Executive Assistant to the CFO (Family Office & Portfolio Companies)

Overview

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Position Summary

The Executive Assistant will serve as a strategic partner to a dynamic CFO managing a family office and a diverse portfolio of operating companies and investments. This role requires exceptional organizational skills, discretion, and sound judgment to navigate a fast-paced, complex business environment. The ideal candidate is proactive, thrives under pressure, and upholds the highest standards of professionalism and confidentiality.

Key Responsibilities

• Executive Support: Manage the CFO’s complex calendar, communications, and priorities across multiple entities, boards, and investment partnerships.
• Meeting & Board Coordination: Schedule and prepare materials for board meetings, investor updates, and financial reviews; ensure timely follow-up on action items and deliverables.
• Information Management: Organize and maintain accurate records of financial reports, partnership agreements, and key correspondence for easy access and compliance.
• Liaison Role: Act as the primary point of contact and trusted intermediary between the CFO, portfolio company executives, bankers, attorneys, advisors, and family principals.
• Confidential Administration: Handle sensitive personal and financial information with the utmost discretion and integrity.
• Travel & Logistics: Coordinate complex domestic and international travel itineraries, including multi-stop trips and on-site visits to portfolio companies.
• Project Coordination: Support critical initiatives such as acquisitions, capital raises, tax and audit processes, and estate or trust documentation.
• Process Optimization: Enhance administrative workflows by implementing tools and systems to boost executive efficiency and cross-entity coordination.
• Proactive Problem-Solving: Anticipate challenges, propose solutions, and prioritize tasks to keep the CFO focused on strategic objectives.

**Schedule: Monday – Friday, with occa...