Executive Personal Assistant

About the role

We are partnering with an ultra‑high‑net‑worth family based in New York to find a highly organized Executive Personal Assistant. This role blends personal concierge duties with executive support for two principals who each run their own investment businesses.

Key responsibilities

• Manage principals' calendars, schedule professional and personal calls and appointments.
• Research and arrange travel, restaurant, entertainment, and specialty bookings (art, wine, cars).
• Source and procure items, from everyday supplies to rare products.
• Plan and execute parties and events.
• Recruit, interview, onboard, and guide household and administrative staff under the principals' supervision.
• Oversee property management for primary and secondary residences, including contractor coordination and renovation oversight.
• Coordinate household moves with real‑estate agents.
• Organize financial and tax documentation, liaise with professional firms, and complete routine forms.
• Maintain a CRM system for one principal.

Required profile

• Strong attention to detail and accuracy.
• Excellent organizational and research abilities.
• Self‑sufficient with a college degree.
• Financial acumen and ability to implement strategy.
• Technology‑savvy and comfortable using AI tools.

Required skills