Private 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

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.