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.
...transition and talent development, as well as outsourcing and consulting. Shrikon serves diversified client domains such as ecommerce, Telecom... ...expertise in the hire-to-retire process flow for all Oracle HCM Cloud modules, including Core HR, ORC, Learn, Talent, and Compensation...
...per week Monday Thursday: 8:00 a.m. 4:30 p.m. Friday: 8:00 a.m. 1:00 p.m. How to Apply: Interested candidates should send a rsum and cover letter outlining their relevant experience to Tony Carter, Lead Engineer , at ****@*****.*** ....
...Title: Document Controller Location: Denver, CO Job Type: Full-Time Hybrid (3+ days/week in the Denver office) Travel Requirement: Approximately 10% within North America Join the Clean Energy Revolution! Are you ready to shape the future of sustainable...
...opportunity. They are willing to train someone without previous mortgage experience. They look for someone who is resilient and self-driven... ...role, you will help home buyers get approval for a mortgage loan. You will obtain and review their financial documents like credit...
...Care Provide engaged, developmentally appropriate care for three children ages 2, 8, and 11 Manage children's daily routines including meals, hygiene, and activities Plan and prepare nutritious meals and snacks for the children Support school-aged children with...