Executive Personal Assistant
Core
Runs daily life for the CEO, managing calendar, inbox, logistics, and personal/philanthropic admin to enable the CEO to focus on leading the company.
Role type
Executive Personal Assistant (Senior, hands-on IC)
Builds
Automated workflows using AI tools (e.g., Claude) for recurring tasks
Domain
Executive support / Family office / Private wealth management
Required skills
Calendar management, inbox triage, travel logistics, event planning, document handling, email drafting, Microsoft 365 expertise, AI automation, financial paperwork handling
Preferred skills
Family office experience, foundation support experience
Technologies
Microsoft 365, Zoom, Webex, DocuSign, Adobe Acrobat, Claude
Responsibilities
Own the CEO's calendar, inbox, and logistics; build automations for daily tasks; arrange travel and events; handle personal and philanthropic admin; support the family office and foundation; maintain a shared tracker of open items
Seniority
Senior, hands-on IC
