A well-established, multi-generational family office is looking for a Personal Assistant to comprehensive services to family members, which will be anywhere from 4-6 people. The official title of the role is Senior Client Representative. The role is hybrid: 3 days in office, 2 days remote (there may be flexibility to be in office 2 days). The Finance Manager will train the assistant on handling finances.
About the Job:
Supervise financial and operational aspects of family properties, yachts, and aircraft
Manage purchase and sale transactions, as well as construction and renovation projects
Manage personal staff, coordinating household logistics, courier services
Event planning and personalized projects
Oversee travel arrangements in collaboration with travel service teams to ensure seamless experiences
Facilitate personal and family foundation charitable giving, ensuring compliance and proper documentation
Oversee insurance policies. Manage claims, coordinate with providers, and ensure proper asset registration and coverage
Serve as the primary liaison for clients, external advisors, service providers, and household staff, fostering strong, long-term relationships
Lead and mentor junior team members, promoting accuracy, compliance, and a collaborative office culture
Assist with budgeting, cash flow forecasting. Review and approve personal bills, invoices, and bank transfers to ensure timely execution.
About You:
Minimum of 8 years of experience in a related support position
Previous experience supporting a HNW individual or executive
BA/BS from a college or university a plus
Excellent Microsoft Office skills (Word, Excel, PowerPoint and Outlook)
Dynamic and proactive comfortable in a fast-paced environment.
Outstanding communication skills
Salary, Bonus, Benefits, Paid vacation, Benefits (basic plan paid 100% by company), 401K, Profit Sharing
...Dunham & Jones Attorneys at Law, P.C. is seeking an associate attorney for our Houston, TX location. If you are someone who thrives from taking initiative and is eager to meaningfully contribute to the growth and development of the firm, this is a career path opportunity...
Shift ManagerTaco Bell is looking for people who love serving customers, have experience in the restaurant industry and want to be... ...GED Works Program to earn High School Diploma and Educational Reimbursement- Retail discounts through brand perks programs (Taco Perks, KFC...
...rewarding opportunity in a caring environment. We are currently seeking an experienced: CERTIFIED OCCUPATIONAL THERAPY ASSISTANT (COTA) PRN Work with a multidisciplinary team to insure a wonderful rehab experience for patients and their families by being...
Careers With Purpose Sanford Health is one of the largest and fastest-growing not-for-profit health systems in the United States. We're proud to offer many development and advancement opportunities to our nearly 50,000 members of the Sanford Family who are dedicated...
...Were looking to hire an experienced interior designer to join The Workroom Interiors team! Our designers manage multiple projects from start... ...what we are looking for: ~4-5 years of interior design experience ideal. ~ Strong AutoCAD skills. ~ Strong project...