Executive Assistant

CBIZ Talent Solutions is assisting our real estate client in their search for an Executive Assistant in New York, NY.

Our client, a successful New York City real estate owner, operator, and developer is seeking an experienced Executive/Personal Assistant to serve as a trusted partner to one of the firm’s Principals. This individual will manage a blend of complex business and personal responsibilities, ensuring the Principal and family remain organized, informed, and operating efficiently at all times.

Key Responsibilities

• Manage the Principal’s calendar, including all meetings, personal commitments, and scheduling across multiple time zones.
• Coordinate meeting logistics, prepare materials, and confirm attendees.
• Serve as a first point of contact for executives, investors, business partners, and other high-profile stakeholders.
• Screen and prioritize communications and sensitive information.
• Manage flights, accommodations, ground transportation, dining reservations, and related logistics for business and personal travel.
• Coordinate family schedules, appointments, school-related matters, extracurricular activities, tuition payments, and travel arrangements.
• Maintain confidential records including passports, licenses, insurance information, and other personal documentation.
• Coordinate personal payments, invoices, and expense management.
• Track and reconcile personal and business credit card statements.
• Manage wires, checks, deposits, and other payment-related activities.
• Monitor recurring household expenses, utilities, insurance, property-related expenses, memberships, and vendor payments.
• Plan and coordinate executive meetings, investor events, company functions, and client entertainment.
• Coordinate restaurant reservations, hospitality arrangements, and special events through concierge services and external vendors.
• Coordinate charitable initiatives, community outreach programs, fundraising events, and donation drives.

Qualifications

• 7+ years of experience supporting a CEO, Founder, Principal, Entrepreneur, Family Office Executive, or Ultra High Net Worth Individual.
• Experience with both executive support and personal assistant responsibilities.
• Exceptional calendar management and travel coordination experience.
• Proven ability to handle highly confidential information with discretion.
• Excellent written and verbal communication skills.
• Advanced proficiency in Microsoft Office Suite and related productivity tools.
• Comfortable with technology and emerging AI tools.
• Strong organizational skills with meticulous attention to detail.
• Professional, polished demeanor with outstanding interpersonal skills.
• Bachelor’s degree preferred.
• Preferred experience from real estate, family office, private investment, private equity, hedge fund, or entrepreneurial environment experience.

Salary range estimate is $115,000 - $135,000 + bonus.

CBIZ Talent Solutions is an Equal Opportunity Employer.

CBIZ Talent Solutions does not discriminate on the basis of race, ancestry, national origin, color, religion, gender, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.