Executive Assistant

Are you a serious, direct and analytical person comfortable taking the lead? Do you consider yourself adept at working independently and do you prefer roles that benefit from the existence of a process to drive strong outcomes? Would people describe you as serious and highly reliable? Are you known for your ability to execute with a high degree of expediency and accuracy? If this sounds like you, we invite you to apply for the position of Executive Assistant. We are seeking a highly capable individual who has the desire to continuously advance their knowledge and a genuine interest in the finance and planning industry. This role is designed for someone who views the Executive Assistant position to the Co-Founder as an opportunity for immersive, hands‑on exposure and accelerated professional growth. The ideal candidate demonstrates the ability to identify gaps, anticipate needs, and take initiative to move work forward—applying sound executive judgment to navigate ambiguity, assess options to remove risk, and ensure priorities are carried through to completion.

ABOUT US

At Addicus, our world-class team of financial experts ensures our clients' hard-earned wealth continues to work harder for them and is better protected. As the Executive Assistant to one of the two co-founders of Addicus, you will be acting as the trusted gatekeeper of time and liaison across daily interactions. The co-founder this position supports started Addicus after a decade in financial planning firms showed him a disconnect between the products the industry was selling and the actual ever-changing and complex needs of clients. Addicus was formed to focus solely on the long-term strategy for a select group of successful, great families.

RESPONSIBILITIES

Apply a problem‑solving prodigy mindset, anticipating challenges before they arise, using analytical judgment to manage time, priorities, scheduling, and shifting demands in a fast‑paced environment Oversee communications and information flow, using your organizational prowess to manage email, meeting materials, and follow‑up with internal and external stakeholders Coordinate logistics and travel with precision, applying strong attention to detail to prepare itineraries, meetings, and events accurately and efficiently Support projects and initiatives with a proactive, adaptable mindset, collaborating across teams, multitasking effectively, and navigating changing priorities with confidence Uphold professionalism, confidentiality, and excellence, exercising sound judgment while continuously learning and improving processes that support the executive and organization

SKILLS & QUALIFICATIONS

Experience in administrative tasks and responsibilities Strong proficiency in Microsoft Office Demonstrated ability to work independently and under tight deadlines Detailoriented mindset with a commitment to precision and follow through About Addicus LLC At Addicus, we redefine what it means to be a strategic advisory firm. Built to serve entrepreneurial families and business owners through a powerful mix of private wealth management, private equity, and tax consulting expertise for those who demand more than conventional financial advice. Our team of advisors and strategists brings together deep technical expertise with bold creativity and relentless curiosity. We don't just manage wealth—we help our clients build enduring legacies, navigate complex transitions, and seize opportunities others might miss. At Addicus, wealth creates—and we ensure it creates with purpose.