Director of Executive Administration

Company Description

Terrapin Ridge Partners is a wealth management firm that helps clients design “work optional” lifestyles focused on time, relationships, and values rather than solely on financial metrics. The firm builds personalized plans that extend beyond retirement, ensuring every dollar has a clear purpose and each decision supports clarity, confidence, and long-term impact. Terrapin Ridge Partners emphasizes intentional planning, purposeful living, and legacy building for individuals and families. Securities are offered through Raymond James Financial Services, Inc., and investment advisory services through Raymond James Financial Services Advisors, Inc., with Terrapin Ridge Partners operating independently as a partner in clients’ financial journeys. Role Description The Director of Executive Administration is a full-time remote role responsible for overseeing high-level administrative operations and supporting firm leadership. This position manages executive calendars, coordinates meetings and client engagements, and prepares reports, presentations, and documentation for internal and external stakeholders. The Director ensures efficient workflow across administrative functions, maintains organized records, and supports compliance-related activities and communications with Raymond James and other partners. The role also includes developing and improving administrative processes, supporting budgeting and financial tracking tasks, and collaborating closely with leadership to enable strategic decision-making and client service excellence.

Qualifications

Candidates should possess strong Analytical Skills to interpret data, support decision-making, and improve administrative processes. Candidates should possess excellent Communication skills for clear written and verbal correspondence with executives, team members, and clients. Candidates should possess Finance and Budgeting skills to assist with forecasting, expense tracking, and financial reporting. Candidates should possess Accounting skills to support accurate recordkeeping, reconciliations, and basic financial documentation. Strong organizational and time management abilities, with attention to detail and a commitment to confidentiality. Proficiency with office productivity tools and collaboration platforms; comfort working in a fully remote environment. Experience in financial services, wealth management, or a related field is beneficial. Bachelor’s degree in business administration, finance, or a related discipline, or equivalent professional experience.