance products and services offered through B.O.S.S. Retirement Solutions. Information contained in this material is for informational purposes only. Actual results may vary. No statement contained herein shall constitute tax, legal, or investment advice. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of any individual. You should seek advice on legal and tax questions from an independent attorney or tax advisor. Our firm is not affiliated with the Social Security Administration, U.S. government, or any governmental agency.
This website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications and links. Accordingly, the publication of BOSS’ website on the internet should not be construed by any consumer and/or prospective client as a solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation. Any subsequent, direct communication by BOSS with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. BOSS does not make any representations or warranties as to the accuracy, timeliness, suitableness, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to BOSS’ website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly. By submitting your personal information, you consent to be contacted by a team member of BOSS.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained herein shall constitute an offer to sell or solicit any offer to buy a security or insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The Idaho’s Best award is based on public voting over the year preceding the award announcement. BOSS submitted applications and paid fees to be considered for the Idaho’s Best award. Results were independently determined by the awarding organization and the information BOSS provided. BOSS received the Idaho’s Best award in 2024, and subsequently paid a licensing fee to Inc. to use the award logo in marketing materials. This payment creates an incentive for BOSS to promote the award. A complete description of the Idaho’s Best methodology is available on their website at https://idahosbest.com/how-it-works/. Receipt of this award is not indicative of future performance and should not be relied upon as the sole basis for an investment decision.
The Inc. 5000 award is based on revenue growth over a three-year period preceding the award announcement. BOSS submitted applications and paid fees to be considered for the Inc. 5000 award. Results were independently determined by the awarding organization and the information BOSS provided. BOSS received the Inc. 5000 award in 2016, 2017, 2018 and 2019, 2020, and subsequently paid a licensing fee to Inc. to use the award logo in marketing materials. This payment creates an incentive for BOSS to promote the award. A complete description of the Inc. 5000 methodology is available on their website at https://www.inc.com/inc-5000-methodology-how-we-selected-these-companies.html. Receipt of this award is not indicative of future performance and should not be relied upon as the sole basis for an investment decision.
The Utah Best of State award is based on achievement in the field, innovation or creativity, and contribution to the quality of life in Utah over the year preceding the award announcement. BOSS submitted applications and paid fees to be considered for the Utah’s Best of State award. Results were independently determined by the awarding organization and the information BOSS provided. BOSS received the Utah’s Best of State award in 2019, 2020, 2021, 2022, 2023 and 2025, and subsequently paid a licensing fee to Inc. to use the award logo in marketing materials. This payment creates an incentive for BOSS to promote the award. A complete description of the Utah’s Best of State methodology is available on their website at https://www.bestofstate.org/about.html. Receipt of this award is not indicative of future performance and should not be relied upon as the sole basis for an investment decision.
The ideal candidate will be a trusted partner who can effectively manage both professional and personal responsibilities, anticipate needs, solve problems, and keep priorities moving forward. This individual will demonstrate exceptional communication, time-management, organizational, and prioritization skills and will be comfortable working in a fast-paced environment where priorities may change quickly.
The Executive & Personal Assistant will manage daily administrative functions, coordinate business and personal schedules, assist with strategic and special projects, coordinate travel and events, and serve as a trusted point of contact for both internal and external communications.
Key Responsibilities
Executive Support
- Manage calendars, schedules, appointments, and commitments for the founders.
- Coordinate meetings, appointments, and other engagements to ensure schedules are organized and efficient.
- Serve as a primary point of contact between the founders and internal/external contacts, ensuring timely and professional communication.
- Prepare for meetings by organizing agendas, materials, documents, and necessary information.
- Take meeting notes and track follow-up items and deadlines.
- Draft, proofread, and manage correspondence, reports, presentations, and other documents.
- Maintain organized physical and digital filing systems.
- Handle confidential business and personal information with the highest level of discretion.
- Manage and coordinate personal appointments, commitments, and schedules.
- Assist with personal travel planning, reservations, itineraries, and related arrangements.
- Coordinate personal errands, deliveries, purchases, and other tasks as needed.
- Assist with gift selection, purchasing, wrapping, shipping, and special occasions.
- Research and coordinate personal services, vendors, reservations, and other needs.
- Assist with planning and coordinating personal and family events.
- Help manage personal correspondence, invitations, and other time-sensitive items.
- Track and organize personal information, documents, and expenses when requested.
- Anticipate the founders' needs and proactively take care of details before they become issues.
- Provide occasional support outside of normal business hours when necessary for time-sensitive or important personal or business matters.
- Arrange business and personal travel logistics, including flights, accommodations, transportation, reservations, and itineraries.
- Coordinate schedules and logistics for conferences, business events, and personal events.
- Ensure the founders have the necessary information, materials, reservations, and arrangements for upcoming travel and commitments.
