Demo

Senior Executive Assistant (Family Office)

Single-Family Office - Chicagoland
Lincolnwood, IL Full Time
POSTED ON 7/8/2026
AVAILABLE BEFORE 9/7/2026

Role Overview

We are seeking a Senior Executive Assistant to serve as a trusted partner to senior leadership within a dynamic family office.

This role operates at a high level, with responsibilities that extend into Chief of Staff and Chief Legacy Officer–type functions, supporting not only business and investment activities but also family, philanthropic, and multi-generational initiatives.

You will play a central role in ensuring priorities are executed efficiently across asset management, operations, and family-related matters, requiring strong judgment, discretion, and follow-through.

Key Responsibilities

Executive & Investment Support

  • Support asset management workflows, reporting, and executive initiatives
  • Prepare summaries, reports, and briefing materials
  • Track action items, deadlines, and key deliverables

Strategic & Operational Execution

  • Assist with cross-functional projects and internal process improvement
  • Provide research and decision support to leadership
  • Help drive alignment across teams and initiatives

Family Office & Legacy Support

  • Assist with family scheduling, logistics, and communications
  • Support family programs, events, and legacy-oriented initiatives
  • Coordinate across business, philanthropic, and personal priorities

Calendar & Communication Management

  • Manage complex executive calendars and priorities
  • Coordinate meetings with internal teams and external partners
  • Draft professional correspondence as needed

Qualifications

  • Experience as a Senior Executive Assistant, Chief of Staff, or similar role
  • Background in a family office, investment firm, or real estate environment preferred
  • Strong organizational and project management skills
  • High attention to detail and ability to manage multiple priorities
  • Excellent communication and problem-solving abilities
  • Proven ability to handle sensitive information with discretion

Who You Are

  • Highly organized, proactive, and detail-oriented
  • A strong executor who ensures nothing falls through the cracks
  • Comfortable operating across both business and family priorities
  • Able to think strategically while executing at a high level
  • Thrive in a fast-paced, high-responsibility environment

Additional Details

  • Reports to senior leadership
  • Works closely with executives, asset managers, and external partners
  • Supports decision-making but does not make investment decisions

Pay: $70,000.00 - $120,000.00 per year

Work Location: In person

Salary : $70,000 - $120,000

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