Executive/Personal Assistant to CEO, Private Investment Family Office
Solomon Page
Executive/Personal Assistant to CEO, Private Investment Family Office Executive/Personal Assistant to CEO, Private Investment Family Office Direct message the job poster from Solomon Page VP, Recruiting at Solomon Page Group LLC A High-Profile Private Family Investment Office in West Palm Beach, FL is seeking a new Full-Time/Permanent Executive/Personal Assistant to support the CEO and the President, working in tandem with the VP of Operations. The Assistant will play a critical role in supporting the CEO with daily operations, managing schedules, coordinating meetings, and handling confidential information with the utmost discretion. Candidates must have a minimum of 8-10+ years of applicable high-level executive administrative experience, ideally supporting an UHNW Individual/CEO in a private family office or similar high-demand environment, and a Bachelor’s degree is required/strongly preferred. All candidates MUST be able to pass an extensive and detailed background security check, including criminal/civil/etc. – all social media must also be private. This person will be working as part of a great administrative team and should be incredibly positive, organized/detail-oriented, flexible, proactive, polished, professional, adaptable, funny/humorous, team oriented/easy to work with, extremely confidential/discreet, with a “no task is too big or small” mentality and a calm, “cool under pressure” demeanor who is accustomed to and can thrive in an incredibly fast-paced, dynamic, ever-changing environment and can contribute to the overall efficiency of the office. This CEO is amazing – so nice, funny, down to earth, etc. Only the best of the best should apply to this one-of-a-kind role! Salary depends on experience (125-140k+ ALL-IN compensation package, which includes base and small year-end discretionary bonus), 80% company paid benefits, 401k match, very generous PTO policy, amazing/cool perks!! Hours are 9:00am-5:00pm, with flexibility to be available after hours/on weekends as needed. 5 days in West Palm Beach, FL office. Responsibilities: Provide high-level administrative support to the CEO and the President, including managing calendars, scheduling appointments, and organizing meetings. Coordinate and prepare materials for meetings, presentations, and reports. Handle confidential and sensitive information with the highest level of discretion. Serve as the primary point of contact between the CEO, President, and internal/external stakeholders. Screen and manage phone calls, emails, and other correspondence. Draft, proofread, and edit documents, emails, and communications on behalf of the CEO. Oversee the day-to-day operations of the office, ensuring a smooth and efficient work environment. Manage office supplies, equipment, and facilities. Coordinate travel arrangements, including flights, accommodations, and itineraries. Assist with special projects and initiatives as directed by the CEO. Conduct research and gather information to support decision-making processes. Plan and coordinate events, private dinners, receptions and business functions. Manage logistics, invitations, and on-site support for events. Build and maintain strong relationships with key stakeholders, including clients, partners, and vendors. Handle inquiries and requests from family members and other VIPs with professionalism and efficiency. Assist with personal administrative duties, including finding and ordering items online, scheduling appointments (e.g., doctor’s visits, car maintenance, etc.), conducting research on specific topics or gathering information, researching local services or businesses (e.g., finding a new dentist or gym), coordinating with pharmacies for refills and new prescriptions, etc. Required Qualifications: Bachelor’s degree or equivalent experience. Minimum of 8-10+ years of experience as an Executive Assistant, preferably in a private family office or similar high-demand environment. Highly organized and detail-oriented. Positive, flexible, adaptable, proactive; “no task it too big or small mentality.” Accustomed to thriving in an incredibly fast-paced, ever-changing, dynamic environment. Extremely confidential/discrete. Able to pass an extensive and detailed background security check. Must possess a valid driver’s license. If you meet the required qualifications and are interested in this role, please apply today. The Solomon Page Distinction Our teams, comprised of subject matter experts, develop an interest in your preferences and goals and we act as an advisor for your career advancement. Solomon Page has an extensive network of established clients which allows us to present opportunities that are well-suited to your respective goals and needs – this specialized approach sets us apart in the industries we serve. About Solomon Page Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: solomonpage.com and connect with us on Facebook , and LinkedIn . Opportunity Awaits. Seniority level Seniority level Not Applicable Employment type Employment type Full-time Job function Job function Administrative Industries Financial Services, Banking, and Investment Banking Referrals increase your chances of interviewing at Solomon Page by 2x Sign in to set job alerts for “Personal Assistant to Chief Executive Officer” roles. We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Solomon Page
$130k - $165k
...Executive Personal Assistant A highly trusted, detail-oriented, professional and... ...external stakeholders. In-office presence is expected four (... ...planning and hosting private events, dinners, and social... ...standard consistent with the family's expectations Travel...Work at officePrivateFull timeLocal areaRelocationWeekend workAfternoon shift- Our client, a private family office, is seeking a polished, proactive, and highly discreet Personal & Executive Assistant to support both professional and personal operations. This is a trusted, high-touch role requiring exceptional organization, strong communication skills...Work at officePrivateSummer workRemote workFlexible hours
