Personal Assistant

Job Title: Personal Assistant

Location: Edina, MN

Compensation: $90,000 - $110,000 / Year

Benefits: This position is eligible for medical, basic life and AD&D insurance, short term and long term disability, and paid time off.

About our client:

A privately held investment-focused organization and family office is seeking a highly capable Executive Personal Assistant. This role blends high-level Executive Assistant support with comprehensive Personal Assistant responsibilities, ensuring seamless operations across both business and personal domains. This full-time position requires exceptional organizational skills, professionalism, discretion, and the ability to manage a wide range of tasks with accuracy and poise. The role is primarily on-site in Edina, MN, with some flexibility and occasional travel.

Responsibilities:

Executive Operations & Administrative Support

• Oversee and enhance office operations, including organizing information systems, managing supplies, and maintaining a professional workspace.
• Handle incoming correspondence, calls, visitors, and prioritize communications on behalf of the executive team.
• Coordinate meetings, including logistics, scheduling, catering, and materials preparation.
• Support investor relations activities including outgoing communications, mailings, and directory maintenance.
• Manage general administrative tasks such as printing, copying, scanning, mail processing, and document handling.
• Serve as the office point of contact for building management and vendor relationships.
• Act as the liaison with the organization’s IT managed service provider to support office technology needs.
• Work closely with senior leadership to support daily workflows, travel arrangements, and strategic priorities.

Personal Support & Family Office Management

• Provide a wide range of personal assistance including scheduling personal appointments, travel coordination, errands, online ordering, and general household administrative support.
• Partner with pilots and vendors to coordinate personal aircraft travel, itineraries, and compliance needs.
• Plan and manage all travel for the family, including transportation, accommodations, dining, and special requests.
• Oversee and coordinate property-related needs across multiple residences, including vendor management, maintenance coordination, and preparing homes for family visits.
• Support personal business interests, including management of a boutique winery (production coordination, distributor communications, inventory tracking, and release announcements).
• Collaborate with other internal staff to ensure smooth and efficient operations across all areas.

Experience:

• Bachelor’s degree preferred.
• Strong proficiency in Microsoft Office Suite (Outlook, Word, PowerPoint, Excel) and Adobe applications.
• Exceptional attention to detail with the ability to prioritize and manage multiple concurrent responsibilities.
• Demonstrated ability to handle confidential information with discretion and professionalism.
• Strong client service mindset, both internally and externally.
• Experience successfully managing shifting priorities and deadline-driven tasks.
• Ability to work collaboratively within a small team while also excelling in independent work.

Ideal Candidate:

• Highly organized, detail-oriented self-starter with outstanding communication skills.
• Demonstrates excellent judgment, resourcefulness, and the ability to anticipate needs.
• Comfortable supporting high-level executives and ensuring seamless, discreet service.
• Team-oriented with a positive, solutions-driven mindset and the ability to build strong working relationships.
• Thrives in a dynamic environment with responsibilities that blend executive support, personal assistant duties, and operational coordination.

Benefits & Eligibility

This position is eligible for a comprehensive benefits package, including:

• Medical insurance
• Health Savings Account (HSA)
• Basic Life & AD&D Insurance
• Short‑Term and Long‑Term Disability Insurance
• Paid Time Off (PTO)

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

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