Executive Assistant to President and CEO - Family Office

A highly respected multi-generational family office in Beverly Hills is seeking an experienced Executive Assistant to support the President & CEO across a sophisticated portfolio of investments, real estate holdings, and family office operations. The Executive Assistant will serve as the right hand to the President & CEO, providing high-level executive and administrative support while acting as a trusted gatekeeper, strategic partner, and liaison across internal and external stakeholders.

Family Office | Beverly Hills, CA - ON-SITE

This is an exceptional opportunity for a career Executive Assistant seeking a long-term role within a sophisticated, highly respected family office environment with excellent work-life balance.

 

A highly respected multi-generational family office in Beverly Hills is seeking an experienced Executive Assistant to support the President & CEO across a sophisticated portfolio of investments, real estate holdings, and family office operations.

 

This is a rare opportunity to step into a long-term, highly trusted partnership role supporting a dynamic executive in a collaborative, relationship-driven environment. The ideal candidate is proactive, polished, discreet, emotionally intelligent, and thrives in a fast-paced yet highly professional office.

 

The organization values loyalty, long-term tenure, and a strong ownership mentality. This role is intended to be a long-term partnership with significant opportunity to become deeply integrated into both the business and family office operations.

 

About the Organization

 

The family office oversees a diversified portfolio that includes:

• Real estate investments and operations
• Private equity and direct investments
• Sports and entertainment-related investments
• Operating businesses
• Family office and trust administration

 

The office environment is collaborative, entrepreneurial, and highly team-oriented, with many employees having 10+ year tenure.

 

Position Overview

 

The Executive Assistant will serve as the right hand to the President & CEO, providing high-level executive and administrative support while acting as a trusted gatekeeper, strategic partner, and liaison across internal and external stakeholders.

 

This individual will help manage the day-to-day flow of information, priorities, scheduling, communications, reporting, and special projects while maintaining the highest degree of confidentiality and professionalism.

 

This is a fully onsite role based in Beverly Hills.

 

Key Responsibilities

 

Executive Support

• Manage an active and complex calendar, appointments, and meetings
• Coordinate domestic and international travel arrangements
• Prioritize competing requests and resolve scheduling conflicts proactively
• Manage logistics across multiple business and personal commitments
• Assist with family-related scheduling and coordination as needed
• Prepare presentations, reports, and meeting materials

 

Communication & Relationship Management

• Serve as a strategic gatekeeper and liaison on behalf of the executive
• Screen calls, emails, and correspondence
• Coordinate communication with advisors, vendors, consultants, and external partners
• Maintain absolute discretion regarding confidential financial, legal, and family matters
• Communicate professionally with high-profile stakeholders and family members

 

Administrative & Operational Support

• Maintain physical and digital filing systems
• Assist with invoice approvals and submission to accounting/business management partners
• Participate in weekly coordination meetings with outside accounting/business management firms
• Update and maintain reporting documents and Excel-based tracking schedules
• Assist with special projects and process improvements
• Coordinate office coverage and collaboration with other executive assistants

 

Investment & Asset Coordination

• Assist with maintaining investment and asset tracking documentation
• Support reporting related to real estate, family office assets, and investment holdings
• Maintain and organize art files and related documentation
• Help manage schedules, records, and organizational systems for various family office assets

 

Technology & Presentation Support

• Prepare PowerPoint presentations and executive materials
• Assist with website updates and coordination with vendors when needed
• Utilize AI and technology tools to improve efficiency and organization
• Maintain strong working knowledge of Outlook, Excel, PowerPoint, and Word

 

Ideal Candidate Profile

 

The ideal candidate is:

• Exceptionally organized and detail-oriented
• Proactive and anticipatory
• Calm under pressure and adaptable
• Highly trustworthy and discreet
• Professional yet personable
• Resourceful and solutions-oriented
• Comfortable operating in a fast-paced family office environment
• Looking for a long-term opportunity

 

This role requires someone who naturally takes ownership, communicates confidently, and can quickly learn the preferences and working style of the executive.

 

Qualifications

• 5–10+ years of Executive Assistant experience supporting C-suite executives, principals, or family offices
• Prior experience in a family office, private investment office, real estate, finance, or professional services environment strongly preferred
• Advanced proficiency in: Outlook, Excel, PowerPoint, Word
• Strong written and verbal communication skills
• Experience handling confidential information with discretion
• Strong organizational and project coordination abilities
• Ability to manage multiple priorities simultaneously
  • Stable career history with demonstrated long-term tenure preferred