Job Description

A High-Profile Private Family Investment Office in Palm Beach, FL is seeking a new Full-Time/Permanent Executive/Personal Assistant to support the CEO/UHNW Individual and his Family. This person will also be supporting the President, VP of Operations, Foundation President, and Investment Analyst. The Assistant will play a critical role in supporting the CEO with daily operations, managing schedules, coordinating meetings, and handling confidential information with the utmost discretion. Candidates must have a minimum of 5-8+ years of applicable high-level executive administrative experience, ideally supporting an UHNW Individual/CEO in a family office or similar high-demand environment, and a Bachelor’s degree is strongly preferred/required. All candidates MUST be able to pass an extensive and detailed background security check, including criminal/civil/etc. – all social media must also be private. This person will be the more senior of the two Assistants (great team to work with!) and should be incredibly positive, organized, flexible, proactive, polished, professional, adaptable, funny/humorous, team oriented/easy to work with, extremely confidential/discreet, with a “no task is too big or small” mentality and a calm, “cool under pressure” demeanor who is accustomed to and can thrive in an incredibly fast-paced, ever-changing environment and can contribute to the overall efficiency of the office. This UHNW CEO/Individual/Family is amazing – so nice, funny, down to earth, etc. Only the best of the best should apply to this one-of-a-kind role! Our family office is a dynamic and fast-paced environment dedicated to managing the personal and professional affairs of a high-profile family. We pride ourselves on our commitment to excellence, discretion, and proactive support. We are seeking a highly experienced and detail-oriented Senior Executive Assistant to provide comprehensive support to our CEO.

• Salary depends on experience ($150-160k ALL IN compensation package, which includes base and small year-end discretionary bonus), 80% company paid benefits, 401k match, very generous PTO policy, amazing/cool perks!!
• Hours are 9:00am-5:00pm, with flexibility to be available after hours/on weekends as needed. 5 days in Palm Beach, FL office.

Responsibilities:

• Provide high-level administrative support to the CEO, including managing calendars, scheduling appointments, and organizing meetings.
• Coordinate and prepare materials for meetings, presentations, and reports.
• Handle confidential and sensitive information with the highest level of discretion.
• Serve as the primary point of contact between the CEO and internal/external stakeholders.
• Screen and manage phone calls, emails, and other correspondence.
• Draft, proofread, and edit documents, emails, and communications on behalf of the CEO.
• Oversee the day-to-day operations of the office, ensuring a smooth and efficient work environment.
• Manage office supplies, equipment, and facilities.
• Coordinate travel arrangements, including flights, accommodations, and itineraries.
• Assist with special projects and initiatives as directed by the CEO.
• Conduct research and gather information to support decision-making processes.
• Plan and coordinate events, private dinners, receptions and business functions.
• Manage logistics, invitations, and on-site support for events.
• Build and maintain strong relationships with key stakeholders, including clients, partners, and vendors.
• Handle inquiries and requests from family members and other VIPs with professionalism and efficiency.
• Assist with personal administrative duties, including finding and ordering items online, scheduling appointments (e.g., doctor’s visits, car maintenance, etc.), conducting research on specific topics or gathering information, researching local services or businesses (e.g., finding a new dentist or gym), coordinating with pharmacies for refills and new prescriptions, etc.

Required Qualifications:

• Bachelor’s degree or equivalent experience.
• Minimum of 5-10 years of experience as an Executive Assistant, preferably in a family office or similar high-demand environment.
• Strong MS Office Suite skills.
• Highly organized and detail oriented.
• Positive, flexible, adaptable, proactive; “no task it too big or small mentality.”
• Calm, “cool under pressure” demeanor.
• Accustomed to thriving in an incredibly fast-paced, ever-changing, dynamic environment.
• Extremely confidential/discrete.
• Able to pass an extensive and detailed background security check.
• Must possess a valid driver’s license.

​If you meet the required qualifications and are interested in this role, please apply today. The S

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