Advance Associate / UHNW Founder - SF

Posted yesterday

career groupSan Jose (CA)
Executive Secretaries and Executive Administrative AssistantsPrivate Households

SENIORITY

Senior

SALARY

$150k-175k

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About the role

ADVANCE ASSOCIATE / UHNW FOUNDERWe are looking for a travel assistant based in either NYC or SF. Principal is a Tech Founder with a bi-costal family office, travels for 70% of the year, sometimes with little notice. Discretion is key – being able to read the room. Navigating ambiguity and traveling with little notice.PRIMARY FUNCTION:The travel advance associate plays a pivotal role within the operations department of a highly structured private family office. The role is committed to providing the highest level of support to the Principal, who travels frequently.RESPONSIBILITIES:Work directly under and support the day-to-day operations of the Principal and the CEO.Partner with the travel team to coordinate seamless domestic and international travel, including advance preparation, hotel setup, local logistics, and last-minute changes.Provide hands-on support while traveling, including errands, appointments, and personal requests.Manage the Principal’s personal calendar, proactively resolving conflicts and coordinating reservations, appointments, errands, and other requests.Conduct targeted research and provide concise, well-vetted recommendations and briefs.Collaborate closely with the Principal’s executive, security, travel, and household teams to ensure seamless coordination.Triage time-sensitive matters discreetly and resolve issues with minimal disruption to the Principal.Support events, special projects, shopping, and other personal needs as required.Maintain confidential records and information with exceptional organization, discretion, and attention to detail.QUALIFICATIONS:7+ years of high-level Personal Assistant experience with extensive travel; family office/UHNW experience strongly preferred.Proven longevity in prior roles with excellent professional references.Exceptional discretion, integrity, judgment, and professionalism when handling highly confidential matters.Highly organized, detail-oriented, proactive, and able to work independently with minimal supervision.Adaptable, calm, and solution-oriented with strong problem-solving and multitasking abilities.Personable and collaborative, with the ability to build trusted relationships across a complex organization.Excellent verbal and written communication skills.Positive, service-oriented mindset and receptive to feedback.Proficiency with Google Workspace, Mac OS, and productivity tools; quick to learn new systems and workflows.Ideal profiles are former touring assistants / managers, yacht crew, advance staff. The standards are very high here; we need someone who has achieved longevity in a challenging travel role.Compensation: $150k-175k DOE, plus generous benefits packageLocation: New York City or San Francisco + fully available to travel with the PrincipalYou can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting workgrades.com/home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.California applicants, please view our Privacy Notice here: https://careergroupcompanies.com/california-privacy-notice/.

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