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Executive/Personal Assistant to CEO/UHNW Individual

Solomon Page
Beach, FL Full Time
POSTED ON 3/18/2025
AVAILABLE BEFORE 4/13/2025

Job Title:

A High-Profile Private Family Investment Office in Palm Beach, FL is seeking a new Full-Time/Permanent Executive/Personal Assistant to support the CEO/UHNW Individual and his Family.

Key Responsibilities:

  • Provide high-level administrative support to the CEO, including managing calendars, scheduling appointments, and organizing meetings.
  • Coordinate and prepare materials for meetings, presentations, and reports.
  • Handle confidential and sensitive information with the highest level of discretion.
  • Serve as the primary point of contact between the CEO and internal/external stakeholders.
  • Screen and manage phone calls, emails, and other correspondence.
  • Draft, proofread, and edit documents, emails, and communications on behalf of the CEO.
  • Oversee the day-to-day operations of the office, ensuring a smooth and efficient work environment.
  • Manage office supplies, equipment, and facilities.
  • Coordinate travel arrangements, including flights, accommodations, and itineraries.
  • Assist with special projects and initiatives as directed by the CEO.
  • Conduct research and gather information to support decision-making processes.
  • Plan and coordinate events, private dinners, receptions, and business functions.
  • Manage logistics, invitations, and on-site support for events.
  • Build and maintain strong relationships with key stakeholders, including clients, partners, and vendors.
  • Handle inquiries and requests from family members and other VIPs with professionalism and efficiency.
  • Assist with personal administrative duties, including finding and ordering items online, scheduling appointments (e.g., doctor's visits, car maintenance, etc.), conducting research on specific topics or gathering information, researching local services or businesses (e.g., finding a new dentist or gym), coordinating with pharmacies for refills and new prescriptions, etc.

Requirements:

  • Bachelor's degree or equivalent experience.
  • Minimum of 5-10 years of experience as an Executive Assistant, preferably in a family office or similar high-demand environment.
  • Strong MS Office Suite skills.
  • Highly organized and detail oriented.
  • Positive, flexible, adaptable, proactive;

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