Executive/Personal Assistant at Family Office

A well-established, multi-generational family office is looking for a Personal Assistant to comprehensive services to family members, which will be anywhere from 4-6 people. The official title of the role is Senior Client Representative. The role is hybrid: 3 days in office, 2 days remote (there may be flexibility to be in office 2 days). The Finance Manager will train the assistant on handling finances.

About the Job:

¨ Supervise financial and operational aspects of family properties, yachts, and aircraft

¨ Manage purchase and sale transactions, as well as construction and renovation projects

¨ Manage personal staff, coordinating household logistics, courier services

¨ Event planning and personalized projects

¨ Oversee travel arrangements in collaboration with travel service teams to ensure seamless experiences

¨ Facilitate personal and family foundation charitable giving, ensuring compliance and proper documentation

¨ Oversee insurance policies. Manage claims, coordinate with providers, and ensure proper asset registration and coverage

¨ Serve as the primary liaison for clients, external advisors, service providers, and household staff, fostering strong, long-term relationships

¨ Lead and mentor junior team members, promoting accuracy, compliance, and a collaborative office culture

¨ Assist with budgeting, cash flow forecasting. Review and approve personal bills, invoices, and bank transfers to ensure timely execution.

About You:

¨ Minimum of 8 years of experience in a related support position

¨ Previous experience supporting a HNW individual or executive

¨ BA/BS from a college or university a plus

¨ Excellent Microsoft Office skills (Word, Excel, PowerPoint and Outlook)

¨ Tech savvy

¨ Dynamic and proactive comfortable in a fast-paced environment.

¨ Outstanding communication skills

Salary, Bonus, Benefits, Paid vacation, Benefits (basic plan paid 100% by company), 401K, Profit Sharing