Executive Assistant

Looking for a high-level Executive / Personal Assistant to support a principal with complex activities across multiple asset classes, investments, tax, and operations (Israel & U.S.).

Responsibilities:

• Managing calendar, meetings, and follow-ups

• Tracking bank statements across personal and company accounts

• Organizing financial, legal, and tax documents

• Coordinating with accountants, tax advisors, lawyers, and banks

• Tracking tax filings, deadlines, and compliance

• Supporting investment and portfolio reporting across different asset classes

• Handling highly sensitive information with full discretion

Requirements:

• Fluent Hebrew and English

• Strong experience with financial tasks

• Prior experience in a family office or supporting UHNW individuals

• Must be willing to use AI tools to increase productivity and be open to trying new tools

• Extremely organized, detail-oriented, and proactive

Position: Start part-time, with a clear path to full-time for the right candidate.

To apply:

Email: [email protected]