Administrative Assistant and Office Manager, Family Office

We are seeking a highly organized, discreet, and proactive Administrative Assistant to support the daily operations of a private family office. This role offers the opportunity to work closely with family members, executives, advisors, and service providers in a professional and fast-paced environment. Applicants shouldbe self starters able to work both independently and with a team.

The ideal candidate will be detail-oriented, adaptable, and capable of handling a wide range of administrative responsibilities while maintaining strict confidentiality.

• Maintain confidential files, records, and contact databases with a high degree of discretion
• Manage office operations, management systems and software, process-invoices, expense reports, reimbursements and basic bookkeeping tasks
• Liaise with vendors, advisors, household staff, attorneys, accountants, and other external partners
• Support document management, filing, and record retention processes
• Screen calls, emails, and other communications; prioritize and respond appropriately
• Prepare correspondence, reports, presentations, and meeting materials
• Aid in the generation of financial reports
• Assist in handling both personal and business related tasks
• Handle ad hoc requests and provide general administrative support as needed

• 5 - 8 years of administrative experience, preferably within a family office, private office, financial services, or professional services environment
• Bachelor's degree preferred o r equivalent professional experience
• Strong proficiency in Microsoft Office Suite and calendar management systems with high proficiency in excel reporting
• Excellent written and verbal communication skills
• Exceptional time management, organizational, and multitasking abilities
• High level of discretion and professionalism when handling sensitive information
• Strong interpersonal skills and a client-service mindset
• Familiarity with accounting or expense management software

• Experience supporting high-net-worth individuals or executives
• Comfort working in a small, collaborative office environment