Family Office | Beverly Hills, CA - ON-SITEThis is an exceptional opportunity for a career Executive Assistant seeking a long-term role within a sophisticated, highly respected family office environment with excellent work-life balance. A highly respected multi-generational family office in Beverly Hills is seeking an experienced Executive Assistant to support the President & CEO across a sophisticated portfolio of investments, real estate holdings, and family office operations.
This is a rare opportunity to step into a long-term, highly trusted partnership role supporting a dynamic executive in a collaborative, relationship-driven environment. The ideal candidate is proactive, polished, discreet, emotionally intelligent, and thrives in a fast-paced yet highly professional office.
The organization values loyalty, long-term tenure, and a strong ownership mentality. This role is intended to be a long-term partnership with significant opportunity to become deeply integrated into both the business and family office operations.
About the Organization
The family office oversees a diversified portfolio that includes:
- Real estate investments and operations
- Private equity and direct investments
- Sports and entertainment-related investments
- Operating businesses
- Family office and trust administration
The office environment is collaborative, entrepreneurial, and highly team-oriented, with many employees having 10+ year tenure.
Position Overview The Executive Assistant will serve as the right hand to the President & CEO, providing high-level executive and administrative support while acting as a trusted gatekeeper, strategic partner, and liaison across internal and external stakeholders.
This individual will help manage the day-to-day flow of information, priorities, scheduling, communications, reporting, and special projects while maintaining the highest degree of confidentiality and professionalism.
This is a fully onsite role based in Beverly Hills.
Key Responsibilities Executive Support
- Manage an active and complex calendar, appointments, and meetings
- Coordinate domestic and international travel arrangements
- Prioritize competing requests and resolve scheduling conflicts proactively
- Manage logistics across multiple business and personal commitments
- Assist with family-related scheduling and coordination as needed
- Prepare presentations, reports, and meeting materials
Communication & Relationship Management
- Serve as a strategic gatekeeper and liaison on behalf of the executive
- Screen calls, emails, and correspondence
- Coordinate communication with advisors, vendors, consultants, and external partners
- Maintain absolute discretion regarding confidential financial, legal, and family matters
- Communicate professionally with high-profile stakeholders and family members
Administrative & Operational Support
- Maintain physical and digital filing systems
- Assist with invoice approvals and submission to accounting/business management partners
- Participate in weekly coordination meetings with outside accounting/business management firms
- Update and maintain reporting documents and Excel-based tracking schedules
- Assist with special projects and process improvements
- Coordinate office coverage and collaboration with other executive assistants
Investment & Asset Coordination
- Assist with maintaining investment and asset tracking documentation
- Support reporting related to real estate, family office assets, and investment holdings
- Maintain and organize art files and related documentation
- Help manage schedules, records, and organizational systems for various family office assets
Technology & Presentation Support
- Prepare PowerPoint presentations and executive materials
- Assist with website updates and coordination with vendors when needed
- Utilize AI and technology tools to improve efficiency and organization
- Maintain strong working knowledge of Outlook, Excel, PowerPoint, and Word
Ideal Candidate Profile The ideal candidate is:
- Exceptionally organized and detail-oriented
- Proactive and anticipatory
- Calm under pressure and adaptable
- Highly trustworthy and discreet
- Professional yet personable
- Resourceful and solutions-oriented
- Comfortable operating in a fast-paced family office environment
- Looking for a long-term opportunity
This role requires someone who naturally takes ownership, communicates confidently, and can quickly learn the preferences and working style of the executive.
Qualifications
- 510+ years of Executive Assistant experience supporting C-suite executives, principals, or family offices
- Prior experience in a family office, private investment office, real estate, finance, or professional services environment strongly preferred
- Advanced proficiency in: Outlook, Excel, PowerPoint, Word
- Strong written and verbal communication skills
- Experience handling confidential information with discretion
- Strong organizational and project coordination abilities
- Ability to manage multiple priorities simultaneously
- Stable career history with demonstrated long-term tenure preferred