Family Office Administrative and Executive Assistant

We are seeking a highly organized, detail\-oriented, and resourceful Family Office Administrative and Executive Assistant to support the principal of a private family office, while also assisting the broader business and associated staff as needed.

This is a dynamic, fast\-moving role for someone who takes initiative, is self\-motivated, communicates well, and works effectively with others. The right candidate will be comfortable managing a wide range of administrative and executive support responsibilities, maintaining confidentiality, and helping bring order and follow\-through to a busy professional environment.

This is primarily a business\-focused role and requires someone who is tech\-forward, eager to learn new systems, and comfortable working with modern software and AI tools.

Key Responsibilities

• Manage schedules, calendars, appointments, and executive correspondence
• Coordinate meetings, logistics, and day\-to\-day administrative support for the principal
• Support the broader business and associated staff as needed
• Organize and maintain digital files, records, and filing systems
• Oversee mail and package management
• Assist with office management, organization, and supply ordering
• Coordinate with the accounting department on payments, billing, and related administrative follow\-up
• Communicate professionally with outside partners, vendors, and associated contacts
• Handle sensitive and confidential information with discretion and sound judgment
• Assist with travel and trip management, including planning, reservations, and coordination
• Manage expense reporting and expense tracking
• Help improve office systems, workflows, and organizational structure over time

Qualifications

• 5\+ years of experience in an administrative assistant, executive assistant, or similar support role
• Bachelor’s degree preferred
• Experience supporting an executive, entrepreneur, or family office preferred, but not required
• Strong written and verbal communication skills
• Able to draft clear, polished emails and professional correspondence on behalf of the principal
• Confident communicating with vendors, partners, and staff
• Highly organized with strong attention to detail
• Resourceful, proactive, and able to work independently
• Comfortable shifting between priorities without losing follow\-through
• Strong sense of discretion, trust, and confidentiality
• Willingness to collaborate and work well with others in a team\-oriented environment
• Tech\-savvy and eager to adopt new tools, systems, and AI platforms

Technical Skills

Proficiency is expected in:

• Microsoft Excel
• Google Workspace / Google Business Suite
• Microsoft Outlook
• Digital filing and document management systems
• Notion
• AI tools and other modern productivity systems

Additional Requirements

• Reliable transportation and a valid driver’s license required
• Background check required

Work Environment

This is a full\-time position based in Lagrangeville, New York. The role is in person 4 days per week, with 1 remote day per week.

While standard office hours are 9:00 AM to 5:00 PM, this role requires someone who understands that executive support work must sometimes be completed outside of those hours when needed.

Benefits

• One remote day per week
• Benefits package
• Bonus opportunity

To Apply

Please submit your resume along with a short note explaining why you believe you would be a strong fit for this role.

Pay: $60,000\.00 \- $80,000\.00 per year

Benefits:

• Health insurance
• Vision insurance

Work Location: Hybrid remote in Lagrangeville, NY 12540