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.
...Executive Assistant for a prominent executive within either the investment arena or a Fortune 100 company. No Personal Assistance. Bachelor's degree required with 8+ years of professional EA experience and a very hands-on approach. Proficiency in all MS Office, Salesforce...
...Seeking skilled & and experienced floor coating installer for industrial floor coating client in Lakeland, FL. Key Responsibilities: Prepare surfaces for coating application Apply various types of floor coatings using industry-standard techniques Ensure the...
...Whats The Job? Title: Welding Pipefitting Technician Location: Blair Nebraska Salary: Up to $37.78 per hour depending on experience Hours: 4 10hr days Mon-Thur or Tues-Fri 6a-430p Whats in it for me? Weekly pay on Fridays Comprehensive...
...partnered with a large and fast growing pharma company for their Houston, TX facility. Ideal candidates should be coming from a project management background with a proven record of customer service optimization or operations focused projects. Day to day you will:...
...FTV and Sea-stock report differences # DMS data accuracy Cross-Functional Collaboration: Work closely with procurement, logistics, transportation, and warehousing teams to ensure the smooth flow of materials and products. Coordinate with production and...