Financial Advisory - Executive Assistant

We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include only sections with real content. We need to parse the posting. The posting includes: - Intro: "Lead with Purpose. Partner with Impact. Curo Private Wealth, with offices in Reston, VA, Richmond, VA and Rockville, MD, is seeking an experienced Executive Assistant to provide high-level administrative and operational support to senior executives and the firm. If you thrive in a fast-paced environment and are highly organized and resourceful, this role could be for you! The Executive Assistant serves as a trusted partner to the firm’s leaders by managing email communication, coordinating complex calendars, arranging business travel and events, and preparing and managing expense reports. This role supports the leaders’ effectiveness by protecting time, facilitating communication, anticipating needs, maintaining confidentiality, and ensuring that commitments and follow-up items are completed accurately and on time. The Executive Assistant also works closely with team members, vendors, and other stakeholders to provide polished, responsive, and professional support. This is a remote part-time position." That's about the role. Then "What You'll Do:" with sub-sections: Executive Support and Calendar Management, Business Travel and Event Coordination, Expense Management and Administrative Operations, Communication and Relationship Management, Special Projects and Team Support. Those are responsibilities. Then "Measures of Success" maybe could be considered as performance metrics, but not required sections. Could be part of Responsibilities or separate? The instruction says we can have sections like Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We should map content accordingly. "What You Bring:" includes qualifications/experience/skills. Then "Compensation: Hourly range for new hires is generally $25.00 per hour for Reston, VA, Richmond, VA and Rockville, MD." That's Pay. Then "Internal Application Policy: ..." That's not needed; we can drop. Then "Benefits to support you: Competitive pay and benefits with a large employer (over 1600 employees nationwide)401(k), health insurance, and a competitive benefits packageWork in a supportive, collaborative environment committed to professional excellenceHelp clients navigate meaningful financial decisions with confidenceOpportunities for training, development, and long-term growth within the firmTuition reimbursement for qualified expenses". That's Benefits. Then "Kestra Values: ..." maybe not needed; could be omitted as boilerplate? It's values but not specifically requested; we could include as part of About the role? Probably drop as not required. We need to avoid repeating job title as heading. So no heading for "Executive Assistant". Also we should not include Job ID etc. We need to output only HTML fragment, no /, no markdown fences. We need to use

for section headings. Use

• for any list of duties/requirements/benefits, and

  for prose. We need to preserve all substantive information, not invent or summarize away detail. Remove boilerplate etc. We need to include a section only when posting has real, specific content for it. Thus sections we will include: - About the role (intro paragraph) - Responsibilities (list of duties) - Requirements / Qualifications / Skills maybe combine? The posting has "What You Bring:" which includes experience, skills, etc. Could be split into Requirements and Skills. But we can combine into one section "Qualifications" or "Requirements". The instruction says prefer a few substantive sections over many thin ones. So we could have one section "Qualifications" that includes experience, skills, etc. - Benefits (list) - Pay (hourly range) Schedule? The posting says "This is a remote part-time position." That's schedule info (part-time, remote). So we could include a Schedule section with that detail. We must not include sections with filler like "commensurate with experience". Not present. We need to ensure we don't repeat content. Let's extract content precisely. About the role paragraph: combine the intro sentences into a paragraph. We need to preserve all substantive information: mention offices locations, remote part-time, etc. Let's craft:

  Curo Private Wealth, with offices in Reston, VA, Richmond, VA and Rockville, MD, is seeking an experienced Executive Assistant to provide high-level administrative and operational support to senior executives and the firm. If you thrive in a fast-paced environment and are highly organized and resourceful, this role could be for you! The Executive Assistant serves as a trusted partner to the firm’s leaders by managing email communication, coordinating complex calendars, arranging business travel and events, and preparing and managing expense reports. This role supports the leaders’ effectiveness by protecting time, facilitating communication, anticipating needs, maintaining confidentiality, and ensuring that commitments and follow-up items are completed accurately and on time. The Executive Assistant also works closely with team members, vendors, and other stakeholders to provide polished, responsive, and professional support. This is a remote part-time position.

