Administrative Assistant Family Office at Adams Group in California

Administrative Assistant

The Client
Our client is a privately held Family Office dedicated to preserving and growing the founding family’s legacy through prudent financial stewardship and effective management of personal, business, and philanthropic affairs. The Family Office oversees a broad range of initiatives encompassing investments, property management, and community impact programs, ensuring the continuity of the family’s values and success across generations.

The Opportunity
The Administrative Assistant will play a key role in supporting the daily operations of a growing family office. This individual will provide high-level administrative, organizational, and project support across personal, business, and property matters. The ideal candidate is highly organized, detail-oriented, and professional, with a strong sense of discretion and the ability to manage multiple priorities in a dynamic environment. This position offers an excellent opportunity to contribute to a collaborative and mission-driven team focused on preserving a multi-generational legacy.

Location
[City, State] — Local candidates preferred for in-person support

Reports to
Family Office Manager

The Position

Key Responsibilities

• Coordinate complex calendars and scheduling across personal, family, and business domains to ensure alignment and efficiency.
• Conduct thorough research and prepare summaries or reports to support family initiatives, business ventures, and philanthropic projects.
• Assist with property management activities, including scheduling maintenance, repairs, and vendor coordination, ensuring timely completion of tasks.
• Support bill payment tracking and help prepare financial, property, and administrative reports as required.
• Monitor and organize shared email inboxes; draft correspondence and manage communications with professionalism and discretion.
• Assist with digital and physical record organization, including document filing, archiving, and mail management (if local).
• Perform general administrative duties and provide ad hoc project support as needed to ensure smooth family office operations.

The Ideal Candidate

Qualifications:

• Bachelor’s degree preferred.
• Minimum of 2 years’ experience in administrative support, office coordination, or a similar professional setting.
• Proficiency in Google Workspace and Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Exceptional organizational and time management skills, with the ability to balance multiple priorities effectively.
• Demonstrated ability to manage sensitive and confidential information with the utmost discretion and integrity.
• Strong written and verbal communication skills, with a professional and polished demeanor.
• Experience with bookkeeping, bill tracking, or financial reporting is highly desirable.
• Local presence preferred for occasional in-person support, including handling of physical correspondence and property-related coordination.

The Successful Candidate Will Exhibit:

• Strong attention to detail and accuracy in all aspects of work.
• Proactive problem-solving abilities and a willingness to take initiative.
• Collaborative spirit, flexibility, and a service-oriented mindset.
• Commitment to maintaining confidentiality, professionalism, and integrity in all interactions.

Compensation:
A competitive compensation package will be offered, commensurate with experience and qualifications.