Industry: Administrative and Support Services
Company Size: 2-10 employees

Single Family Office - Private

Savvy Admin PROD

**Executive Assistant — Family Office **

**Administrative Support **

- Provide executive-level administrative support to two Principals, their families, and the Executive Team, including calendar management, gatekeeping, phone coverage, and correspondence.

- Manage all domestic and international travel arrangements and prepare comprehensive itineraries.

- Assist with personal errands, shopping, and card/gift management.

**Property & Real Estate Management **

- Oversee investment properties, rental properties, and family residences globally

- Assist in covering expenses, ordering supplies, managing and designing websites, promotion, and short-term rentals.

- Manage tenant leases (in coordination with the Legal Team) and tenant relationships.

- Project-manage renovations and new construction builds.

- Assist in promotion of Caribbean Properties with agents for short- and long-term rentals.

**Financial & Accounting Support **

- Assist with accounts payable and receivable in coordination with accounting team.

- Manage bill pay for family members via electronic or check payment systems.

- Assist in preparation of Excel reports and PowerPoint presentations for monthly financial reporting and forecasting.

**Corporate & Legal Compliance **

- Assist in maintaining all entities in good standing across domestic and international jurisdictions.

- Review insurance policies for entities and family assets.

- Track philanthropic/grant commitments and payments for the family and a private foundation.

**Communications & Project Support **

- Draft announcements, edit documents, and assist with presentations for the Principals and Executive Team.

- Attend key meetings, track deliverables and action items, and provide regular briefings to the Principals.

- Collaborate with Principal Investment Officers on presentations and deliverables.

**Systems & Operations **

- Help organize and maintain Family Office administration, filing, and systems.

- Continuously improve office processes and information flow.

- Maintain office appearance and manage procurement of supplies.

**General **

- Handle highly confidential information with discretion (a confidentiality agreement is required).

- Provide around-the-clock availability and travel as needed.

- Remain highly organized, detail-oriented, deadline-driven, and proactive.

Executive Assistant - Single Family Office

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Single Family Office - Private

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