Requirements:

• Support Mindset: Committed to simplifying and elevating the executive’s work
• High Standards: Detail-oriented, thorough, and reliable
• Adaptability: Flexible problem-solver who thrives with changing priorities
• Organization & Time Management: Strategic planner with excellent task management
• Communication: Clear, professional, and concise in writing and speech
• Initiative: Self-motivated with strong follow-through
• Tech-Savvy: Proficient in Microsoft Office Suite, Teams, OneDrive, and comfortable learning new tool

ABOUT THE ROLE

We’re seeking a highly organized and proactive Executive/Personal Assistant to support the CEO of a South Tampa–based family office with a diverse investment portfolio. This role blends executive-level support (meeting prep, research, HR tasks, reporting) with personal assistance (travel, errands, scheduling) to help the CEO stay focused and effective.

RESPONSIBILITIES

• Manage and organize professional and personal correspondence (emails, calls, mail, invitations)
• Maintain and update spreadsheets, reports, and filing systems
• Research information, prepare recommendations, and create agendas/background materials for meetings
• Coordinate domestic and international travel; provide detailed itineraries
• Handle expense processing, credit card reconciliations, and document preparation/editing
• Organize office, supplies, and vendor schedules; oversee lunch and supply orders as needed
• Support HR onboarding (forms, systems, new hire coordination)
• Take meeting notes and convert into clear action items
• Manage household tasks: errands, appointments, deliveries, vehicle maintenance, and purchasing
• Plan personal and professional events for the CEO and family
• Anticipate needs, suggest improvements, and handle special projects

Requirements:

• Support Mindset: Committed to simplifying and elevating the executive’s work
• High Standards: Detail-oriented, thorough, and reliable
• Adaptability: Flexible problem-solver who thrives with changing priorities
• Organization & Time Management: Strategic planner with excellent task management
• Communication: Clear, professional, and concise in writing and speech
• Initiative: Self-motivated with strong follow-through
• Tech-Savvy: Proficient in Microsoft Office Suite, Teams, OneDrive, and comfortable learning new tools