Executive Personal Assistant

The Executive Vice President of Shareholder Services and the Family Office are seeking an exceptional, proactive Family Office & Personal Assistant. This professional will provide comprehensive administrative, organizational, and logistical support to the EVP and their family.

The role demands a highly motivated, adaptable, and customer-focused problem-solver with a commitment to their own growth while facilitating the productivity and effectiveness of a dynamic Executive and family office. As the primary point of contact for personal and family matters, this assistant will manage projects, communications, and schedules to ensure smooth operations and timely execution of responsibilities. The ideal candidate is a strategic, resourceful, and self-starting individual with exceptional organizational and interpersonal skills.

They will be integrated into most matters related to the Family Office and are expected to anticipate needs, optimize processes, and deliver results efficiently. Maturity, discretion, and a strong sense of judgment are essential, along with the flexibility to adapt to an ever-evolving role. Responsibilities: Manage complex personal and professional schedules and appointments.

Handle communications, prepare documents, conduct research, and arrange domestic and international travel. Organize events, manage agendas, facilitate meetings, and execute personal tasks such as errands and shopping. Oversee projects and ensure alignment with timelines and quality standards.

Optimize the EVP’s time by anticipating needs and managing their personal and professional commitments effectively. Serve as the primary contact and gatekeeper, filtering communications and handling inquiries on behalf of the EVP. Build and maintain trust with internal and external stakeholders, serving as a liaison in a fast-paced environment.

Proactively manage changing needs and project timelines. Research, purchase, and facilitate the delivery of gifts. Embrace new technology to enhance productivity and transparency.

Coordinate with IT to ensure all tech needs are met for the EVP. Perform a variety of additional tasks as required to support the EVP and Family Office. This role involves a diverse range of tasks, and no two days will be alike.

We seek someone who thrives in a dynamic, high-impact role where adaptability is key. Required Skills and Qualifications: Expert organizational skills with a strong ability to track and follow up on tasks.

Exceptional communication and collaboration skills. Previous experience as an Executive or Personal Assistant to a CEO or private family. Proficient in managing multiple calendars, including complex travel itineraries.

Strong technical skills with Apple products, Mac, MS Office, Outlook, and project management tools. High emotional intelligence, maturity, and professional interpersonal skills. Ability to work effectively in a fast-paced and ever-changing environment.

Independent problem-solving skills with a resourceful and solution-oriented mindset. Skilled in managing multiple priorities with a strong sense of urgency. Sound judgment with high integrity and discretion.

Self-motivated team player with the ability to work independently and complete tasks with minimal guidance. Natural relationship builder with strong emotional intelligence.