Executive Personal Assistant, Family Office

Our client is UHNWI who requires an organized, intelligent and even-keeled Executive Personal Assistant with experience working out of a formal household.

Primary Duties include:
-Assist the principal with taking notes, making schedule adjustments, and being side-by-side support
-Responsible for all the principal’s private projects, appointments, events, e-mails, etc. Keep principal on time for appointments
-Responsible for all of the principal’s medical , school appointments and playdates
-Remind the principal of important tasks, deadlines and events
-Manage principal’s calendars, schedule appointments and set reminders
-Facilitate charity invitations and logistics
-Send monthly gifts and flowers to family/friends
-Create Guest lists for dinner parties, invitations, thank you notes etc
-Create and Update meal spreadsheets for dinners and parties
-Guest Coordination; create and update arrival, departure and notify team of changes
-Coordinate family and group travel and update spreadsheets as needed
-Create and coordinate event time lines
-Manage Christmas gifts and cards
-Log, code, and email monthly credit card receipts/statements
-Reconcile Principal’s credit card receipts
-Greet family and guests warmly and direct them to food and seating areas
-Accompany the principal on domestic/international trips, assist with organizing and planning travel as requested
-Assist in organizing and planning travel
-Communicate, plan, and stay active with upcoming trips, pack, etc.
-Research - events, exhibits, and restaurants. Provide information, facts and figures
-Summarize findings and provide links to relevant resources. Make recommendations based on research
-Work closely with Estate Manager and Principal on projects
-General administrative work
-Assist with/walk dogs as needed
-Place Amazon and other online orders
-Run errands and last-minute requests
-Administratively support the Principal on all items or projects of the household in all areas as requested
-Assist with the children if needed

OTHER:
-Maintain professionalism while providing family-friendly style of service
-Maintain organization and cleanliness at all times
-Organize the principal's closets based on seasons
-Must be available and capable of completing a myriad of duties
-Maintain a high level of confidentiality and privacy of the principal and family at all times
-Report directly to the Estate Manager in regards to all matters


QUALIFICATIONS:
-Must be highly proficient in excel and word
-Must be highly proficient in MAC, Microsoft Excel, Microsoft Word, Email, iPhone communications, and Internet
-Motivated, organized, honest, energetic, discrete, possess a high degree of integrity, strong work ethic, and responsible
-Outgoing, positive attitude and adaptable to change
-Articulate and ability to listen, read and speak effectively
-Strong attention to detail and excellent organization skills
-Understands children and enjoys being around children and pets
-Previous experience working in private homes or yachts is preferred

Compensation $100k-125k base + includes comprehensive benefits package