- Assist with special projects, research, data gathering, and strategic initiatives.
- Track the progress of ongoing initiatives, deadlines, and follow-up items.
- Coordinate projects involving multiple individuals and ensure tasks remain on schedule.
- Identify opportunities to improve organization, efficiency, and communication.
- Take ownership of assigned projects from beginning to completion.
- Communicate professionally and effectively with employees, clients, vendors, business partners, and personal contacts on behalf of the founders.
- Maintain a high level of professionalism and discretion when representing the founders.
- Build positive relationships with individuals who regularly interact with the founders.
- Use sound judgment when determining what requires immediate attention and what can be handled independently.
- Bachelor’s degree in Business Administration or a related field preferred.
- 3 years of experience as an Executive Assistant, Personal Assistant, or similar role.
- Exceptional organizational, multitasking, and time-management skills.
- Excellent verbal and written communication skills.
- Strong proficiency with Microsoft Office Suite, Google Workspace, and other office management systems.
- Strong attention to detail and follow-through.
- Ability to anticipate needs and take initiative without requiring constant direction.
- Strong problem-solving skills and sound judgment.
- Ability to handle confidential business and personal information with a high degree of discretion.
- Comfortable managing frequently changing priorities in a fast-paced environment.
- Ability to work independently while also collaborating effectively with others.
- Professional, polished, dependable, and service-oriented demeanor.
- Full-time position, typically Monday through Friday, 8:30 a.m. to 5:30 p.m. in office.
- Flexibility may occasionally be required based on the founders' business and personal schedules.
- Some evening or weekend availability may occasionally be necessary for special events, travel, or time-sensitive matters.
- The role requires a high level of trust, discretion, responsiveness, and flexibility.
Retirement Planning Near Me Open the Gateway
to Your Next Chapter
Start your path toward a more secure and confident retirement. We’ll work closely with you to craft a plan as unique as your dreams, designing every detail to reflect what matters most to you.
Let’s Talk
Advisory services offered through B.O.S.S. Retirement Advisors, LLC, an SEC-Registered Investment Advisor. Insurance products and services offered through B.O.S.S. Retirement Solutions. Information contained in this material is for informational purposes only. Actual results may vary. No statement contained herein shall constitute tax, legal, or investment advice. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of any individual. You should seek advice on legal and tax questions from an independent attorney or tax advisor. Our firm is not affiliated with the Social Security Administration, U.S. government, or any governmental agency.
This website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications and links. Accordingly, the publication of BOSS’ website on the internet should not be construed by any consumer and/or prospective client as a solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation. Any subsequent, direct communication by BOSS with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. BOSS does not make any representations or warranties as to the accuracy, timeliness, suitableness, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to BOSS’ website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly. By submitting your personal information, you consent to be contacted by a team member of BOSS.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained herein shall constitute an offer to sell or solicit any offer to buy a security or insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The Idaho’s Best award is based on public voting over the year preceding the award announcement. BOSS submitted applications and paid fees to be considered for the Idaho’s Best award. Results were independently determined by the awarding organization and the information BOSS provided. BOSS received the Idaho’s Best award in 2024, and subsequently paid a licensing fee to Inc. to use the award logo in marketing materials. This payment creates an incentive for BOSS to promote the award. A complete description of the Idaho’s Best methodology is available on their website at https://idahosbest.com/how-it-works/. Receipt of this award is not indicative of future performance and should not be relied upon as the sole basis for an investment decision.
The Inc. 5000 award is based on revenue growth over a three-year period preceding the award announcement. BOSS submitted applications and paid fees to be considered for the Inc. 5000 award. Results were independently determined by the awarding organization and the information BOSS provided. BOSS received the Inc. 5000 award in 2016, 2017, 2018 and 2019, 2020, and subsequently paid a licensing fee to Inc. to use the award logo in marketing materials. This payment creates an incentive for BOSS to promote the award. A complete description of the Inc. 5000 methodology is available on their website at https://www.inc.com/inc-5000-methodology-how-we-selected-these-companies.html. Receipt of this award is not indicative of future performance and should not be relied upon as the sole basis for an investment decision.
The Utah Best of State award is based on achievement in the field, innovation or creativity, and contribution to the quality of life in Utah over the year preceding the award announcement. BOSS submitted applications and paid fees to be considered for the Utah’s Best of State award. Results were independently determined by the awarding organization and the information BOSS provided. BOSS received the Utah’s Best of State award in 2019, 2020, 2021, 2022, 2023 and 2025, and subsequently paid a licensing fee to Inc. to use the award logo in marketing materials. This payment creates an incentive for BOSS to promote the award. A complete description of the Utah’s Best of State methodology is available on their website at https://www.bestofstate.org/about.html. Receipt of this award is not indicative of future performance and should not be relied upon as the sole basis for an investment decision.