Executive Assistant

Executive Assistant to Head of Family Office

Position Overview

We are seeking a highly experienced, polished, and exceptionally organized Executive Assistant to provide comprehensive support to the Head of a private Family Office. This is a high-level, demanding role requiring exceptional discretion, flexibility, and the ability to operate in a fast-paced, dynamic environment.

The ideal candidate will have prior experience supporting senior executives or high-net-worth individuals within a family office, private wealth management firm, investment firm, or financial services organization.

This position requires 24/7 availability
, including evenings, weekends, and holidays as needed, to accommodate the executive's business and personal priorities.

Key Responsibilities

• Provide comprehensive executive and personal support to the Head of Family Office, managing both professional and personal matters.
• Manage complex calendars, scheduling, meetings, appointments, and constantly changing priorities.
• Coordinate domestic and international travel, including private aviation, accommodations, transportation, and detailed itineraries.
• Serve as a trusted liaison between the executive, family members, investment professionals, financial institutions, attorneys, and external advisors.
• Handle highly confidential financial, business, and personal information with the utmost discretion.
• Coordinate meetings, prepare correspondence, organize documents, and manage executive communications.
• Anticipate the executive's needs, proactively resolve issues, and ensure seamless day-to-day operations.
• Assist with family office administrative functions, special projects, and personal requests.
• Remain accessible outside traditional business hours to address urgent matters and last-minute changes.

Qualifications

• Prior experience within financial services, private wealth management, investment management, or a family office is required.
• Significant experience supporting C-suite executives, principals, or high-net-worth individuals.
• Proven ability to manage demanding schedules and complex personal and professional responsibilities.
• Exceptional organizational, communication, and problem-solving skills.
• Demonstrated ability to maintain strict confidentiality and exercise sound judgment.
• Highly polished, professional, resourceful, and detail-oriented.
• Comfortable working independently with minimal direction and managing competing priorities.
• Strong proficiency in Microsoft Office and executive administrative technology.
• Must be comfortable with a 24/7 on-call environment and a high degree of flexibility.