Family Office Manager & Executive Assistant, Beverly Hills

And Simple ApS; Beverly Hills (CA); On-site; USD 140,000 - 185,000; Full time

Job summary

And Simple ApS is seeking a highly autonomous Family Office Manager & Executive Assistant in Beverly Hills to oversee day-to-day operations for a high-profile principal. The role covers office and vendor management, complex calendars, international travel, and coordination with CPAs and advisors.

You will also manage three private foundations' administrative workflows and contribution tracking. The ideal candidate has 7+ years supporting HNW individuals or private families, exceptional

Qualifications

• 7+ years supporting HNW individuals, executives or a private family office.
• Exceptional organizational intelligence and proactive problem solving.
• Comfort with sensitive financial documents; independent bookkeeping not required.
• Excellent discretion and privacy.

Responsibilities

• Manage daily office operations, vendor relations, leases and maintenance.
• Oversee complex calendar management, domestic and international travel, private aviation, and ground transportation.
• Manage correspondence, emails, confidential documents, and travel credentials.
• Coordinate with CPAs, investment advisors, and other professionals for financial documentation and reporting.
• Assist with account administration, deposits, cash requests, invoices, and property expenses.
• Coordinate workflows for three private foundations and track political and charitable contributions.
• Support logistics for political fundraisers, high-level meetings, and executive engagements.

Skills

HNW support

Org intelligence

Confidential docs

Proactive thinker

Job description

Family Office Manager & Executive Assistant

A prominent Beverly Hills private family office seeks a Family Office Manager & Executive Assistant to run day-to-day operations for a high-profile principal: office and vendor management, complex calendar and private-aviation travel, liaison with CPAs and advisors, account administration and invoice processing, and administrative workflows for three private foundations including political and charitable contribution tracking. Needs 7+ years supporting HNW individuals, executives or a private family office, strong organizational intelligence, and comfort with sensitive financial documents (independent bookkeeping/CPA not required).

$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/.