Executive Assistant Office Manager

Family Office and Boutique Investment Management Firm

Executive Support and Office Manager

August 2025

Summary :

We are a boutique investment management firm and private family office. We are hiring for a multi-functional role that will include aspects of executive and professional support, office management, and, preferably, but not necessarily, bookkeeping, for our five-person team at our informal, fast-paced Coconut Grove headquarters. You will principally report to the general counsel, but will also respond to inquiries and assignments from the managing partner, chief financial officer, portfolio manager, and other designated individuals. You will be responsible for ensuring well-run systematic operations for core functions of the office, with guidance and instruction from management. Initially, you will provide a mix of general executive assistant support services, including both business and personal support services, such as arranging travel, disbursing and tracking payments and funds transfers, and maintaining a complex physical and digital filing system. Ideally, eventually, with guidance and education from our team, you will learn (or already be prepared) to support transaction execution, due diligence investigation, litigation oversight, and regulatory compliance enforcement, among many other functions. We are a small, agile, and flexible team. We are seeking a candidate who can be trusted to work independently and be highly responsive, but also be physically present to respond to the unexpected with professionalism and competence. We are seeking a candidate who aligns with our core values and is committed to supporting and maintaining those values in their day-to-day work and interactions, with a premium on integrity, discretion, communication, loyalty, humility, and flexibility. Ours is an extremely supportive, collegial, and informal working environment that operates at an extremely high level. Good fit and high emotional intelligence is essential.

Role :

Full time executive assistant and office manager for Miami-based boutique investment firm

Required Qualifications :

• Must be authorized to work in the U.S.
• Bachelor's Degree
• Impeccable written and verbal communication skills in English and a high level of professionalism
• Strong organizational skills
• Extreme attention to detail
• Proficient in Microsoft Word, Excel, PowerPoint, and Outlook
• Motivated self-starter and team player who can take on multiple projects simultaneously and work independently while exercising good judgment in all scenarios.

Nice-to-Have Qualifications :

Essential Responsibilities :

Potential Responsibilities :

Health / dental / vision / other benefits package offered to all employees

This job description is intended to be a general representation of the responsibilities and requirements of the job. The description is not all-inclusive, and responsibilities and requirements are subject to change.

EQUAL EMPLOYMENT OPPORTUNITY

It is our policy to provide equal employment opportunities to all employees and employment applicants without regard to unlawful considerations of race, religion, color, national origin, sex, sexual orientation, gender identity or expression, age, sensory, physical, or mental disability, marital status, veteran or military status, genetic information, or any other classification protected by applicable local, state, or federal laws. This policy applies to all aspects of employment, including, but not limited to, hiring, job assignment, compensation, promotion, benefits, training, discipline, and termination. Reasonable accommodation is available for qualified individuals with disabilities, upon request.