What are the responsibilities and job description for the Personal Assistant position at The Estate Agency?
Personal Assistant to UHNWI — Palm Beach County
We are seeking an experienced and highly capable Personal Assistant to support a dynamic ultra-high-net-worth individual and their family. This role will involve both personal and business-related responsibilities, requiring flexibility, discretion, and the ability to operate with a polished, professional demeanor in fast-paced, high-pressure environments.
Key Responsibilities:
- Provide comprehensive executive-level and personal support, including complex calendar management for business and personal commitments using Microsoft Outlook.
- Coordinate domestic and international travel arrangements, including detailed itineraries, reservations, and on-the-ground logistics.
- Act as a professional liaison between the principal, family members, business associates, and household staff, ensuring smooth communication and follow-through.
- Assist with household tasks: gift sourcing, concierge services, errands, personal shopping, inventory oversight, and travel preparation (packing/unpacking).
- Support special projects, maintain task trackers, and follow up on business and personal initiatives.
- Handle time-sensitive and confidential matters with the highest level of discretion and judgment.
Qualifications:
- Minimum of 5 years of experience as a Personal Assistant, preferably supporting a UHNWI.
- Proven expertise in Microsoft Outlook (calendar management, scheduling, task tracking).
- Strong background supporting both business and private life demands simultaneously.
- Exceptional organizational skills with the ability to juggle multiple priorities in a fast-paced, constantly evolving environment.
- High degree of emotional intelligence, discretion, and professionalism.
- Flexible schedule and a 24/7 mindset, with the ability to adapt to last-minute changes and requests.
- Positive, service-oriented attitude with a “no task too big or small” approach.
- Strong problem-solving skills and the ability to anticipate needs.
- Willingness to travel as needed.
- MUST be currently based in the Palm Beach area.
Schedule:
Monday–Friday, with flexibility for after-hours and weekend availability as required.
Salary : $100,000 - $150,000
