Executive Assistant

Executive Assistant - Family Office

Key Responsibilities of the Executive Assistant:

• Provide comprehensive executive support, including calendar management, travel coordination, meeting preparation, and expense management
• Serve as a trusted gatekeeper, managing priorities, correspondence, and confidential information with discretion
• Coordinate meetings across multiple entities, including preparing agendas, materials, and follow-up action items
• Assist with document preparation, reporting, and light research related to investments, real estate, or operating businesses
• Act as a liaison between executives, internal teams, and external partners (legal, accounting, vendors, etc.)
• Support special projects and ad hoc initiatives across the firm’s portfolio
• Maintain organized digital and physical filing systems
• Anticipate executive needs and proactively resolve administrative or operational issues
  

Qualifications of the Executive Assistant:

• 5+ years of experience supporting senior executives, principals, or owners, preferably within investment, legal services, real estate, and/or energy environments
• Exceptional organizational and time-management skills with the ability to juggle multiple priorities
• High level of professionalism, discretion, and confidentiality
• Proficiency in Microsoft Office and/or Google Workspace
• Strong written and verbal communication skills

Why Consider This Role of the Executive Assistant?

• Unique opportunity to work closely with a high-net-worth family in a trusted, long-term capacity.
• Join an organization with a strong track record of employee longevity and low turnover—this opening comes because of a long-standing team member’s planned retirement!
• Competitive compensation and comprehensive benefits package.

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