Family Office Manager & Executive Assistant, Beverly Hills

A prominent Beverly Hills private family office seeks a Family Office Manager & Executive Assistant to run day-to-day operations for a high-profile principal: office and vendor management, complex calendar and private-aviation travel, liaison with CPAs and advisors, account administration and invoice processing, and administrative workflows for three private foundations including political and charitable contribution tracking. Needs 7+ years supporting HNW individuals, executives or a private family office, strong organizational intelligence, and comfort with sensitive financial documents (independent bookkeeping/CPA not required).

Family Office Manager & Executive Assistant

$140,000–$185,000 + Discretionary Bonus + Full Benefits

Beverly Hills

A prominent Beverly Hills-based Private Family Office seeks an exceptional, forward-thinking Family Office Manager & Executive Assistant to manage the day-to-day operations for a high-profile Principal. This is a highly autonomous role requiring a polished professional who naturally "thinks three steps ahead" and manages processes rather than just executing tasks. The ideal candidate is proactive, detail-oriented, and comfortable managing sensitive personal and financial matters in a fast-paced, confidential environment.

Key Responsibilities - Manage daily office operations, vendor relationships, office maintenance, and lease administration. - Oversee complex calendar management, domestic and international travel, private aviation, and ground transportation. - Manage correspondence, emails, confidential documents, and essential travel credentials. - Liaise with external CPAs, investment advisors, and other professional partners to coordinate financial documentation and reporting. - Assist with account administration, check deposits, cash requests, invoice processing, and residential property expenses. - Coordinate administrative workflows for three private foundations and track political and charitable contributions to ensure compliance with applicable approval requirements. - Support logistics for political fundraisers, high-level meetings, and other executive engagements.

Required Qualifications & Traits - 7+ years of experience supporting high-net-worth individuals, executives, or working within a private family office environment. - Exceptional organizational intelligence. You anticipate needs, spot scheduling conflicts before they happen, and follow up on loose ends automatically. - High comfort level handling sensitive financial documents and working alongside accountants. Independent bookkeeping/CPA experience is not required; stellar record-keeping and data aggregation skills are. - Highly meticulous and detail-oriented; capable of strictly following legal and corporate donation protocols. - Absolute commitment to privacy, confidentiality, and high-level emotional intelligence.

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