Advance Associate / UHNW Founder - SF

ADVANCE ASSOCIATE / UHNW FOUNDER

We are looking for a travel assistant based in either NYC or SF. Principal is a Tech Founder with a bi-costal family office, travels for 70% of the year, sometimes with little notice. Discretion is key – being able to read the room. Navigating ambiguity and traveling with little notice.

PRIMARY FUNCTION:

The travel advance associate plays a pivotal role within the operations department of a highly structured private family office. The role is committed to providing the highest level of support to the Principal, who travels frequently.

RESPONSIBILITIES:

• Work directly under and support the day-to-day operations of the Principal and the CEO.
• Partner with the travel team to coordinate seamless domestic and international travel, including advance preparation, hotel setup, local logistics, and last-minute changes.
• Provide hands-on support while traveling, including errands, appointments, and personal requests.
• Manage the Principal’s personal calendar, proactively resolving conflicts and coordinating reservations, appointments, errands, and other requests.
• Conduct targeted research and provide concise, well-vetted recommendations and briefs.
• Collaborate closely with the Principal’s executive, security, travel, and household teams to ensure seamless coordination.
• Triage time-sensitive matters discreetly and resolve issues with minimal disruption to the Principal.
• Support events, special projects, shopping, and other personal needs as required.
• Maintain confidential records and information with exceptional organization, discretion, and attention to detail.

QUALIFICATIONS:

• 7+ years of high-level Personal Assistant experience with extensive travel; family office/UHNW experience strongly preferred.
• Proven longevity in prior roles with excellent professional references.
• Exceptional discretion, integrity, judgment, and professionalism when handling highly confidential matters.
• Highly organized, detail-oriented, proactive, and able to work independently with minimal supervision.
• Adaptable, calm, and solution-oriented with strong problem-solving and multitasking abilities.
• Personable and collaborative, with the ability to build trusted relationships across a complex organization.
• Excellent verbal and written communication skills.
• Positive, service-oriented mindset and receptive to feedback.
• Proficiency with Google Workspace, Mac OS, and productivity tools; quick to learn new systems and workflows.

Ideal profiles are former touring assistants / managers, yacht crew, advance staff. The standards are very high here; we need someone who has achieved longevity in a challenging travel role.

Compensation: $150k-175k DOE, plus generous benefits package

Location: New York City or San Francisco + fully available to travel with the Principal

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