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 Company is seeking a Family Office Manager & Executive Assistant in Beverly Hills to oversee day-to-day operations for a high-profile Principal. The role is highly autonomous, requiring a polished professional who thinks three steps ahead and manages sensitive personal and financial matters in a fast-paced, confidential environment.

The ideal candidate will be proactive, highly organized, and capable of handling complex calendars, travel, private aviation, and coordination with

Qualifications

• 7+ years of experience supporting high-net-worth individuals, executives, or within a private family office environment.

Responsibilities

• Manage daily office operations, vendor relationships, office maintenance, and lease administration.
• Oversee calendar management, travel arrangements, private aviation, and ground transportation.
• Manage correspondence, confidential documents, and essential travel credentials.
• Coordinate with CPAs and investment advisors to compile financial documentation and reporting.
• Assist with account administration, deposits, cash requests, invoicing, and property expenses.
• Coordinate administrative workflows for private foundations and ensure compliance with donation protocols.
• Support logistics for high-level meetings and executive engagements.

Skills

Executive support

Calendar management

Private family office experience

Discretion and confidentiality

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/californiaprivacy-notice/.