Executive Assistant

Executive Assistant Overview

• The Executive Assistant role provides operational support to principals and staff in a dynamic family office setting.
• Coordinate travel, manage schedules, and ensure seamless operations for a high-performing team.
• Serve as the operational backbone for the organization, ensuring efficiency and professionalism.
• Collaborate closely with the CFO to support organizational goals and initiatives.
• Provide direct administrative support, including calendar management and expense tracking.
• Opportunity to grow into an Office Manager or Chief of Staff role as the organization expands.
• Work in a collaborative environment with additional perks like meditation sessions and volunteer days.
• Health, dental, vision coverage for individual and family, plus 401k matching.
• On-site role with potential for remote flexibility based on operational needs.

Executive Assistant Key Responsibilities & Duties

• Coordinate domestic and international travel, including flights, accommodations, and itineraries.
• Manage complex calendars for principals and professional staff, resolving scheduling conflicts proactively.
• Prepare travel updates and summaries of upcoming commitments and priorities.
• Serve as the primary contact for office vendors, building management, and service providers.
• Maintain organizational digital files, contracts, and correspondence efficiently.
• Coordinate team events, offsites, and board meeting logistics as necessary.
• Provide administrative support, including errands, mailings, and filings.
• Support onboarding of new staff and contractors with office logistics and systems access.
• Assist with ad hoc projects and initiatives across the organization.

Executive Assistant Job Requirements

• Bachelor of Arts (BA) degree required.
• 7–10 years of experience in executive assistant roles, preferably in family office or professional services settings.
• Proficiency in spreadsheet-based environments such as Excel or Google Sheets.
• Experience managing complex domestic and international travel arrangements.
• Demonstrated ability to manage multiple calendars for senior professionals.
• High degree of discretion and professionalism in handling confidential information.
• Strong written and verbal communication skills for drafting correspondence.
• Organized, detail-oriented, and proactive with minimal supervision required.
• Ability to adapt and thrive in a dynamic, fast-paced environment.