A Personal Assistant provides administrative and time management assistance to an office executive. Organizes files and assists with correspondence and record keeping. Manages an executive's calendar and helps to organize materials for meetings and events. May run business errands or help to arrange travel. May work for several executives in an office.
Full-Time (Monday•Friday, 8:00 AM / 8:30 AM•4:30 PM)
Salary:
$40,000•$55,000 / year About LPWM Group LPWM Group is a financial wealth advisory firm dedicated to providing exceptional financial guidance and client service. Position Overview We are seeking a proactive, detail-oriented, and dependable professional for a hybrid Office Manager / Receptionist (60%) and Personal Assistant (40%) role. This position serves as the operational hub of our facility—managing front-desk client experiences and building operations while delivering direct administrative and personal assistance. Key Responsibilities Office Management & Reception (60%)
Facility Management:
Serve as the primary point of contact for building maintenance, vendor services, and overall facility upkeep across the three-business building.
Client Reception & Phones:
Warmly greet incoming clients and visitors, manage phone calls, and direct inquiries appropriately.
Advisory Scheduling:
Serve as the primary scheduler for the wealth management group, coordinating client meetings, advisor calendars, and conference room bookings.
Space & Supplies Maintenance:
Keep conference rooms, common spaces, and general office areas organized, stocked, and client-ready. Personal Assistant Support (40%)
Inbox & Calendar Management:
Triage, monitor, and filter email accounts; manage personal and professional calendars to maximize daily efficiency.
Bill Processing & Financial Tasks:
Assist with personal and professional bill payments, expense organization, and basic record-keeping.
General Assistance:
Provide ongoing executive, personal, and operational support to streamline daily personal and professional commitments.
Previous background in office management, reception, executive support, or personal assistant roles. Experience in financial advisory or professional services environments is a plus.
Technical Skills:
Familiarity with Microsoft Outlook and general calendar software is preferred.
Core Strengths:
High attention to detail, strong time-management, excellent verbal and written communication, and a welcoming, professional demeanor.
Integrity & Trust:
Absolute discretion when handling sensitive personal, business, and financial information.
Pre-Employment Screening:
Passing a background check is required for final placement.
Compensation & Benefits Salary Range:
$40,000•$55,000 annually (commensurate with experience)
Benefits Package:
Healthcare options and 401(k) with company match.
Schedule:
Full-time, 100% on-site in Leesburg, VA. Hours are Monday through Friday, starting at 8:00 AM or 8:30 AM to 4:30 PM.
Pay:
$40,000.00•$55,000.00 per year
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Paid time off Retirement plan Application Question(s): Background check required
Education:
Bachelor's (Preferred)
Experience:
Personal assistant: 5 years (Preferred) Office management: 5 years (Preferred)
