Executive Personal Assistant

Executive Assistant / Personal Assistant – Investment Management

Location: Miami Beach, FL

Schedule: Full-Time | 5 Days On-Site

We are partnering with an established investment management firm seeking an exceptional Executive Assistant / Personal Assistant to support its Portfolio Manager and his family in Miami Beach.

The position will involve approximately 75–80% executive support and 20–25% personal and family-related support.

Key Responsibilities:

• Manage multiple complex calendars, scheduling, and appointments
• Streamline administrative processes and improve organizational efficiency
• Coordinate business and personal travel, including detailed itineraries
• Oversee expense tracking, reporting, and administrative logistics
• Collaborate closely with senior management and other key stakeholders
• Personal scheduling, household coordination, and family-related administrative needs
• Anticipate needs, troubleshoot challenges, and proactively develop solutions
• Maintain the highest standards of professionalism, discretion, and confidentiality

Ideal Candidate:

• Experienced Executive Assistant or Personal Assistant supporting senior executives, entrepreneurs, or high-net-worth individuals in a financial services field
• Extremely organized, meticulous, and detail-oriented
• Resourceful self-starter with strong problem-solving skills
• Polished, professional, and comfortable working directly with senior leadership
• Adaptable, dependable, and capable of managing changing priorities
• Excellent communication skills; conversational Spanish is a plus
• Able to provide strong professional references

Additional Details:

• Fully on-site in Miami Beach, five days per week
• Occasional extended hours and after-hours availability required
• Travel to NYC approximately once per month
• Periodic travel to Sag Harbor, NY, during the summer