An established investment firm is seeking an experienced Personal Assistant to support an ultra-high-net-worth individual. The ideal candidate will be polished, highly organized, discreet, and comfortable managing a wide range of personal and administrative responsibilities in a fast-paced environment.

This role requires someone who is proactive, detail-oriented, and able to anticipate needs while maintaining the highest level of confidentiality and professionalism.

Responsibilities

• Provide comprehensive personal and administrative support to the principal
• Manage calendars, appointments, travel arrangements, and itineraries
• Coordinate personal and professional commitments, meetings, and events
• Handle reservations, correspondence, purchases, and day-to-day requests
• Coordinate with household staff, vendors, service providers, and external contacts
• Assist with domestic and international travel logistics
• Support the management of multiple residences and properties
• Travel to other residences and properties as needed
• Handle confidential and sensitive information with discretion
• Anticipate needs and proactively manage priorities

Qualifications

• 5+ years of PA experience within finance or financial services
• Bachelor’s degree required
• Prior experience supporting a high-net-worth individual, executive, or similar principal preferred
• Exceptional organizational and time-management skills
• Strong communication and interpersonal skills
• Highly polished, professional, and service-oriented
• Ability to manage multiple priorities and adapt to changing needs
• Strong attention to detail and follow-through
• Ability to travel to other residences and properties as needed
• High level of discretion, confidentiality, and judgment

Compensation & Benefits

• $140,000–$170,000 base salary, commensurate with experience
• Comprehensive benefits package
• Close-knit, collaborative team culture
• Opportunity to work in a highly trusted role within an established investment firm