Manage complex and ever-changing schedules for the principal, including appointments, meetings, travel, and social events.
Prepare and submit expense reports, manage invoices, and handle basic bookkeeping tasks. Assist with financial tasks, including expense tracking, bill payments, and liaising with financial advisors.
Conduct research and compile data to support decision-making and strategic planning.
Act as a point of contact for internal and external stakeholders, providing information and support as needed.
Prepare meeting agendas, presentations, and reports, and coordinate logistics for meetings, including conference calls and video conferences.
Plan and optimize routes, considering traffic conditions, road closures, and alternative paths to ensure punctuality and minimize delays.
Safely and efficiently transport the principal(s), family members, and guests to various destinations, including appointments, meetings, events, social engagements, and airports.
Screen and prioritize incoming communications (phone calls, emails, mail), draft correspondence, and manage communication channels on behalf of the principal.
Organize and execute high-profile social events, private gatherings, and family functions, managing all logistics, vendors, and guest lists.
Manage and maintain the executive's calendar, scheduling meetings, appointments, and travel arrangements, including flights, accommodations, and transportation.
Coordinate with vendors and contractors for property maintenance, renovations, and other related tasks.
Run personal errands for the executive as needed, such as shopping, dry cleaning, or other tasks. Complete personal errands and tasks as needed, including shopping, deliveries, and other miscellaneous requests.
Organize and maintain both electronic and physical files, ensuring confidentiality and easy retrieval.
Assist with special projects and ad-hoc tasks assigned.
Assist with project management tasks, including tracking deadlines, preparing agendas, and following up on action items.
Coordinate all aspects of domestic and international travel, including flights, accommodations, transportation, and itinerary planning for the employer and their family.
Requirements
bachelor’s degree
microsoft office
driver’s license
luxury vehicles
estate management
5 years
Experience in estate management and vendor management is a plus.
Adapt to changing schedules and unforeseen circumstances with flexibility and a solution-oriented approach.
Bachelor’s degree preferred, or equivalent work experience.
Proven experience as a professional chauffeur or executive driver, ideally working with individuals or families, with extensive experience in luxury vehicle maintenance.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and other relevant software.
Valid driver's license and reliable transportation.
Experience working with families and children in an HNW environment is a plus.
Must be willing to work extended hours and travel as needed.
Strong understanding of discretion and confidentiality.
Must be able to drive luxury vehicles and vans by providing safe, reliable, discreet, and comfortable transportation for the principal(s) and family members.
Minimum 5 years’ experience as a Personal Executive assistant.
Ability to work independently and as part of a team.
Benefits
Information not given or found
Training + Development
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Interview process
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Visa Sponsorship
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Security clearance
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Company
Overview
2011 Founded
Year Founded
The company was established in 2011 with a focus on real estate acquisitions.
4,000 Units
Multifamily Portfolio
The portfolio includes ~4,000 multifamily units across various markets in the Southeast.
2M sq ft
Commercial Space
The portfolio also includes 2 million square feet of commercial space.
373K sq ft
Miramar Office Portfolio
Recently acquired a 373,000 sq ft office portfolio in Miramar at a significant discount.
The team pursues both value-add and core investments, growing a portfolio across the Southeast.
Operates in markets including Florida, Georgia, Alabama, Kentucky, North Carolina, and New Jersey.
Typical projects include apartment communities, office buildings, and senior-care facilities.
Known for entrepreneurial, aggressive acquisition strategies paired with disciplined asset management.
Culture + Values
Commitment to providing exceptional service
Focused on long-term success and value creation
Integrity and transparency in all relationships
A collaborative and team-driven work environment
Accountability in meeting goals and expectations
Environment + Sustainability
By 2030
Net Zero Emissions Target
Aiming to achieve net zero carbon emissions by 2030 to combat climate change.
Commitment to reducing energy consumption and waste
Incorporating sustainable practices in property management
Regular environmental impact assessments to guide decisions