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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.
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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Calendar ManagementMeeting CoordinationDocumentation ManagementFinancial Account SetupVendor ResearchContract CoordinationOperational SupportMarket Alert MonitoringTravel CoordinationAdministrative Process Management
Soft Skills
ResourcefulnessAdaptabilityStrong JudgmentExceptional ListeningProfessional Discretion