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.
We are seeking a Live Chat Agent/ Call Center Customer Service Representative that excels in meeting customers' expectations, from answering questions on products and services to processing orders. You should assist in investigating issues that arise and resolving conflicts...
...specifications Working with a range of RF-enabled devices including cell phone antennas, amplifiers, two-way radios, satellite systems, and... ...independently and with site engineers. Identifying and repairing faults in finished assemblies making adjustments as required....
...will work with the Research & Marketing team in ensuring all types of lawyers that our... ...emails to hundreds of lawyers each day. Target lists will be compiled based on our clients... ..., gets along well with others. A TEAM leader! Compensation & Benefits: Hourly:...
...About the Job: As a Senior Copywriter, you will craft compelling narratives that bring brands to life. Collaborating with cross-functional teams, including Art and Editorial, you will develop innovative copy that meets client objectives, while maintaining the highest...
Manager, Starbucks - Westfield Valley Fair Santa Clara, CA, United States Full time Schedule $54,600-$90,960 Annually** based on job, location, and schedule Job Description Be part of an amazing story. Macys is more than just a store. Were a ...