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Estate Management | Family Office Assistant

Estate Management | Family Office Assistant needed immediately for a new opening near Woodside.  Our client is seeking an intelligent, enthusiastic, and hyper-organized individual to provide comprehensive and diverse family office and private residence support. Candidates must exercise good judgment and discretion in handling confidential matters. Position requires high-energy, excellent communication skills and ability to think quickly in challenging situations. The successful candidate will enjoy the challenge of keeping up with the Estate Manager and other estate staff.

  • Full-Time 
  • Monday-Friday
  • Local Candidates Only

Responsibilities & Duties:

  • Complex calendar management; coordinate frequent and complex travel itineraries. Must be willing to be available to handle travel emergencies, occasionally during off hours/weekends.
  • Respond to inquiries and requests for assistance, often of a highly confidential nature
  • Draft, proof, and correspondence, proposals, itineraries, and requests for information
  • Reconcile various household accounts, track purchases and organize expense receipts
  • Create estate manuals under the direction of the Estate Manager
  • Data entry, online research, shopping, etc.
  • Schedule appointments and meetings; brief Estate Manager on matters to be considered Act as liaison between Estate Manager and estate vendors
  • Coordinate projects as assigned by Estate Manager
  • Hands-on duties as needed, organizational projects, general errand running, personal shopping, etc.

Applicant Requirements:

  • Candidates for this position MUST have experience working with an individual or family, in a residential setting.
  • Strong experience in an administrative office support environment.
  • High-energy and ability to grasp concepts quickly
  • Strong work ethic, “can-do” attitude
  • Ability to work under pressure with constant deadlines and changing priorities, maintaining a calm demeanor. Able to gracefully accept direct feedback
  • Ability to handle very sensitive and highly confidential issues with diplomacy and discretion
  • Strong verbal, written and telephone communication skills. (English) Foreign language proficiency a plus
  • Excellent computer skills, Mac savvy and able to troubleshoot when needed
  • Exceptional organizational and multi-tasking skills
  • Ability to exercise independent judgment and work in a proactive manner
  • Shorthand, speedwriting or ability to take comprehensive notes quickly since dictating equipment is not used
  • Ability to work well with all estate team members
  • Longevity in past estate positions, excellent references from past employers
  • Authorized to work legally in the US and be willing to undergo an in-depth background investigation
  • Must have access to a reliable vehicle (needed for work use)


  • Excellent Salary | DOE
  • Exceptional benefits package including full insurance and 401K program





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