Executive Personal Assistant

Executive Personal Assistant to HNW Principal, Family Office and Foundation, Houston, Texas

A HNW Principal who runs a family office as well as a foundation focused on women and girts is looking for an Executive Personal Assistant to provide seamless administrative support, personal and professional as a true “right hand”. The ideal candidate has at least 7 years of experience supporting a HNW principal as well as the financial acumen to handle all bookkeeping using QuickBooks. This role will encompass a wide range of responsibilities that are essential for ensuring the busy principal's life runs as smoothly as possible, having as much taken off her plate as possible. This is an in-person position in her home office.

About the Job:

• Support the principal with all day-to-day matters including personal/professional calendar management
• Anticipate the needs of the principal and liaise with key stakeholders, Organize and manage personal, domestic/international travel arrangements.
• Provide a broad range of administrative support to holistically support her: run errands, manage cars and insurance, plan dinners/events, help plan for board meetings and with her foundation
• Handle correspondence, including emails, letters, prioritizing and responding on behalf of the principal; do research on her behalf to prepare for meetings
• Manage books using QuickBooks and work with an accountant on personal, family office and foundation work
• Some property management, as needed
• Expense reporting
• Assist with ad hoc projects, personal and professional
• Base Salary, Discretionary Bonus, Comprehensive Healthcare

About You:

• At least 7 years of experience as an Executive Personal Assistant supporting a high- level executive or HNW principal; Experience in hospitality or finance a plus
• Bachelor’s Degree
• Very detail oriented with the ability to change gears quickly - a true multi-tasker who is also a problem solver and can anticipate needs
• High level of integrity and discretion in handling all confidential information; high emotional and intellectual intelligence
• Proficient in using Apple computers, Microsoft software and QuickBooks; Tech savvy and interested in keeping up with new technology, AI to improve processes
• Excellent written and verbal communication skills
• A warm engaging personality with a positive “can do” attitude and a “high touch” service mentality.