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Executive Assistant to President and CEO - Family Office

Alliance Resource Group

Beverly Hills, CA

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JOB DETAILS
SKILLS
Accounting, Administrative Skills, Artificial Intelligence (AI), Asset Management, Channel Strategies, Communication Skills, Detail Oriented, Document Tracking, Documentation, Equity Securities, Establish Priorities, Executive Assistant Skills , Finance, Legal, Logistics Management, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Multitasking, Operational Support, Organizational Development/Management, Organizational Skills, Plan Meetings, Presentation/Verbal Skills, Process Improvement, Professional Services, Project/Program Coordination, Real Estate, Records Management, Relationship Management, Sales Management, Schedule Development, Sports, Team Player, Technical Presentation, Technical Support, Telephone Skills, Travel Planning, Website Management, Willing to Travel, Writing Skills
LOCATION
Beverly Hills, CA
POSTED
30+ days ago

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

About the Company

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Alliance Resource Group