Executive & Personal Assistant
Core
High-trust support for a family business owner across business, personal, family, board, and philanthropic activities.
Role type
Executive & Personal Assistant
Builds
Operational order and successful outcomes for a family business owner
Domain
Family Office / Executive Support
Deliverable
client delivery
Required skills
calendar management, travel logistics, expense tracking, document management, event coordination, financial organization, digital information management, research, stakeholder communication
Preferred skills
personal administration, household coordination, vendor management, loyalty program management, physical transport of materials
Technologies
Microsoft Office, Outlook, Excel, Teams, AI-enabled tools
Responsibilities
Manage calendars, scheduling, meetings, deadlines, and follow-up; Coordinate personal and family schedules and day-to-day logistics; Plan and coordinate domestic and international travel; Track and organize expenses, receipts, invoices, and reimbursements; Support events, dinners, meetings, and family gatherings; Interface with accountants, attorneys, and other advisors
Seniority
Mid-Senior, hands-on IC
