A private family office is seeking a highly organized, proactive, and discreet Personal Assistant to support a UHNW Principal. This role works in close partnership with the Chief of Staff and serves as a trusted extension of the Principal across personal priorities, lifestyle management, relationship stewardship, and cross-functional coordination. This is a high-trust, high-impact position focused on optimizing the Principal’s time, energy, and overall effectiveness.
Key Responsibilities
- Manage the Principal’s personal priorities, calendar, and to-do list, ensuring alignment with overall objectives and adequate preparation for key engagements
- Prepare briefing materials, conduct research, and track decisions, action items, and follow-ups
- Coordinate and manage relationships, including outreach, scheduling, milestone tracking, and execution of gifting strategies
- Track philanthropic commitments, prepare summaries, and ensure timely follow-through on pledges and discussions
- Support confidential personal projects, including property initiatives, vendor research, and sensitive administrative matters
- Coordinate healthcare, wellness appointments, and related records, ensuring proactive scheduling and follow-up care
- Serve as a liaison with household staff and support broader family needs, including wardrobe and lifestyle coordination
- Maintain organized digital systems, assist with IT coordination, and track confidentiality-related documentation
- Prepare the Principal for events and engagements, including logistics, briefing notes, and post-event follow-up
- Partner with internal staff, including the Executive Assistant and Travel Manager, to ensure seamless scheduling and travel coordination, while providing backup support as needed
Qualifications & Requirements
- Prior experience supporting a UHNW individual, family office, or senior executive
- Exceptional organizational skills and attention to detail
- Strong sense of ownership with the ability to manage responsibilities independently
- Demonstrated ability to exercise sound judgment and discretion
- Excellent communication and interpersonal skills
- Ability to manage multiple priorities in a fast-paced, high-expectation environment
- High emotional intelligence and relationship awareness
- Team-oriented mindset with a collaborative approach
Compensation:
We are an Equal Opportunity Employer and consider qualified applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran status, sexual orientation, or any other protected factor.