Job Description
A newly established family office is seeking an Administrative/Operations Assistant to provide high-level support across personal, family, and business operations. This role offers the opportunity to work closely with a small, dynamic team, supporting across private services, home operations, entities, personal investments, and real estate holdings. We are seeking an organized, proactive, and adaptable professional eager to join a collaborative environment with competitive compensation and benefits.
***This is a hybrid role for someone on the Peninsula that can be in office/at the home as needed and work remotely otherwise.
Responsibilities
- Support the CFO with light accounting tasks, including bill pay, invoices, wire transfers, and gathering/prepping information for taxes; work in Ramp.
- Assist with ad hoc operational projects for the family office, providing flexible support across initiatives.
- Coordinate domestic and international travel, including flights, hotels, transportation, and itineraries.
- Manage calendars, meetings, and scheduling for the family principals.
- Provide light personal support as needed, including errands, shipping/packages, home projects, and vendor research.
- Serve as a proactive problem solver, helping the team prioritize tasks amidst competing demands.
Requirements
- 4–8 years of relevant experience, ideally within family offices, finance, or investment environments.
- Degree strongly preferred.
- Comfortable working in a small team of two employees; highly adaptable and independent.
- Ability to be on-site as needed.
- Exceptional organizational skills, with strong attention to detail and ability to anticipate needs.
- Excellent written and verbal communication skills.
- Tech-savvy and comfortable learning new tools and systems as needed.
Compensation:
- $120,000-$150,000 based on experience.
We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. California applicants, please view our Privacy Notice here:
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Job Tags
Start working today, Work at office, Remote work, Flexible hours,