Executive/Personal Assistant to UHNW Principal

Summary

JRN 2688

We are seeking a highly organized, proactive, and detail-oriented Executive/Personal Assistant to support a UHNW principal in Miami Beach, FL. This is an exciting opportunity for an early-career professional who is hungry to learn, eager to take ownership, and interested in developing their skills in a high-touch, fast-paced private office environment.

Reporting directly to the Lead Executive Assistant, this person will play an integral role in managing the principal’s daily schedule, communications, travel, events, and personal appointments. The ideal candidate is a natural problem-solver who anticipates needs, follows through on every detail, and takes pride in making each day run seamlessly.

Responsibilities

• Partner closely with the Lead Executive Assistant to coordinate the principal’s daily, weekly, and monthly schedule, ensuring all commitments, priorities, and logistics are organized and up to date.
• Prepare daily email summaries, highlighting important communications, outstanding items, upcoming commitments, and matters requiring the principal’s attention.
• Manage complex business and personal calendars, including scheduling meetings, calls, personal appointments, and other engagements.
• Coordinate personal calls and appointments, ensuring the principal’s time is thoughtfully managed and scheduling conflicts are proactively addressed.
• Prepare meeting materials, organize binders, compile briefing documents, and ensure all necessary information is available ahead of meetings and events.
• Manage travel arrangements and itineraries, coordinating transportation, accommodations, reservations, and supporting materials as needed.
• Assist with event planning and execution, including preparing invite lists, coordinating guest details, managing reservations, and overseeing event logistics.
• Coordinate menus, dining arrangements, restaurant reservations, and other hospitality details for personal and professional engagements.
• Oversee gifting logistics, including researching appropriate gifts, coordinating purchases, tracking important occasions, and ensuring timely delivery.
• Maintain accurate contact lists, scheduling records, and other organizational systems.
• Liaise with internal team members, household staff, vendors, and external stakeholders to ensure seamless coordination and execution.
• Anticipate the principal’s needs, proactively identify potential issues, and resolve logistical challenges before they arise.
• Provide general administrative and personal support as needed, approaching all tasks with a high level of care and attention to detail.
• Maintain strict confidentiality and discretion when handling sensitive personal, family, and business information.
• Remain reachable outside of standard business hours as needed to support time-sensitive requests and changing priorities.

Qualifications

• 2–4 years of relevant experience in executive assistance, personal assistance, administrative support, hospitality, or a similarly service-oriented role.
• Exceptionally organized, detail-oriented, and reliable, with strong follow-through and a commitment to getting the details right.
• Proactive and resourceful, with the ability to anticipate needs, solve problems, and take initiative without waiting for step-by-step direction.
• Hungry to learn, receptive to feedback, and motivated to grow under the guidance of an experienced Lead Executive Assistant.
• Strong written and verbal communication skills, with a polished and professional approach to interacting with a variety of stakeholders.
• Comfortable managing shifting priorities and balancing multiple requests in a fast-paced environment.
• Positive, flexible, and service-oriented, with a genuine willingness to pitch in wherever needed.
• Strong proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
• High level of discretion, sound judgment, and professionalism when handling confidential information.
• Willingness to be reachable after hours as needed.
• Flexible and able to travel when required.
• Must be able to work fully onsite in Miami Beach, FL.

Location: Miami Beach, FL

Schedule: Monday–Friday, fully onsite in the Miami Beach office. Must be reachable outside of standard business hours as needed.

Compensation and benefits: $100k–$130k base salary + full benefits package. Health insurance premiums are fully covered by the employer. A 401(k) plan is available; there is no employer match.

Pocketbook Agency is acting solely as a recruiting and placement firm for this position and is not the employer of record for this role unless otherwise explicitly stated. All hiring decisions, compensation, benefits, and employment terms are determined by the client employer. By applying, you acknowledge that submission of an application does not guarantee placement or employment.

Pocketbook Agency is an equal opportunity recruiting firm and does not discriminate in its recruiting, screening, or placement practices based on race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.

