Family Office Executive Personal Assistant
Position Overview:
We are looking for an energetic, detail-oriented, and discreet Family Office Executive Personal Assistant to support a high-net-worth family and their entrepreneurial ventures. This multifaceted role involves overseeing business development during the early stages, managing financial strategies, and handling personal and household needs with confidentiality and professionalism.
Main Responsibilities:
Supporting Business Development & Growth
- Assist in the day-to-day operations, financial planning, and strategic development of family-backed startups during their early phases.
- Create and refine investor presentations, business plans, and key reports.
- Perform data analysis and financial modeling to support decision-making for investors and board members.
- Facilitate recruiting efforts for startup teams and household staff, helping to build capable and reliable teams.
Managing Family Finances & Administrative Tasks
- Oversee tracking of family expenses, income, and profitability.
- Help optimize tax planning, investment growth, and wealth management strategies.
- Coordinate charitable donations and political contributions.
- Work with private bankers, pilots, and other service providers to streamline operations.
- Handle administrative duties such as compliance, accounting, and financial reporting.
Personal & Household Assistance
- Provide support with personal errands, travel logistics, and urgent property issues.
- Assist with family needs, including children’s arrangements and household staffing.
- Maintain strict confidentiality, privacy, and professionalism at all times.
Qualifications & Skills:
- Minimum of 4 years’ experience in wealth management, finance, consulting, or a related
field
- Strong skills in preparing pitch decks, business plans, and financial reports.
- Solid knowledge of financial modeling, reporting, and accounting principles.
- Familiarity with high-net-worth family office operations and wealth management.
- Proven ability to recruit, interview, and onboard a diverse range of candidates.
- Excellent organizational skills, attention to detail, and the ability to handle sensitive information discreetly.
Compensation & Benefits:
- Salary range from $120,000 to $200,000, depending on experience and seniority.
- Optional performance bonuses, equity in family-started ventures, and future participation in investment gains.
- An opportunity to grow professionally and contribute to a dynamic, diversified family
You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting workgrades.com/home/candidate . Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.
...Ascend Digital Agency, a leading digital marketing agency headquartered in Buffalo, NY, is seeking a strategic and results-driven SEO Specialist... ...and implement comprehensive SEO strategies that enhance search visibility,navigate the changing search landscape, drive...
...custom clothing brand dedicated to providing top-notch client experiences and exquisite bespoke clothing. Who We Are: At Pearce Bespoke... ...sport coats, shirts, and trousers. Appointment Management: Travel within the assigned sales territory to conduct face-to-face...
...Christian, faith-based television show on a popular Christian television network. We are currently looking for an administrative assistant to help answer the phones, assist in processing and preparing orders, booking appointments, and much more. As an...
Interventional Anesthesiologist OR PM&R Physician Hillsborough NJ We are looking for a Pain Management Physician to join our medical group full time in Hillsborough, NJ. We are seeking an Interventional Anesthesiologist with a pain management fellowship/specialization...
...Join Topeka Public Schools - Where Educators Thrive! Salary Range 49,500-73,600 Largest district in Shawnee County, serving 13,000+ students Highest teacher salary in the region Student loan forgiveness available License reciprocity assistance 3rd largest...