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.
...primary point of contact for customs clearance processes. File entries through the Automated Broker Interface (ABI) in compliance with CBP regulations. Accurately classify products using the Harmonized Tariff Schedule of the United States (HTSUS). Interpret import/...
...Job Title: Front-End Developer (TypeScript/JavaScript) Job Summary: We are seeking a skilled Front-End... ...Webpack, Vite) Knowledge of accessibility and web performance best practices Location: Cupertino, CA OR Remote (PST hours) Type: Contract Duration:...
Anderson Trucking Service is Signing Lease Purchase Drivers Near You. Earn More by Running When you average 1,800 miles a week over the course of four weeks, you'll earn an extra 5% of your income. It's as simple as that! The Support You Need to Live the Lifestyle You...
...be at the forefront of ensuring our patients receive the highest level of care. Your duties will include preparing patients for... ...This is a multifaceted role where you will be responsible for data entry, scheduling appointments, and maintaining patient care documentation...
...analysis and beyond. Some example areas include (but not limited to) video compression algorithms, future video coding standards, VR and 36... ...conditions of the applicable plans then in effect, full time interns are also eligible to enroll in the Company-sponsored medical...