Personal Assistant to Founder / President

COMPANY: UHNW Individuals
POSITION: Personal Assistant to Founder / President
LOCATION: New York, NY (4:1 Monday -Thursday In Office, Friday WFH)
HOURS: 8:30am – 5:30pm with flexibility/connectivity outside of work hours/weekends
COMPENSATION: Up to $145K base plus bonus
BACHELOR'S DEGREE: Required

Our client is seeking an exceptional Personal Assistant who is proactive, deeply organized, and always two steps ahead. This is a high-trust role supporting a Founder/President with an active professional and personal life - spanning board and foundation leadership, travel coordination, four private residences, and a demanding NYC schedule. The right person doesn't wait to be asked; they anticipate what's needed, think like their principal, and execute flawlessly.

Responsibilities of the Personal Assistant:
-Own and manage a complex calendar across business, personal, board, and family commitments - with deep attention to context and priorities
-Draft correspondence and emails that capture the principal's voice; monitor inbox, triage, and respond as authorized
-Coordinate various travel: flights, ground transport, hotels, dining, and detailed itineraries for domestic and international trips
-Manage operations across four private residences: vendor relationships, maintenance schedules, household staff, contracts, and property readiness ahead of every visit
-Handle all personal finances: bill payment, bank and account reconciliation, wire transfers, expense tracking, and liaison with accountants, attorneys, and financial advisors
-Support the family foundation and multiple board roles: scheduling, materials, communications, and follow-up
-Manage personal and family needs: medical appointments, memberships, events, and family logistics
-Maintain digital and paper records for charitable contributions, a few investment documents, insurance, and taxes
-Communicate seamlessly with family, household staff, and driver to keep the principal's world running without friction

Requirements of the Personal Assistant:
-Bachelor's degree required; 7+ years supporting a high-net-worth individual or C-suite executive
-Exceptional organizational skills - systems-minded, nothing falls through the cracks
-Proactive and intuitive: able to anticipate needs and represent the principal's voice and preferences with confidence
-Outstanding written communication; ability to draft correspondence that sounds exactly right
-Absolute discretion with sensitive personal, financial, and business information
-Proficient in Microsoft Outlook, Office Suite, Apple products, QuickBooks, Zoom, and Teams
-Experience with multi-property household management and high-touch travel logistics a strong plus
-Must be able to commute to Midtown NYC Mon-Friday; Friday is remote
-Verifications of identity, education, prior employment, and references may be required