Executive Assistant – Private Wealth & Investment Office

About the role

We are seeking a highly organized Executive Assistant to serve as the operational hub for a sophisticated private investment office. The role supports senior leadership across wealth management, corporate governance, and family office functions, ensuring seamless execution of both professional and personal matters.

Key responsibilities

• Manage executive calendars, schedule meetings, and track action items across multiple entities.
• Coordinate complex international travel itineraries, including flights, rail, accommodation, and contingency plans.
• Handle stakeholder communications in French and English, drafting correspondence and managing phone interactions.
• Prepare investment dossiers, organize board and ad‑hoc meetings, and maintain governance documentation.
• Oversee executive events, hospitality, and high‑level visitor reception.
• Administer expense tracking, invoice verification, vendor payments, and liaison with financial advisors.
• Manage personal and family affairs such as insurance, property matters, medical appointments, and membership coordination.
• Coordinate office logistics, IT equipment, facilities, and executive transportation.

Required profile

• Exceptional organizational skills with a proactive, solution‑oriented mindset.
• Discretion and ability to handle confidential information.
• Strong interpersonal skills to build trusted relationships with internal and external stakeholders.
• Ability to work independently in a fast‑paced, high‑touch environment.

Required skills