What are the responsibilities and job description for the Personal Assistant position at J. Katz & Partners, Inc?
Job Title: Personal Assistant
Location: New York, NY
Type: Full-time | Hybrid
About the Company:
Our client is a private investment group based in New York, managing a global, diversified portfolio across various asset classes with a long-term approach. Led by a tight-knit team, the firm collaborates with top-tier external investment managers and entrepreneurs to drive impactful investments worldwide.
The Role:
The firm is seeking a highly organized and proactive Personal Assistant to support 3–4 senior family members in their Family Investment Office. This is a unique opportunity to work in a fast-paced, professional environment alongside a collaborative and dedicated team.
Key Responsibilities:
- Provide high-level personal and administrative support to senior family members.
- Manage schedules, appointments, and complex travel arrangements.
- Coordinate meetings, prepare documents, and handle email and correspondence.
- Maintain confidentiality and manage sensitive information with discretion.
- Oversee day-to-day operations and assist with personal tasks to ensure smooth workflow.
Qualifications:
- 8 years of experience as a Personal or Executive Assistant, preferably in an investment or financial environment.
- Exceptional organizational and multitasking skills.
- Excellent written and verbal communication abilities.
- Strong interpersonal skills and a polished, professional demeanor.
- Proficiency in Microsoft Office and other productivity tools.
Why Join?
- Be part of a respected and dynamic private investment group.
- Take on a role that offers variety, impact, and responsibility.
- Work alongside senior professionals in a supportive and engaging environment.
- Enjoy a competitive compensation and benefits package.
Salary : $125,000 - $150,000