Personal Assistant / Financial Analyst - ONSITE - FAMILY OFFICE

HR Exchange

Miami Beach (FL)

On-site

USD 50,000 - 100,000

Full time

14 days+

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Benefits offered by this job

Health and wellness benefits

Paid vacation and personal time

Performance-based bonus potential

Long-term career growth and mentorship

Job summary

A prestigious family office in Miami Beach seeks a Personal Assistant/Project Manager to provide high-level support to a UHNWI couple. The role involves managing logistics, scheduling, and estate management while offering opportunities for mentorship and growth within their private equity ventures. Required qualifications include a business degree and 2-5 years of relevant experience. The position offers a competitive salary, benefits, and the chance to work closely with senior stakeholders.

Qualifications

Minimum 2–5 years of experience in a Personal Assistant or Executive Support role.
Must have strong skills in organization, multitasking, and prioritization.
Spanish is a plus, not required.

Responsibilities

Provide day-to-day personal support to the UHNWI couple.
Manage complex scheduling and travel arrangements.
Handle confidential matters discreetly.

Skills

Organization

Independent research

Multitasking

Judgment

Education

Bachelor’s degree in Business, Finance, Accounting

Tools

Microsoft Excel

Job description

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Base pay range

$50,000.00/yr - $100,000.00/yr

Direct message the job poster from HR Exchange

Personal Assistant / Project Manager – UHNWI Family Office

Employment Type: Full-Time | In-Person

Reports To: Principals (Husband & Wife) + Principal of the Family Office – will work between Private Equity Offices and Home Office

About the Role:

An ultra-high-net-worth (UHNWI) couple based in the Miami Beach / Bal Harbor area is seeking a highly capable and trustworthy Personal Assistant / Project & Estate Manager to serve as their right hand across all personal, lifestyle, and estate-related matters. This is a dynamic, high-expectation role for a self-starter who is deeply organized, resourceful, and able to work with autonomy and discretion. The role also provides direct access to and mentorship from the Principal of the Family Office, with long-term potential to grow into investment or operational roles within the family’s private equity interests.

HUNGRY to be the right-hand person to a CEO. Business Degree required.

Key Responsibilities:

Personal & Executive Support:

Provide day-to-day personal and logistical support to the husband and wife
Manage complex scheduling, domestic/international travel arrangements, dining and event bookings, and private aviation
Handle confidential matters discreetly and professionally, maintaining a high standard of privacy
Perform deep research on travel, purchases, vendors, and other high-value decisions on behalf of the family
Oversee multiple high-end residential properties across the U.S.
Coordinate with property managers, service providers, and contractors to ensure properties are maintained to the highest standards
Manage household staff and vendors; ensure readiness for family arrivals
Maintain inventories, household manuals, and standard operating procedures
Review invoices, reconcile expenses, and assist in budget tracking
Utilize Microsoft Excel to organize financial data and prepare summary reports
Understand and apply financial language when working with vendors, advisors, and internal stakeholders
Coordinate with accountants, attorneys, and other professionals connected to the family office

Family Office & Mentorship:

Work directly with the Principal of the Family Office on select operational matters
Receive mentoring and exposure to the family’s private equity and investment ventures
Participate in internal projects, research, and initiatives that support long-term professional development

Required Qualifications:

Bachelor’s degree or near-completion in Business, Finance, Accounting, or related field
Minimum 2–5 years of experience in a Personal Assistant, Estate Manager, or Executive Support role, preferably supporting HNW/UHNW clients
Proficient in Microsoft Excel and financial terminology
Strong skills in independent research, organization, multitasking, and prioritization
Must be a self-starter with excellent judgment and follow-through
Ability to operate autonomously, maintain discretion, and anticipate needs proactively
Must reside in or be able to reliably commute daily to the Miami Beach / Bal Harbor area
Spanish is a plus, not required
Flexibility to travel occasionally, and to respond after hours when needed
Competitive base salary (commensurate with experience)
Performance-based bonus potential
Health and wellness benefits
Paid vacation and personal time
Long-term career growth and mentorship within a prestigious family office and private equity group

To Apply:

Please email your resume and a brief cover letter to [email/contact info]. Finalists will be asked to provide references and undergo a background check & NDA

Seniority level