Director of Executive Affairs

Company Description

Terrapin Ridge Partners is a wealth advisory firm that helps clients design “work optional” lifestyles focused on time, relationships, and values rather than solely on financial metrics. The firm creates intentional, long-term plans that extend beyond retirement, ensuring every dollar has a clear purpose and each decision supports clarity, confidence, and lasting impact. Terrapin Ridge Partners emphasizes living fully and leaving a legacy, aligning financial strategies with what matters most to clients. 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 while providing clients with transparent, compliant guidance. Role Description The Director of Executive Affairs is a full-time, remote role responsible for supporting the firm’s leadership through high-level administrative, strategic, and operational coordination. This role manages executive calendars, prepares meeting agendas and materials, and oversees follow-up actions to ensure priorities are executed effectively. The Director coordinates internal and external communications, drafts and reviews correspondence, and supports client-facing initiatives that reflect the firm’s commitment to intentional planning and excellent service. Day-to-day responsibilities include organizing projects and workflows, tracking key deadlines, maintaining documentation and compliance-related records, and collaborating with advisors and team members to streamline processes. This position also contributes to special projects, assists with strategic planning activities, and helps maintain a professional, values-driven executive environment.

Qualifications

Strong executive support and organizational skills, including calendar management, meeting coordination, and task prioritization. Excellent written and verbal communication skills, with experience drafting professional correspondence and preparing presentations or reports. Proficiency with productivity and collaboration tools (e.g., Office or Google suites, virtual meeting platforms, project management tools). Ability to manage confidential information discreetly and uphold high standards of integrity and professionalism. Experience working remotely with minimal supervision, demonstrating reliability, initiative, and time management. Background in financial services, wealth management, or a professional services environment is preferred but not required. Bachelor’s degree in Business, Communications, Administration, or a related field, or equivalent professional experience. Comfort working within regulated environments and learning basic compliance and documentation requirements.