Senior Executive Assistant

About Fractional Family Office

Fractional Family Office is a Tampa-based wealth advisory firm that serves high-net-worth entrepreneurs and business owners. We help our clients minimize taxes, structure their businesses properly, protect assets, coordinate estate plans, and manage investments — bridging the gap between their personal and business financial lives. We operate with systematic processes, clear accountability, and a team-first culture built around delivering exceptional results.

The Role

This is not a traditional assistant role. This is a full-scope Executive Assistant position supporting a senior executive (CEO or President) across every dimension of their professional and personal life. You will be the single point of operational control — the person who ensures nothing falls through the cracks so your executive can stay focused on clients, growth, and high-leverage decisions.

On the business side, you'll manage the executive's calendar, travel, and inbox. You'll attend client and internal meetings, capture action items in real time, coordinate meeting prep, delegate with clear ownership, and follow through until every commitment is closed out.

On the personal side, you'll manage household logistics, personal appointments, family scheduling, errands, vendor coordination, and anything else that competes for the executive's time and attention. If it's on the executive's plate and it's not a strategic decision, it's yours.

The goal is simple: remove every point of friction — professional and personal — so the executive operates at the highest level possible.

What You’ll Own

Business Operations

• Executive calendar management, inbox triage, and travel logistics — zero scheduling conflicts, zero missed follow-ups
• Attend client, internal, and executive-related meetings; capture decisions and action items in real time
• Delegate action items immediately post-meeting with clear ownership
• Maintain communication flow between the executive and the delivery team so that context on client history, strategy, and meeting outcomes is never lost
• Act as the liaison between the executive's office and internal departments — filter noise, maintain visibility on active projects, and surface what matters
• Track all project progress proactively
• Support the executive's professional network, podcast logistics, media engagements, and event coordination as needed

Personal & Life Management

• Manage the executive's personal calendar, appointments, and family scheduling alongside business commitments — everything lives in one system, and you own it
• Coordinate household logistics: service providers, maintenance schedules, vendor management, reservations, and personal errands
• Handle personal travel planning end-to-end — flights, accommodations, dining, itineraries, and contingency plans
• Manage gift purchasing, personal correspondence, and relationship touchpoints
• Anticipate personal needs the same way you anticipate business needs — proactively, not reactively
• Serve as the catch-all for anything that pulls the executive away from high-value work or personal priorities

Who You Are

• You match the pace of a high-energy executive without waiting to be told what comes next
• You anticipate problems before they become bottlenecks — and act on them without permission
• You manage a high volume of moving parts simultaneously with sharp attention to detail and airtight follow-through
• You communicate clearly and directly with executives, team members, external professionals, and personal contacts
• You exercise strong judgment about when to handle something independently and when to escalate
• You stay composed and effective in a fast-moving environment where priorities shift quickly
• You sit in high-level client and strategy meetings without being the subject matter expert — and still capture what matters and drive execution from it
• You treat personal tasks with the same professionalism and urgency as business tasks
• You take ownership of outcomes, not just tasks — if something isn't done, it's on you until it is

Requirements

• 3–5 years of experience in executive support, operations coordination, or project management
• Experience supporting an executive in both professional and personal capacities is strongly preferred
• Experience in financial services or professional services is a plus but not required
• Solid computer skills with a willingness to learn Artificial Intelligence
• Must be based in or willing to relocate to Tampa, FL — this is an in-person role

Compensation & Benefits

• Base salary: $70,000
• Medical, dental, and vision insurance
• Unlimited paid time off
• Professional development support: certifications, continuing education, and training opportunities

Career Path

Senior Executive Assistants who demonstrate strong execution, operational judgment, and the ability to manage complex executive workflows have opportunities to progress into a Chief of Staff role with expanded strategic responsibility.

What This Role Is Not

This is not a sales, business development, or client delivery role. You will not lead advisory meetings, develop financial strategies, or manage firm-wide operations, technology systems, or compliance. The firm handles client acquisition and growth. Your job is to make the executive — and by extension, the firm — run at full speed.

Fractional Family Office is committed to merit-based hiring. All employment decisions are based on qualifications, experience, and demonstrated capability.