Remote Personal/Executive Assistant for Investment Advisory Firm

A leading Investment Advisory firm with headquarters in Rochester, NY needed a Personal/Executive Assistant to support their CEO who spends six months of the year in Naples, FL. The firm provides customized investment management solutions and comprehensive wealth management plans for institutional investors, individuals and family offices. C-Suite Assistants placed a Personal/Executive Assistant based out of Naples, FL with a Bachelor’s degree from Colgate University who had a service-oriented mindset and previously owned a Concierge business providing personal and professional customized services tailored to clients’ needs. The chemistry was perfect and the CEO hired the first candidate we sourced for her.


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