Executive Assistant - Part-Time (40%)

Part-Time PA to Founder — Private Investment Holding Company (Israel & U.S.)

Looking for a Part-Time PA to support the founder of a private investment holding company across complex financial operations in Israel and the U.S.

Position: Part-time (40%-50%). Potential path to expanded scope as the platform grows.

Responsibilities:

• Managing calendar, meetings, and follow-ups across multiple entities
• Collecting and routing tax documents (1099s, K-1s, FBAR data) to the right professionals on deadline
• Tracking bank statements across personal and company accounts
• Organizing financial, legal, and tax documents
• Coordinating with accountants, tax advisors, lawyers, and banks in Israel and the U.S.
• 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 (native-level English required)
• Comfortable working with financial documents, tax filings, and accountant coordination
• Prior experience in a family office, UHNW support, or investment operations
• Must be willing to use AI tools to increase productivity and open to learning new tools
• Experience working independently without daily supervision
• Comfortable with cross-border coordination across time zones
• Extremely organized, detail-oriented, and proactive

Location: Remote / hybrid, based in Israel

To apply: [email protected]