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 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 primarily a remote role for someone on the Peninsula that can be in office/at the home as needed.

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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