Overview

Position Summary The Executive Assistant will serve as a strategic partner to a dynamic CFO managing a family office and a diverse portfolio of operating companies and investments. This role requires exceptional organizational skills, discretion, and sound judgment to navigate a fast-paced, complex business environment. The ideal candidate is proactive, thrives under pressure, and upholds the highest standards of professionalism and confidentiality.

Key Responsibilities

• Executive Support: Manage the CFO’s complex calendar, communications, and priorities across multiple entities, boards, and investment partnerships.
• Meeting & Board Coordination: Schedule and prepare materials for board meetings, investor updates, and financial reviews; ensure timely follow-up on action items and deliverables.
• Information Management: Organize and maintain accurate records of financial reports, partnership agreements, and key correspondence for easy access and compliance.
• Liaison Role: Act as the primary point of contact and trusted intermediary between the CFO, portfolio company executives, bankers, attorneys, advisors, and family principals.
• Confidential Administration: Handle sensitive personal and financial information with the utmost discretion and integrity.
• Travel & Logistics: Coordinate complex domestic and international travel itineraries, including multi-stop trips and on-site visits to portfolio companies.
• Project Coordination: Support critical initiatives such as acquisitions, capital raises, tax and audit processes, and estate or trust documentation.
• Process Optimization: Enhance administrative workflows by implementing tools and systems to boost executive efficiency and cross-entity coordination.
• Proactive Problem-Solving: Anticipate challenges, propose solutions, and prioritize tasks to keep the CFO focused on strategic objectives.

Schedule: Monday – Friday, with occasional weekend availability for special events. Benefits: Competitive health insurance, paid time off, and performance-based bonus. Location: Fully remote; candidates must be highly disciplined and excel in independent work environments without requiring close supervision.

Qualifications

• Experience: Minimum 5 years supporting C-suite executives, ideally in a family office, private equity, investment, or multi-entity setting.
• Education: Bachelor’s degree required; degree in business, finance, or a related field preferred.
• Core Competencies:
  • Exceptional organizational, multitasking, and problem-solving abilities.
  • Outstanding written and verbal communication skills, with the ability to draft professional correspondence and summaries.
  • Polished, professional demeanor with a proven track record of handling confidential information and navigating sensitive interpersonal dynamics.
  • Strong attention to detail, time management, and prioritization skills in high-pressure environments.
  • Ability to work independently, anticipate needs, and exercise sound judgment.
• Technical Skills:
  • Proficiency in Microsoft 365, Google Workspace, and productivity tools (e.g., Asana, Notion, DocuSign, Slack).
  • Strong financial acumen, with experience managing spreadsheets, investor materials, and transaction documentation.
• Interpersonal Skills: Composure, tact, and professionalism when engaging with senior leaders, investors, and family principals.

About Lily Pond Services:

Lily Pond Services is a premier domestic staffing agency specializing in personalized placement for families. We connect families with experienced, reliable professionals through a trusted and thorough process, ensuring the perfect fit for your unique needs.