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Senior Executive Assistant
Assist WorldSenior Executive Assistant managing diverse responsibilities for a private family office. Must be resourceful, detail-oriented, and proactive in providing executive and personal assistance.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates exceptional organizational skills and attention to detail while managing multiple priorities in a fast-paced environment. Proficient in providing executive support, conducting thorough research, and making informed recommendations to facilitate decision-making.
Highest-signal resume keywords
Executive SupportResearch and Problem SolvingProject ManagementConfidential Information HandlingFamily Office Administration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Calendar ManagementMeeting CoordinationDocumentation ManagementFinancial Account SetupVendor ResearchContract CoordinationOperational SupportMarket Alert MonitoringTravel CoordinationAdministrative Process Management
Soft Skills
ResourcefulnessAdaptabilityStrong JudgmentExceptional ListeningProfessional Discretion
Industry Keywords
Family OfficePrivate Wealth ManagementFinancial ServicesCapital MarketsLuxury Lifestyle Management
About the role
Key responsibilities & impact- Manage the principal's calendar, priorities, and daily workflow.
- Coordinate meetings, appointments, and travel arrangements.
- Monitor schedules and proactively remind the principal of upcoming commitments.
- Prepare meeting summaries, action items, and follow-up communications.
- Screen incoming requests and prioritize urgent matters.
- Act as the primary point of coordination for day-to-day executive support.
- Carry out due diligence and information gathering for business initiatives and investments.
- Solve problems independently by identifying the best available solutions.
- Conduct thorough research on vendors, products, services, and business opportunities.
- Source and compare suppliers, contractors, and specialist service providers.
- Present concise recommendations with pricing, timelines, pros and cons to enable informed decision-making.
- Provide operational support across the family office.
- Coordinate documentation, contracts, and administrative processes.
- Assist with opening financial and trading accounts, ensuring paperwork is completed accurately.
- Maintain organized records and confidential documentation.
- Support operational projects from planning through execution.
- Manage multiple projects simultaneously while keeping stakeholders informed.
- Coordinate with vendors, consultants, and external service providers.
- Track deadlines and ensure projects progress on schedule.
- Source highly specialized service providers when required.
- Coordinate travel, dining reservations, appointments, and lifestyle requests.
- Research and secure difficult-to-obtain reservations, services, or experiences.
- Handle personal errands and administrative tasks with professionalism and discretion.
- Anticipate personal needs and proactively provide solutions.
- Monitor pre-defined market alerts and notify the principal immediately when action may be required.
- Follow established procedures regarding trading thresholds and priority notifications.
- Escalate urgent matters until they receive a response.
- Support administrative requirements related to investment activities.
Requirements
What you’ll need- Resourceful, independent, and naturally curious.
- An excellent researcher who enjoys solving problems.
- Calm under pressure with strong judgment.
- Patient, adaptable, and an exceptional listener.
- Comfortable supporting high-performing entrepreneurs and executives.
- Confident making recommendations without making assumptions.
- Tech-savvy and quick to learn new systems.
- Professional, discreet, and trustworthy with confidential information.
- Exceptionally organized with outstanding attention to detail.
- Highly proactive and able to anticipate needs before being asked.
- Comfortable managing multiple priorities in a fast-paced environment.
- Experience in one or more of the following areas is highly desirable:
- ● Senior Executive Assistant supporting founders, CEOs, or entrepreneurs
- ● Family office administration
- ● Private wealth or investment firms
- ● Financial services or capital markets
- ● Operations or project management
- ● High-end concierge or luxury lifestyle management
- Knowledge of financial markets, investment terminology, or trading platforms is highly advantageous but not essential.
Benefits
Comp & perks- 100% REMOTE
- $50 birthday bonus
- $200 testimonial bonus
- $500 entry monthly raffle
- NO TRACKER. NO PROBLEM