What are the responsibilities and job description for the Personal Assistant/Office Manager position at Finance?
Finance Private Family Office
Our office, based in Midtown Manhattan, manages a diverse portfolio of investments, philanthropy, and private holdings. With a small, collaborative team, we support the financial and operational affairs of a multigenerational family. We are seeking a highly professional, discreet, and organized Executive Assistant to support the President and act as a central point of coordination across the firm.
Provide heavy personal work, administrative and organizational support to the President of the family office. This individual must demonstrate exceptional judgment, efficiency, communication skills, and professionalism. The ideal candidate is proactive, detail-oriented, and capable of managing competing priorities in a dynamic environment.
• Manage daily calendar, appointments, and travel logistics for the President
• Screen and respond to emails and calls with discretion and professionalism
• Coordinate internal and external meetings, including agendas, materials, and follow-ups
• Handle confidential correspondence and sensitive information with the utmost discretion
• Assist with document preparation, presentations, and financial reporting support
• Oversee logistics for family, philanthropic, and investment-related events or meetings
• Track and organize important deadlines, filings, and compliance matters
• Liaise with accountants, attorneys, vendors, and investment professionals on behalf of the President
• Maintain organization of physical and digital filing systems
• Occasionally provide support to other senior staff or family members, as needed
• Bachelor’s degree preferred
• 5 years of experience supporting a senior executive, preferably in a financial, legal, or family office environment or a PA at a residence
• Exceptional written and verbal communication skills
• High level of discretion, integrity, and confidentiality
• Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint
• Experience with document management systems and CRM tools a plus
• Strong organizational and time management skills with attention to detail