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Title: Tax Supervisor, Private Client Group Department: Tax,... ...foundations, estates, and family investment partnerships. The Tax Supervisor... ...-worth clients and family offices, building and maintaining... ...and objectives, providing personalized tax planning and advisory services...Work at officePrivateFull timePrivate practiceLocal area$42.46k - $151.19k
...Family Finder Specialist - 60074770 This is an internal advertisement; only current Department... ...is based out of the West Palm Beach office with travel throughout Palm Beach County.... ...License Must possess operational private vehicle for use in the performance of daily...Work at officePrivate$150k - $300k
...independent Registered Investment Advisor (RIA) firm structured as a multifamily office, serving ultra-high-net-worth families with comprehensive, concierge... ...is to deliver deeply personalized wealth management,... ...Independence - We've never taken private equity money. That means...Work at officePrivateFull time- ...bill-pay services for a private family and related entities.... ...family accounting or family office environments. Key Responsibilities Personal Bill Pay & Accounting... ...submissions and assist with private equity reporting... ..., and timely execution of all financial tasks...Work at officePrivate
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$88.9k - $168.3k
...empowers you to thrive both personally and professionally.... ...activities for private equity and real estate... ...and tax providers to assist with the year end audits... ...knowledge of Microsoft Office Suite (Excel, Word, PowerPoint... ...origin; ancestry; familial or marital status; age...Work at officePrivateWork experience placementInternshipLocal area- ...Private Banker We are actively looking for exceptionally talented individuals who are... ...Bank, you are responsible for advising families on building, preserving and managing their... ...wealth. You will use your knowledge of investments, financial planning, credit and banking...PrivateTemporary workWork experience placementLocal area
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$63.25k - $121.2k
...Beach, FL 33480 Family Advisory and Trusts... ..., owners, and executives; family legacy planning... ..., and family office advisory; next gen... ...environment to build the private bank of the future... ...analysis. Assist in translating client... ...Collaborate with investment, insurance, and lending...Work at officePrivateLocal areaDay shift- ...Hedge Funds, Investment Onboarding & Structuring... ...managers, private equity funds,... ...across xx offices globally, XIG... ...foundations, and family offices. Today... ...Support the execution of critical elements... .... Assist with project management... ...and personally. We offer competitive...Work at officePrivateFull timeContract workSummer internshipShift work
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...Job Description Job Description Investment Funds Associate Attorney Miami, Boca Raton... ...looking to work on sophisticated private investment fund matters within a collaborative... ...sponsors, institutional investors, family offices, and emerging fund managers on high-value...Private- ...Job Description Job Description POSITION SUMMARY As a key member of the Family Office Services Team, the Managing Director & Family Office Fellow is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing...Work at office
$170k - $185k
LRP Media Group is seeking a Tax Experienced Manager for Private Client & Family Office Services in West Palm Beach, Florida. This role requires managing the full lifecycle of finance and accounting outsource engagements and maintaining client relationships. The ideal...Work at office$90k - $125k
LRP Media Group is looking for a Tax Manager, Private Client & Family Office Services in West Palm Beach, Florida. This role involves managing finance and accounting engagements, client relationships, and developing integrated solutions. Ideal candidates should have a...Work at office- ...empowers you to thrive both personally and professionally. There's no... ...day operating activities for private equity and real estate clients... ...and tax providers to assist with the year end audits and... ...Proficient knowledge of Microsoft Office Suite (Excel, Word, PowerPoint...Work at officePrivate
- Overview A growing middle-market private equity firm is seeking a Fund... ...its finance team. The firm invests in technology and tech-enabled... ...quarterly financial statements Assist with year-end audit processes... ...plus Strong Excel and Microsoft Office skills Strong attention to...Work at officePrivate
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...Proficiency in Microsoft Office and experience with donor databases... ...Vision insurance Employee assistance program Life insurance... ...effectively via phone and in-person. Visual and manual dexterity... ...Palm Beach Treasure Coast is a private nonprofit 501(c)3 agency that...Work at officePrivateFull timeTemporary workRelocation- ...Trust Officer Are you a quick-thinking self-starter... ...a passion for helping families achieve their long-... ...clients of Goldman Sachs Private Wealth Management. We... ...financial planning, investment management, banking, and... ...professionally and personally, from our training and...Work at officePrivate
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$160k - $220k
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