  Now Responsibilities: we have bullet-like sections under "What You'll Do:" with headings. We need to turn each duty into list items. Could group under
  • . We need to preserve all details. Let's extract each bullet: Executive Support and Calendar Management: - Manages the executive’s complex calendar, including scheduling, prioritizing, and coordinating internal and external meetings, appointments, and commitments. - Proactively resolves scheduling conflicts, protects time for high-priority work, and adjusts the calendar as priorities change. - Coordinates meeting logistics, including invitations, locations, virtual meeting links, materials, technology needs, and catering when applicable. - Prepares agendas, briefing materials, presentations, and other documents to ensure the executive is prepared for meetings and events. - Tracks commitments, decisions, and action items and follows up with appropriate parties to support timely completion. - Screens and prioritizes requests for the executive’s time and attention, using sound judgment and an understanding of firm priorities. Business Travel and Event Coordination: - Plans and books domestic and international business travel, including air, rail, lodging, ground transportation, and other required arrangements. - Ensures the executive has confirmations, schedules, contact information, and supporting materials. - Monitors travel arrangements and responds promptly to delays, cancellations, and other itinerary changes. - Coordinates lunches/meetings with COIs and other external partners - Coordinates executive participation in conferences, client events, leadership meetings, team events, and other business functions. - Partners with internal team members and external vendors to manage event logistics, registrations, contracts, materials, and deadlines. Expense Management and Administrative Operations: - Prepares, submits, and manages expense reports accurately and within required deadlines. - Reconciles receipts and transactions, identifies missing documentation, and resolves discrepancies in coordination with the executive and Kestra Accounts Payable. - Maintains organized records for travel, events, invoices, reimbursements, and business expenses. - Processes invoices, registrations, memberships, licensing and other executive-related administrative requests as assigned. Communication and Relationship Management: - Serves as a professional and responsive point of contact for clients, vendors, and other stakeholders interacting with the executive. - Drafts, reviews, and coordinates correspondence and communications on behalf of the executive as appropriate. - Handles confidential, sensitive, and proprietary information with a high degree of discretion and professionalism. - Builds effective working relationships across the firm and communicates proactively to prevent delays or missed commitments. - Anticipates the executive’s needs and addresses routine matters independently while escalating issues appropriately. - Provides courteous, polished, and timely service consistent with the firm’s standards. Special Projects and Team Support: - Supports strategic and operational projects sponsored by the executive by coordinating meetings, organizing information, tracking deadlines, and preparing status updates. - Conducts research and compiles information to support executive decision-making and planning. - Coordinates with other administrative and operational team members to ensure seamless coverage and execution of firm priorities. - Assists with office, team, and client events as needed. - Performs other executive support and administrative duties as assigned. Measures of Success: could be omitted or maybe included as part of Responsibilities? It's performance metrics; but we have no dedicated section for that. Could include as a separate section "Performance Expectations" but not in allowed headings. Probably we can drop as not required; but we must preserve ALL substantive information. The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. So we need to include that info somewhere. Could be included under Responsibilities as additional bullet points? Or we could create a section "Measures of Success" but not in allowed headings list. The instruction says use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It gives examples but not exclusive? It says "use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." Likely they expect only those headings. But we need to preserve all substantive information; we could incorporate Measures of Success into Responsibilities as additional bullet points (makes sense). We'll add them as bullet points under Responsibilities. Measures of Success bullet points: - Accuracy and effectiveness of calendar management and meeting coordination. - Timeliness and completeness of travel arrangements, itineraries, and expense reports. - Executive preparedness for meetings, travel, events, and key commitments. - Timely completion and follow-up of executive action items and assigned projects. - Quality, professionalism, and responsiveness of communication with internal and external stakeholders. - Protection of confidential information and consistent exercise of sound judgment. - Ability to anticipate needs, adapt to changing priorities, and improve administrative efficiency. Now "What You Bring:" includes qualifications. Let's extract each bullet: - Minimum of 5 years of Executive Assistant or senior-level administrative support experience, including experience supporting a senior executive. - Demonstrated experience managing complex calendars, coordinating business travel and events, and preparing expense reports. - Advanced calendar management, scheduling, and meeting coordination skills. - Demonstrated experience booking complex business travel and coordinating business events. - Experience preparing, reconciling, and managing expense reports. - Proficiency with Microsoft 365, including Outlook. - Exceptional organizational, project management, and time management skills. - Excellent written and verbal communication skills, including strong proofreading and business writing abilities. - High degree of discretion, professionalism, integrity, and sound judgment. - Ability to anticipate needs, work independently, and make appropriate decisions with limited direction. - Ability to manage multiple priorities and deadlines in a fast-paced, changing environment. - Detail-oriented approach with a high level of accuracy and follow-through. - Strong interpersonal and client service skills. - Ability to learn and use the firm’s technology, systems, and administrative processes. Also note: "Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice." That's a disclaimer; we can drop as boilerplate? It's not about compensation/benefits etc. It's a generic statement; could be considered boilerplate. Likely we can drop. Now Compensation: "Compensation: Hourly range for new hires is generally $25.00 per hour for Reston, VA, Richmond, VA and Rockville, MD." We'll put in Pay section. Benefits: "Benefits to support you: Competitive pay and benefits with a large employer (over 1600 employees nationwide)401(k), health insurance, and a competitive benefits packageWork in a supportive, collaborative environment committed to professional excellenceHelp clients navigate meaningful financial decisions with confidenceOpportunities for training, development, and long-term growth within the firmTuition reimbursement for qualified expenses". Need to parse: It seems missing punctuation. We'll extract list items: - Competitive pay and benefits with a large employer (over 1600 employees nationwide) - 401(k) - Health insurance - A competitive benefits package (maybe redundant