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Job Description
Job Summary We are seeking a highly organized, discreet, and proactive Administrative Assistant to support the daily operations of a private family office. This role offers the opportunity to work closely with family members, executives, advisors, and service providers in a professional and fast-paced environment. Applicants should be self starters able to work both independently and with a team. The ideal candidate will be detail-oriented, adaptable, and capable of handling a wide range of administrative responsibilities while maintaining strict confidentiality. Responsibilities Maintain confidential files, records, and contact databases with a high degree of discretion Manage office operations, management systems and software, process-invoices, expense reports, reimbursements and basic bookkeeping tasks Liaise with vendors, advisors, household staff, attorneys, accountants, and other external partners Support document management, filing, and record retention processes Screen calls, emails, and other communications; prioritize and respond appropriately Prepare correspondence, reports, presentations, and meeting materials Aid in the generation of financial reports Assist in handling both personal and business related tasks Handle ad hoc requests and provide general administrative support as needed Requirements 5 - 8 years of administrative experience, preferably within a family office, private office, financial services, or professional services environment Bachelor's degree preferred o r equivalent professional experience Strong proficiency in Microsoft Office Suite and calendar management systems with high proficiency in excel reporting Excellent written and verbal communication skills Exceptional time management, organizational, and multitasking abilities High level of discretion and professionalism when handling sensitive information Strong interpersonal skills and a client-service mindset Familiarity with accounting or expense management software Preferred Skills Experience supporting high-net-worth individuals or executives Comfort working independantly and as part of a team in a small, collaborative office environment Compensation & Benefits Competitive salary based on experience Paid time off and holidays