Personal Assistant​/Financial Analyst - ONSITE - FAMILY OFFICE

Position: Personal Assistant / Financial Analyst - ONSITE - FAMILY OFFICE

Get AI-powered advice on this job and more exclusive features.

This range is provided by HR Exchange. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$50,000.00/yr - $/yr

Direct message the job poster from HR Exchange

Personal Assistant / Project Manager – UHNWI Family Office

Employment Type: Full-Time | In-Person

Reports To: Principals (Husband & Wife) + Principal of the Family Office – will work between Private Equity Offices and Home Office

About the Role:

An ultra-high-net-worth (UHNWI) couple based in the Miami Beach / Bal Harbor area is seeking a highly capable and trustworthy Personal Assistant / Project & Estate Manager to serve as their right hand across all personal, lifestyle, and estate-related matters. This is a dynamic, high-expectation role for a self-starter who is deeply organized, resourceful, and able to work with autonomy and discretion.

The role also provides direct access to and mentorship from the Principal of the Family Office, with long-term potential to grow into investment or operational roles within the family’s private equity interests.

HUNGRY to be the right-hand person to a CEO. Business Degree required.

Key Responsibilities:

Personal & Executive Support:

• Provide day-to-day personal and logistical support to the husband and wife
• Manage complex scheduling, domestic/international travel arrangements, dining and event bookings, and private aviation
• Handle confidential matters discreetly and professionally, maintaining a high standard of privacy
• Perform deep research on travel, purchases, vendors, and other high-value decisions on behalf of the family
• Oversee multiple high-end residential properties across the U.S.
• Coordinate with property managers, service providers, and contractors to ensure properties are maintained to the highest standards
• Manage household staff and vendors; ensure readiness for family arrivals
• Maintain inventories, household manuals, and standard operating procedures
• Review invoices, reconcile expenses, and assist in budget tracking
• Utilize Microsoft Excel to organize financial data and prepare summary reports
• Understand and apply financial language when working with vendors, advisors, and internal stakeholders
• Coordinate with accountants, attorneys, and other professionals connected to the family office

Family Office & Mentorship:

• Work directly with the Principal of the Family Office on select operational matters
• Receive mentoring and exposure to the family’s private equity and investment ventures
• Participate in internal projects, research, and initiatives that support long-term professional development

Required Qualifications:

• Bachelor’s degree or near-completion in Business, Finance, Accounting, or related field
• Minimum 2–5 years of experience in a Personal Assistant, Estate Manager, or Executive Support role, preferably supporting HNW/UHNW clients
• Proficient in Microsoft Excel and financial terminology
• Strong skills in independent research, organization, multitasking, and prioritization
• Must be a self-starter with excellent judgment and follow-through
• Ability to operate autonomously, maintain discretion, and anticipate needs proactively
• Must reside in or be able to reliably commute daily to the Miami Beach / Bal Harbor area
• Spanish is a plus, not required
• Flexibility to travel occasionally, and to respond after hours when needed
• Competitive base salary (commensurate with experience)
• Performance-based bonus potential
• Health and wellness benefits
• Paid vacation and personal time
• Long-term career growth and mentorship within a prestigious family office and private equity group

To Apply:

Please email your resume and a brief cover letter to [email/contact info]. Finalists will be asked to provide references and undergo a background check & NDA

Seniority level

• Seniority level
  
  Entry level

Employment type

• Employment type
  
  Full-time

Job function

• Job function
  
  Administrative, Finance, and Analyst
• Industries Venture Capital and Private Equity Principals

Referrals increase your chances of interviewing at HR Exchange by 2x

Sign in to set job alerts for “Personal Assistant” roles.

Fort Lauderdale, FL $1,500.00-$3,800.00 1 month ago

Fort Lauderdale, FL $1,500.00-$3,800.00 1 month ago

Personal Assistant To The Chief Brand Officer Executive Personal Assistant to High-Profile Influencer Front Office Manager - Hilton Cabana Miami Beach Resort

Miami, FL $50,000.00-$55,000.00 3 weeks ago

Coral Gables, FL $55,000.00-$60,000.00 3 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr