EA to Chairman-Growth into CoS-Private Family Office

The Windfall

  • New York, New York
  • 30+ days ago

    Highlights

    The successful candidate will be highly organized, proficient in managing staff, have extreme attention to detail, capable of learning new technologies, be extremely discreet, confidential and will be excited about joining a small family office! This boutique office, the Executive & Family require a highly skilled and experienced candidate to manage the office, the day to day of their lives, manage the homes and help with The Board and clients.

    Numbers & Facts

    LocationNew York, New York

    Description

     The Windfall is partnering with a Private Family Office located in Midtown Manhattan, who is seeking to hire an Executive Assistant to support the Chairman. This boutique office, the Executive & Family require a highly skilled and experienced candidate to manage the office, the day to day of their lives, manage the homes and help with The Board and clients. This is a great opportunity for an experienced Executive Assistant to find their next home supporting an UHNWI and family with COS track in mind! The ideal candidate is someone who is keen to learn from the current COS, take in the true understanding of the responsibilities over time and execute flawlessly. The successful candidate will be highly organized, proficient in managing staff, have extreme attention to detail, capable of learning new technologies, be extremely discreet, confidential and will be excited about joining a small family office! This is working in the office Monday-Fridays, daily hours are 9:00am-5:30pm and with the availability to be accessible outside of normal business hours.  
     
    RESPONSIBILITIES:
    Personal Support & Scheduling
    Manage calendars, appointments, and personal schedules across multiple residences
    Coordinate appointments, service providers, and personal errands as needed
    Draft and manage personal correspondence (email, invitations thank you notes, etc.)
    Travel & Logistics
    Plan and coordinate travel for the principal and family (commercial/private aviation as applicable)
    Arrange ground transportation, hotel/home readiness, dining reservations, and itinerary details
    Maintain traveler profiles, preferences, memberships, and key documents (passport/ID, TSA/Global Entry, etc.)
    Manage changes, cancellations, and last minute needs
    Multi-Home & Household Coordination
    Serve as liaison between the family and property staff/house managers across residences
    Support grandparents and their caregivers as needed 
    Schedule and oversee home maintenance, repair, and seasonal readiness (open/close homes; hurricane/winter prep)
    Maintain home inventories (supplies, pantry basics, linens, furnishings) and coordinate replenishment
    Support household staffing logistics (coverage planning, onboarding coordination, time-off coverage)
    Family Office Administration
    Coordinate with advisors (accounting, tax, legal, insurance) and track deadlines
    File and track medical insurance claims
    Organize and maintain digital/physical files: contracts, insurance policies, property documents, warranties, receipts, etc.
    Support bill pay workflow; collect invoices, confirm approvals, submit to finance/bookkeeper or execute payment
    Projects, Events & Special Requests
    Coordinate family events, celebrations, guests, and holiday logistics
    Support philanthropic commitments and related logistics (RSVPs, tickets, acknowledgements)
    Manage special projects (moves, renovations, staffing transitions, new vendor onboarding, system setup)
    Create simple systems and checklists to keep operations consistent across homes
    Communication & Confidentiality
    Handle sensitive and private information with the highest discretion
    Communicate clearly and respectfully with family members, staff members and friends
    Escalate issues appropriately and propose solutions 
     
    REQUIREMENTS:
    Bachelor’s degree from an accredited institution
    10+ years experience supporting a private individual/family, senior Executive, or family office in a high-touch environment
    Excellent oral and written communication skills
    Extremely strong organizational skills
    Proficiency in PC & MS Suite
    Experience coordinating multiple residences and vendors (house managers, maintenance teams, service providers)
    Strong work ethic and high integrity 
    Flexibility for evenings/weekends assistance
    Ability to manage both big picture planning and day today details 
    Impeccable attention to detail
    Proactive, Reliable, Resourceful
    Ability to prioritize multiple tasks
     
    PACKAGE: 
    $175-200K Base Salary
    Discretionary Bonus
    100% covered benefits 
    401k match 

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