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Executive Assistant

DM Estate Staffing

Executive Assistant

We are seeking a highly organized, proactive, and discreet Executive Assistant to support senior leadership for a long-standing client within a family office environment. This role requires exceptional judgment, attention to detail, and the ability to manage competing priorities in a fast-paced, high-touch setting. The ideal candidate is service-oriented, adaptable, and thrives in a role that blends executive, personal, and operational support.

Key Responsibilities

Executive Support

  • Manage complex calendars, scheduling across multiple time zones, and coordinate internal and external meetings
  • Serve as a trusted gatekeeper, handling communications with professionalism and discretion
  • Prepare meeting materials, agendas, and follow-ups; track action items to completion
  • Handle sensitive and confidential information with the highest level of integrity

Administrative & Operational Support

  • Coordinate domestic and international travel, including detailed itineraries and logistics
  • Process expenses, invoices, and reimbursements; liaise with accounting and finance teams as needed
  • Assist with document preparation, filing, and record-keeping
  • Support ad-hoc projects and special initiatives as requested

Personal & Lifestyle Support (as needed)

  • Assist with select personal matters such as appointments, events, and household-related coordination
  • Interface with vendors, service providers, and external partners on behalf of the principal(s)
Qualifications
  • 5+ years of experience as an Executive Assistant, ideally within a family office, investment firm, private equity, or similar high-performance environment
  • Exceptional organizational skills and ability to manage multiple priorities with minimal supervision
  • Strong written and verbal communication skills
  • High level of emotional intelligence, professionalism, and sound judgment
  • Proficiency in Microsoft Office, Google Workspace, and scheduling tools
  • Flexible mindset and willingness to adapt to evolving needs
  • Legally Authorized to work in the United States
  • Must provide professional references and pass an extensive background check
  • Must be local to the Bay Area, or planning to relocate already - no relocation assistance is offered
  • Access to a reliable vehicle and a valid driver's license
Personal Attributes
  • Proactive, resourceful, and solution-oriented
  • Calm under pressure with a strong sense of ownership
  • Detail-oriented with a commitment to excellence
  • Trustworthy, discreet, and respectful of confidentiality
Benefits
  • Medical, dental, and vision insurance (100% of employee premiums covered, 50% dependent premium coverage for medical, dental, and vision)
  • SIMPLE IRA with up to 3% employer match
  • 120 hours paid vacation per year (carry over cap of 210 hours)
  • 72 hours paid sick time per year
  • 11 paid company holidays
  • Plus more!
Vacancy posted 4 days ago
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