Marmaras & Smith, LLC Private Wealth Management
Bedminster, NJ, USA
Marmaras & Smith is a private wealth management firm serving high-net-worth individuals and multi-generational families. As we continue to grow, we are seeking a highly capable Executive Assistant to serve as a strategic partner and client-facing liaison to one of our Co-Founding Principals.
This is a high-trust, high-impact role embedded directly in client relationships and firm operations. The ideal candidate operates with ownership, precision, and professionalism.
The Role
The Executive Assistant serves as the Managing Partner’s operational right hand and client-meeting partner. You will attend client meetings, ensure accurate documentation and follow-through, and help drive seamless execution across client service and internal initiatives.
Key Responsibilities
Client Meeting & Documentation
Attend client meetings and capture comprehensive notes (Zocks AI or similar)
Finalize and maintain accurate records in Redtail CRM
Prepare review materials,...