Executive Assistant

CBIZ Talent Solutions is assisting our real estate client in their search for an Executive Assistant in New York, NY.

Our client, a successful New York City real estate owner, operator, and developer is seeking an experienced Executive/Personal Assistant to serve as a trusted partner to one of the firm's Principals. This individual will manage a blend of complex business and personal responsibilities, ensuring the Principal and family remain organized, informed, and operating efficiently at all times.

Key Responsibilities

• Manage the Principal's calendar, including all meetings, personal commitments, and scheduling across multiple time zones.
• Coordinate meeting logistics, prepare materials, and confirm attendees.
• Serve as a first point of contact for executives, investors, business partners, and other high-profile stakeholders.
• Screen and prioritize communications and sensitive information.
• Manage flights, accommodations, ground transportation, dining reservations, and related logistics for business and personal travel.
• Coordinate family schedules, appointments, school-related matters, extracurricular activities, tuition payments, and travel arrangements.
• Maintain confidential records including passports, licenses, insurance information, and other personal documentation.
• Coordinate personal payments, invoices, and expense management.
• Track and reconcile personal and business credit card statements.
• Manage wires, checks, deposits, and other payment-related activities.
• Monitor recurring household expenses, utilities, insurance, property-related expenses, memberships, and vendor payments.
• Plan and coordinate executive meetings, investor events, company functions, and client entertainment.
• Coordinate restaurant reservations, hospitality arrangements, and special events through concierge services and external vendors.
• Coordinate charitable initiatives, community outreach programs, fundraising events, and donation drives.

Qualifications

• 7+ years of experience supporting a CEO, Founder, Principal, Entrepreneur, Family Office Executive, or Ultra High Net Worth Individual.
• Experience with both executive support and personal assistant responsibilities.
• Exceptional calendar management and travel coordination experience.
• Proven ability to handle highly confidential information with discretion.
• Excellent written and verbal communication skills.
• Advanced proficiency in Microsoft Office Suite and related productivity tools.
• Comfortable with technology and emerging AI tools.
• Strong organizational skills with meticulous attention to detail.
• Professional, polished demeanor with outstanding interpersonal skills.
• Bachelor's degree preferred.
• Preferred experience from real estate, family office, private investment, private equity, hedge fund, or entrepreneurial environment experience.