Administrative Assistant

Our client is a boutique financial services office located in South Miami, FL, and is looking to add an Administrative Assistant to their growing team. This role would service an executive team in office with the capability to assist with light personal assisting as needed. The office oversees multiple properties and investments and maintains a highly professional yet family-oriented environment.

Salary/Hourly Rate:

$60k – $65k

Position Overview:

The Administrative Assistant must be highly organized, proactive, and discreet. This role will offer exposure to both executive and personal assisting. The Administrative Assistant will provide seamless support to the Founder, their household, and the family office head. This newly created position is designed to streamline administrative, household, and office operations. The Administrative Assistant will manage a mix of professional and personal priorities, including scheduling, travel coordination, vendor relations, errands, and ad hoc projects. The ideal candidate is resourceful, tech-savvy, and thrives in a small, collaborative environment.

Responsibilities of the Administrative Assistant:

• Provide administrative and personal support to the Founder and the office team.
• Manage scheduling for office needs, including domestic and occasional international travel (flights, hotel, rental cars, etc.).
• Assist with investment property and household coordination, including vendor management and maintenance scheduling and supervision.
• Handle errands and occasional in-person support at the Founder’s nearby home.
• Assist with office operations such as document management, supply ordering, mail handling, and courier services.
• Provide light support to accounting and investment teams (document filing, portal management, simple spreadsheet tracking).
• Support basic clerical and document management tasks, including document retrieval.
• Liaise between vendors and staff to ensure seamless communication and execution of tasks.
• Maintain discretion and professionalism while managing sensitive family and business information.

Required Experience/Skills for the Administrative Assistant:

• Strong organizational skills, attention to detail, and a proactive, self-starter mindset.
• Relevant experience as an Administrative Assistant, Personal Assistant, or in a similar administrative support role is a plus.
• Proven ability to manage a variety of personal and professional priorities with confidentiality and discretion.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
• Experience supporting high-net-worth individuals, executives, or family offices.
• Exposure to financial services or other professional services industries.
• Basic familiarity with Excel functions and comfortable with new technology.
• Bilingual English and Spanish.

Education Requirements:

• Bachelor’s degree preferred but not required.

Benefits:

• Health, dental, and vision insurance.
• 401(k) plan with employer.
• PTO.

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As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.
EOE/M/F/D/V/SO