Job Description

JRN 2688

We are seeking a highly organized, proactive, and detail-oriented Executive/Personal Assistant to support a UHNW principal in Miami Beach, FL. This is an exciting opportunity for an early-career professional who is hungry to learn, eager to take ownership, and interested in developing their skills in a high-touch, fast-paced private office environment.

Reporting directly to the Lead Executive Assistant, this person will play an integral role in managing the principal’s daily schedule, communications, travel, events, and personal appointments. The ideal candidate is a natural problem-solver who anticipates needs, follows through on every detail, and takes pride in making each day run seamlessly.

Responsibilities

• Partner closely with the Lead Executive Assistant to coordinate the principal’s daily, weekly, and monthly schedule, ensuring all commitments, priorities, and logistics are organized and up to date.
• Prepare daily email summaries, highlighting important communications, outstanding items, upcoming commitments, and matters requiring the principal’s attention.
• Manage complex business and personal calendars, including scheduling meetings, calls, personal appointments, and other engagements.
• Coordinate personal calls and appointments, ensuring the principal’s time is thoughtfully managed and scheduling conflicts are proactively addressed.
• Prepare meeting materials, organize binders, compile briefing documents, and ensure all necessary information is available ahead of meetings and events.
• Manage travel arrangements and itineraries, coordinating transportation, accommodations, reservations, and supporting materials as needed.
• Assist with event planning and execution, including preparing invite lists, coordinating guest details, managing reservations, and overseeing event logistics.
• Coordinate menus, dining arrangements, restaurant reservations, and other hospitality details for personal and professional engagements.
• Oversee gifting logistics, including researching appropriate gifts, coordinating purchases, tracking important occasions, and ensuring timely delivery.
• Maintain accurate contact lists, scheduling records, and other organizational systems.
• Liaise with internal team members, household staff, vendors, and external stakeholders to ensure seamless coordination and execution.
• Anticipate the principal’s needs, proactively identify potential issues, and resolve logistical challenges before they arise.
• Provide general administrative and personal support as needed, approaching all tasks with a high level of care and attention to detail.
• Maintain strict confidentiality and discretion when handling sensitive personal, family, and business information.
• Remain reachable outside of standard business hours as needed to support time-sensitive requests and changing priorities.

Qualifications

• 2–4 years of relevant experience in executive assistance, personal assistance, administrative support, hospitality, or a similarly service-oriented role.
• Exceptionally organized, detail-oriented, and reliable, with strong follow-through and a commitment to getting the details right.
• Proactive and resourceful, with the ability to anticipate needs, solve problems, and take initiative without waiting for step-by-step direction.
• Hungry to learn, receptive to feedback, and motivated to grow under the guidance of an experienced Lead Executive Assistant.
• Strong written and verbal communication skills, with a polished and professional approach to interacting with a variety of stakeholders.
• Comfortable managing shifting priorities and balancing multiple requests in a fast-paced environment.
• Positive, flexible, and service-oriented, with a genuine willingness to pitch in wherever needed.
• Strong proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
• High level of discretion, sound judgment, and professionalism when handling confidential information.
• Willingness to be reachable after hours as needed.
• Flexible and able to travel when required.
• Must be able to work fully onsite in Miami Beach, FL.

Location: Miami Beach, FL

Schedule: Monday–Friday, fully onsite in the Miami Beach office. Must be reachable outside of standard business hours as needed.

Compensation and benefits: $100k–$130k base salary + full benefits package. Health insurance premiums are fully covered by the employer. A 401(k) plan is available; there is no employer match.

Pocketbook Agency is acting solely as a recruiting and placement firm for this position and is not the employer of record for this role unless otherwise explicitly stated. All hiring decisions, compensation, benefits, and employment terms are determined by the client employer. By applying, you acknowledge that submission of an application does not guarantee placement or employment.

Pocketbook Agency is an equal opportunity recruiting firm and does not discriminate in its recruiting, screening, or placement practices based on race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.