Job Summary
We are seeking a highly organized, discreet, and proactive Administrative Assistant to support the daily operations of a private family office.
This role offers the opportunity to work closely with family members, executives, advisors, and service providers in a professional and fast-paced environment. Applicants should be self starters able to work both independently and with a team.
The ideal candidate will be detail-oriented, adaptable, and capable of handling a wide range of administrative responsibilities while maintaining strict confidentiality.
Responsibilities
- Maintain confidential files, records, and contact databases with a high degree of discretion
- Manage office operations, management systems and software, process-invoices, expense reports, reimbursements and basic bookkeeping tasks
- Liaise with vendors, advisors, household staff, attorneys, accountants, and other external partners
- Support document management, filing, and record retention processes
- Screen calls, emails, and other communications; prioritize and respond appropriately
- Prepare correspondence, reports, presentations, and meeting materials
- Aid in the generation of financial reports
- Assist in handling both personal and business related tasks
- Handle ad hoc requests and provide general administrative support as needed
Requirements
- 5 - 8 years of administrative experience, preferably within a family office, private office, financial services, or professional services environment
- Bachelor's degree preferred o r equivalent professional experience
- Strong proficiency in Microsoft Office Suite and calendar management systems with high proficiency in excel reporting
- Excellent written and verbal communication skills
- Exceptional time management, organizational, and multitasking abilities
- High level of discretion and professionalism when handling sensitive information
- Strong interpersonal skills and a client-service mindset
- Familiarity with accounting or expense management software
Preferred Skills
- Experience supporting high-net-worth individuals or executives
- Comfort working independantly and as part of a team in a small, collaborative office environment
Compensation & Benefits
- Competitive salary based on experience
- Paid time off and holidays
Pay: $40,000.00 - $50,000.00 per year
Benefits:
- Flexible schedule
- Paid time off
Application Question(s):
- Do you have experience working in either a financial or family office?
Work Location: Hybrid remote in Wynnewood, PA 19096
