Executive Assistant to Head of Family Office, West Palm Beach

And Simple ApS; West Palm Beach (FL); On-site; USD 90,000 - 110,000; Full time

Job summary

And Simple ApS in West Palm Beach seeks an exceptionally organized Executive Assistant to provide comprehensive support to the Head of a private family office. The role is high-level, demanding, with discretion and flexibility in a fast-paced environment, including on-call responsibilities as needed.

The ideal candidate has supported senior executives or HNW individuals within family offices or wealth management, excels at calendar management, travel coordination, and confidential

Qualifications

• Experience supporting C-suite or high-net-worth individuals.
• Background in family offices or wealth management is preferred.
• Ability to manage demanding schedules and shifting priorities.
• Strong organizational, communication and problem-solving skills.
• Strict confidentiality and sound judgment are essential.
• Proficiency with Microsoft Office and related technologies.

Responsibilities

• Provide comprehensive executive and personal support to the Head of Family Office.
• Manage complex calendars, scheduling, meetings and changing priorities.
• Coordinate domestic and international travel, including private aviation, accommodations and itineraries.
• Serve as trusted liaison between the executive, family members, investment professionals, financial institutions, attorneys and advisors.
• Handle highly confidential financial, business and personal information with discretion.
• Prepare correspondence, organize documents and manage executive communications.
• Assist with family office administrative functions, special projects and personal requests.

Skills

Calendar management

Travel coordination

Discretion

Communication

Confidentiality

On-call availability

Education

Bachelor's degree

Tools

Microsoft Office Suite

Secure email platforms

Job description

A highly experienced, polished and exceptionally organized Executive Assistant is sought to provide comprehensive support to the Head of a private family office in West Palm Beach. A high-level, demanding role requiring exceptional discretion and flexibility in a fast-paced environment. The ideal candidate has supported senior executives or high-net-worth individuals within a family office, private wealth firm, investment firm or financial services organization. 24/7 availability, including evenings, weekends and holidays as needed.

Key responsibilities

• Provide comprehensive executive and personal support to the Head of Family Office
• Manage complex calendars, scheduling, meetings and changing priorities
• Coordinate domestic and international travel, including private aviation, accommodations and itineraries
• Serve as trusted liaison between the executive, family members, investment professionals, financial institutions, attorneys and advisors
• Handle highly confidential financial, business and personal information with discretion
• Prepare correspondence, organize documents and manage executive communications
• Assist with family office administrative functions, special projects and personal requests

Qualifications

• Prior experience in financial services, private wealth, investment management or a family office
• Significant experience supporting C-suite executives, principals or HNW individuals
• Proven ability to manage demanding schedules and complex responsibilities
• Exceptional organizational, communication and problem-solving skills
• Strict confidentiality and sound judgment
• Strong Microsoft Office and executive administrative technology skills
• Comfortable in a 24/7 on-call environment