Family Office Manager & Executive Assistant

Confidential Company; Beverly Hills (CA); On-site; USD 140,000 - 185,000; Full time

Benefits offered by this job

Discretionary Bonus

Full Benefits

Job summary

Confidential Family Office in Beverly Hills seeks a seasoned Family Office Manager & Executive Assistant to oversee day-to-day operations for a high-profile Principal. This autonomous role requires proactive planning, meticulous organization, and the ability to handle sensitive financial matters with discretion.

You will manage calendars, travel, vendor relationships, and coordinate with CPAs and investment advisors while ensuring strict privacy and compliance.

Qualifications

• 7+ years of experience supporting high-net-worth individuals or in a private family office environment.
• Exceptional organizational intelligence; you anticipate needs, prevent conflicts, and follow up automatically.
• Comfort handling sensitive financial documents; CPA experience not required, stellar record-keeping.
• Strictly follow privacy and confidentiality; high emotional intelligence.

Responsibilities

• Manage daily office operations, vendor relationships, office maintenance, and lease administration.
• Oversee complex calendar management, domestic and international travel, private aviation, and ground transportation.
• Manage correspondence, emails, confidential documents, and essential travel credentials.
• Liaise with external CPAs, investment advisors, and other professional partners to coordinate financial documentation and reporting.
• Assist with account administration, check deposits, cash requests, invoice processing, and residential property expenses.
• Coordinate administrative workflows for three private foundations and track political and charitable contributions to ensure compliance with applicable approval requirements.
• Support logistics for political fundraisers, high-level meetings, and other executive engagements.

Skills

Executive support

High-net-worth experience

Calendar management

Travel coordination

Financial document handling

Confidentiality

Vendor management

Job description

Family Office Manager & Executive Assistant

$140,000–$185,000 + Discretionary Bonus + Full Benefits

Beverly Hills

A prominent Beverly Hills-based Private Family Office seeks an exceptional, forward-thinking Family Office Manager & Executive Assistant to manage the day-to-day operations for a high-profile Principal. This is a highly autonomous role requiring a polished professional who naturally "thinks three steps ahead" and manages processes rather than just executing tasks. The ideal candidate is proactive, detail-oriented, and comfortable managing sensitive personal and financial matters in a fast-paced, confidential environment.

Key Responsibilities

• Manage daily office operations, vendor relationships, office maintenance, and lease administration.
• Oversee complex calendar management, domestic and international travel, private aviation, and ground transportation.
• Manage correspondence, emails, confidential documents, and essential travel credentials.
• Liaise with external CPAs, investment advisors, and other professional partners to coordinate financial documentation and reporting.
• Assist with account administration, check deposits, cash requests, invoice processing, and residential property expenses.
• Coordinate administrative workflows for three private foundations and track political and charitable contributions to ensure compliance with applicable approval requirements.
• Support logistics for political fundraisers, high-level meetings, and other executive engagements.

Required Qualifications & Traits

• 7+ years of experience supporting high-net-worth individuals, executives, or working within a private family office environment.
• Exceptional organizational intelligence. You anticipate needs, spot scheduling conflicts before they happen, and follow up on loose ends automatically.
• High comfort level handling sensitive financial documents and working alongside accountants. Independent bookkeeping/CPA experience is not required; stellar record-keeping and data aggregation skills are.
• Highly meticulous and detail-oriented; capable of strictly following legal and corporate donation protocols.
• Absolute commitment to privacy, confidentiality, and high-level emotional intelligence.

We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring. California applicants,

please view our Privacy Notice here: https://careergroupcompanies.com/california-privacy-notice/.

We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring. California applicants, please view our Privacy Notice here: https://careergroupcompanies.com/californiaprivacy-notice/.