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Operations Administrative Assistant - Atherton, CA

Career Group Companies
Full-time
On-site
Atherton, California, United States
$120,000 - $150,000 USD yearly

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.

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