Executive Assistant

We are seeking a highly organized, detail-oriented, and proactive hands-on Associate to support a private Family Office. This role is multi-faceted and requires a professional who can seamlessly manage administrative, financial, legal, and property management tasks while maintaining the highest levels of discretion and confidentiality.

Responsibilities:

• Provide high-level administrative support, including calendar management, document management, and correspondence handling.
• Manage bookkeeping tasks and coordinate with external accountants.
• Assist with legal and compliance matters, including the tracking of legal documents and liaising with attorneys.
• Assist with property management, including tenant communications, vendor coordination, and maintenance oversight.
• Act as a key point of contact for internal and external stakeholders, ensuring professional communication at all times.
• Conduct research and compile reports to support business and personal decision-making.
• Maintain and organize confidential records, contracts, and financial documents.
• Handle special projects as needed.

Qualifications:

• Bachelors Degree
• 2+ years of experience in a family office, wealth management or similar environment.
• General familiarity with bookkeeping/accounting matters
• General familiarity with legal and compliance matters
• Strong communication skills, both written and verbal.
• Professional appearance and demeanor
• Strong organizational and multitasking skills with strong attention to detail.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), QuickBooks and other relevant software.
• Discretion and ability to handle sensitive and confidential information.
• Strong problem-solving skills and the ability to work independently with minimal supervision.