Hybrid Personal Assistant at Family Office

A well-established, multi-generational family office is looking for a Personal Assistant to comprehensive services to family members, which will be anywhere from 4-6 people. The official title of the role is Senior Client Representative. The role is hybrid: 3 days in office, 2 days remote (there may be flexibility to be in office 2 days). The Finance Manager will train the assistant on handling finances.About the Job:Supervise financial and operational aspects of family properties, yachts, and aircraftManage purchase and sale transactions, as well as construction and renovation projectsManage personal staff, coordinating household logistics, courier servicesEvent planning and personalized projectsOversee travel arrangements in collaboration with travel service teams to ensure seamless experiencesFacilitate personal and family foundation charitable giving, ensuring compliance and proper documentationOversee insurance policies. Manage claims, coordinate with providers, and ensure proper asset registration and coverageServe as the primary liaison for clients, external advisors, service providers, and household staff, fostering strong, long-term relationshipsLead and mentor junior team members, promoting accuracy, compliance, and a collaborative office cultureAssist with budgeting, cash flow forecasting. Review and approve personal bills, invoices, and bank transfers to ensure timely execution.About You:Minimum of 8 years of experience in a related support positionPrevious experience supporting a HNW individual or executive BA/BS from a college or university a plusExcellent Microsoft Office skills (Word, Excel, PowerPoint and Outlook)Dynamic and proactive comfortable in a fast-paced environment.Outstanding communication skillsSalary, Bonus, Benefits, Paid vacation, Benefits (basic plan paid 100% by company), 401K, Profit Sharing

Created: 2025-02-22