Posted - 2 July 2021

Location - PALM BEACH, FL, USA




We are working with a Single Family Office in Florida in their search for an Executive Assistant.


The successful candidate should be an excellent communicator who can provide high-quality administrative and clerical assistance to top-level executives.


Core Responsibilities:

  • Manage the calendars of the CFO and Principals and coordinate all their appointments (including professional, personal and medical appointments)
  • Extensive travel arrangements (private and commercial) for Principals and extended families
  • Scheduling meetings, preparing itineraries and organizing receptions and dinners and other events
  • Typing and amending attendance notes, letters, presentations, databases and other documents as required, using Microsoft Office and other systems
  • Liaising with clients and other internal/external parties in a timely, professional and courteous manner
  • Proofreading and updating documents, using initiative to flag queries
  • Preparing for and attending client meetings when requested, taking comprehensive notes and following up on action points when required
  • File management – ensuring documents are correctly labelled and stored, as well as updating files as frequently as appropriate
  • Document management (visas, memberships, authorizations, licences etc)
  • Sourcing other day-to-day necessities such as flowers, food and other luxury goods


You will be based predominantly in the office and required to work fairly independently. The ideal candidate will be self-driven, organized, calm mannered, presentable and highly professional and will be able to handle a constant to-do list.


Key Skills & Experience Required:

  • Bachelor’s degree essential
  • Previous experience in a similar role is essential, ideally within a family office setting or having worked for a UHNWI
  • Maturity and discretion with regards to confidential information
  • Independent decision-making abilities with strong judgment
  • Ability to multitask, prioritize, and maintain grace in a fast-paced environment while having meticulous attention to detail and organization
  • Excellent written, verbal, and interpersonal communication skills
  • Advanced proficiency with the MS Office Suite
  • Available after hours as needed
  • Employ a jack of all trades mentality
  • A background in marketing or advertising would be highly advantageous


Salary: up to $120k basic salary


Benefits: 75% medical coverage including health, dental and vision, FSA, 401k

If you would like to find out more and/or apply for this role, please send your latest CV to US Team Head Kay Shah at KayS@agreusgroup.com.

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