Family Office Administrative Assistant and Bookkeeper

Position: Full-Time, Live-Out, Administrative Assistant & Bookkeeper
Schedule: Monday–Friday, 9am – 5pm; (some flexibility available)
Salary: $60K –$65k DOE; $5k health insurance stipend/year 
Start Date: Flexible for the right candidate
Relocation: No – local candidates only (commute within one hour required)

About the Family

A private family office located in an exurban area north of Baltimore, Maryland is seeking a professional, detail-oriented Administrative Assistant & Bookkeeper to support two principals with both business and personal/estate-related matters. The family values discretion, professionalism, strong communication skills, and long-term commitment.

Responsibilities

Administrative & Executive Support

• Calendar management and scheduling for multiple priorities
• Professional email and telephone correspondence on behalf of the principals
• Document preparation, organization, and recordkeeping
• Research and information gathering
• Travel planning and coordination
• Organizing meetings, video conferences, and speaking engagements
• Coordination with vendors, contractors, and service providers

Business & Academic Support

• Administrative support related to a new business venture
• Assistance with publication submissions and professional engagements
• Coordination with a University regarding teaching schedules

Bookkeeping & Financial Administration

• Bill review, payment, and tracking
• Expense tracking and financial organization
• Flagging unusual or unexpected charges for review
• Coordination with the family’s CPA and investment adviser

Ideal Candidate & Personality

The ideal candidate is organized, dependable, and discreet, with excellent communication skills and strong attention to detail. They are comfortable representing the principals independently and managing a range of responsibilities with flexibility and professionalism. This position is best suited for someone seeking a long-term role in a private family office environment.

Requirements

• Prior experience in a similar administrative and bookkeeping role
• Skilled experience with Microsoft Office suite — Word, Pages, QuickBooks, Excel, Calendar, Numbers, etc.
• Excellent references
• Legal authorization to work in the United States
• Ability to commute no more than one hour from the worksite
• Willingness to sign a non-disclosure agreement