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 aircraft
¨ Manage purchase and sale transactions, as well as construction and renovation projects
¨ M anag e personal staff, coordinating household logistics, courier services
¨ E vent planning and personalized projects
¨ Oversee travel arrangements in collaboration with travel service teams to ensure seamless experiences
¨ Facilitate personal and family foundation charitable giving, ensuring compliance and proper documentation
¨ Oversee insurance policies. Manage claims, coordinate with providers, and ensure proper asset registration and coverage
¨ Serve as the primary liaison for clients, external advisors, service providers, and household staff, fostering strong, long-term relationships
¨ Lead and mentor junior team members, promoting accuracy, compliance, and a collaborative office culture
¨ Assist 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 position
¨ Previous experience supporting a HNW individual or executive
¨ BA/BS from a college or university a plus
¨ Excellent Microsoft Office skills (Word, Excel, PowerPoint and Outlook)
¨ Tech savvy
¨ Dynamic and proactive comfortable in a fast-paced environment.
¨ Outstanding communication skills
Salary, Bonus, Benefits, Paid vacation, Benefits (basic plan paid 100% by company), 401K, Profit Sharing