Applying To
Title
EXECUTIVE ASSISTANT - FAMILY OFFICE
Description
Benefits:
* Depending upon experience and qualifications
* Health insurance coverage (including dental and vision)
* 401K Plan
* PTO
* Discretionary annual bonus and raise (performance evaluation required)
* Local candidates are most desirable, but family would consider relocation for the right candidate.
EXECUTIVE ASSISTANT - FAMILY OFFICE - PRESIDIO/SAN FRANCISCO, CA
Family Office located in the Presidio of San Francisco is seeking a dynamic, polished, organized, educated and experienced full-time executive assistant. This fast paced, highly visible position will be responsible for managing a unique blend of personal and executive assistant responsibilities. This position requires a passion for operating in a support and service oriented role, along with a commitment to high quality work and impeccable responsiveness. Schedule is on Monday – Friday at 8:00/9:00am – 5:00/6:00pm. Flexibility and responsiveness are extremely important for this role. Occasional domestic travel is required for the position.
Candidates must be comfortable reporting to the office daily. Local candidates are most desirable, but family would consider relocation for the right candidate. Start date is flexible for the right candidate.
RESPONSIBILITIES:
Manage heavy and ever-changing calendars including appointments, meetings and calls
Maintain contact and address lists for principals of the firm
Plan domestic and international travel including the arrangement of private flights, accommodations, car services, etc.
Field calls, answer emails and create correspondence while proactively prioritizing with minimal direction
Prepare reports, agendas, memos and recaps for key meetings
Maintain and track expenses for multiple entities working alongside family office controller and accountant
Gift purchasing, and management of all cards and correspondence to colleagues, clients and key contacts
Manage all day to day administration of office
Work on special projects and plan special events such as off-sites, dinners, board meetings, client meetings and other key events
Manage highly confidential and sensitive information with the utmost discretion
Strong and consistent follow-through on delegated tasks
The capacity to independently manage time and priorities within established structures and procedures
QUALIFICATIONS:
Ability to travel domestically whenever necessary (minimal amount of travel required)
Highly organized, detail oriented, proactive, excellent time management, efficient and service focused
Attentive to principals' preferences and style (intuitive to their needs)
Observant to the needs of principals to anticipate their needs (e.g., scheduling appointments at desired time, planning travel, etc.)
Ability to maintain discretion (confidentiality agreement is required)
Ability to be discreet with respect for principals' privacy
Ability to develop and maintain solid working relationships with professional and personal contacts
Ability to work collaboratively with family office and domestic staff (office environment)
Ability to easily take direction
Strong ability to communicate efficiently and effectively with principals, family office staff, domestic employees, contractors and vendors, family, friends, etc.
Strong technology skills and highly proficient with Macintosh, PC, family office software and Microsoft Office software including Word, PowerPoint, Excel and Outlook
Ability to handle varied and multiple administrative assignments with excellent judgment, precision and diplomacy
Flexibility and willingness to work odd hours when necessary
Exceptional writing and editing skills
Deadline oriented with the ability to handle multiple priorities
A high level of respect and discretion for confidential information
Positive attitude and ability to handle responsibilities with ease and calm demeanor
REQUIREMENTS:
Bachelors Degree
5-10+ years of consistent and recent full-time executive assistant experience working in family office
Seeking longevity (e.g., 2-5+ year commitment)
Ability to complete extensive background checks, motor vehicle checks, drug tests and psychological evaluation