Personal Assistant to Principal
Role Overview
We are seeking an exceptional Personal Assistant to support a high-net-worth principal with complex personal, professional, and family-office-adjacent responsibilities. This role requires uncommon judgment, discretion, and anticipatory thinking. The ideal candidate operates as a trusted proxy-managing details independently, protecting the principal's time, and preventing problems before they surface.
This is not a task-execution role. It is a judgment-based, trust-based position for someone who thrives on responsibility, confidentiality, and long-term partnership.
Core Responsibilities
Principal Support & Gatekeeping
- Serve as primary gatekeeper for the principal's time, communications, and priorities
- Act as a proxy decision-maker on routine and sensitive matters, escalating only what truly requires principal involvement
- Anticipate needs, risks, and opportunities without being directed
- Maintain situational awareness across personal, business, and family-office matters
Scheduling, Travel & Logistics
- Own all calendar strategy, not just scheduling-optimize time, energy, and focus
- Plan and manage complex domestic and international travel, including contingencies
- Coordinate logistics across multiple residences, offices, and time zones
- Prepare the principal thoroughly for meetings, events, and decisions
Confidential & Sensitive Matters
- Handle highly confidential personal, financial, and legal information with absolute discretion
- Interface with attorneys, CPAs, bankers, investment professionals, and household staff
- Manage sensitive correspondence and communications on behalf of the principal
- Maintain secure systems for records, documents, and information flow
Personal & Household Coordination
- Oversee personal appointments, family commitments, and private engagements
- Coordinate with household staff, vendors, and service providers as needed
- Manage personal projects and special initiatives from concept through completion
- Ensure seamless execution across personal and professional domains
Required Experience & Profile
Experience
- 7+ years supporting a senior executive, principal, or HNW/UHNW individual
- Experience in a family office, private equity, investment firm, or high-pressure executive environment strongly preferred
- Proven track record of long-term roles built on trust and discretion
Core Traits (Non-Negotiable)
- Exceptional judgment and ability to prioritize in ambiguous situations
- Discretion and confidentiality at the highest level
- Anticipatory mindset-acts before being asked
- Strong backbone-comfortable saying "no" on behalf of the principal
- Calm under pressure and unfazed by complexity or changing priorities
- Detail-oriented without losing strategic perspective
Working Style & Expectations
- Highly autonomous with minimal supervision
- Flexible availability aligned with the principal's needs (not a rigid 9-to-5 role)
- Comfortable blending personal and professional responsibilities seamlessly
- Maintains professionalism, boundaries, and sound judgment at all times
Compensation & Structure
- Competitive compensation commensurate with experience
- Performance-based bonus
- Comprehensive benefits
- Long-term role with opportunity to grow in scope and responsibility
What Success Looks Like
- The principal's time is protected and optimized
- Issues are resolved before they reach the principal
- Communication is filtered, contextualized, and precise
- The principal operates more effectively, calmly, and strategically because of your presence
Confidentiality
- This role requires the highest level of discretion.
- A comprehensive NDA will be required, and confidentiality is considered fundamental to performance.
Candidates who thrive in this role take pride in being indispensable, invisible when appropriate, and relentlessly reliable.