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.
...CARE SPECIALIST Are you a dedicated individual with a passion for providing quality... ...group providing 24/7 whole-person care. Our clinical team treats physical, behavioral, and... ...to patients per Upward Health policy. Documents each patient encounter with accuracy and...
...diligence and ongoing monitoring of investments. Qualifications: Bachelor's degree in Finance, Economics, or a related field; MBA or CFA designation preferred. Minimum of 5 years of experience in corporate credit analysis, with a focus on high yield and distressed...
...Job Title: Summer Intern Location: Jersey City Medical Center Department: Internship Department Req#: 0000202490 Status: Full-Time Shift: Day Salary Range: $15.50 Hourly Pay Transparency: The above reflects the anticipated hourly range for this...
Job Summary: The CAD Drafter / Designer works within the tank design group creating detailed fabrication, erection drawings and bill of materials for tank projects, welded steel plate structures and structural components per API 650, 620, 653, AWWA, internal company standards...
.../hr. to $25/hr. on W2 Onsite Job Function/Description: Manage full-cycle international and domestic freight forwarding operations... ...: ~15 years of relevant experience in freight forwarding or logistics operations preferred ~ Familiarity with import/export...