Personal Assistant

This role will report directly to the Principal and have dotted line communication with the Family Office, typically for financial matters. The properties include a country estate in Caledon and a condominium in Toronto. This role will be 3 days a week (ideally Tuesday, Wednesday, and Thursday), with the expectation that 2 days will be on-site at the Toronto property (rarely at the Caledon property) and the remaining day will be worked from your home.

The Toronto condominium and Caledon farm duties include ensuring the residence is always in top shape, coordinating housekeeping staff, concierge, deliveries, and tradespeople as necessary, and ensuring the residence is fully stocked and ready for use when the Principal is present.

From a skill set perspective, as it relates to the Executive & Administrative Support function of this role, we are looking for someone who can handle the following:

Executive & Administrative Support

• Manage calendars, appointments, and schedules
• Liaise with legal, financial, and business professionals - Marjorie
• Oversee that things are in order at each property
• Document and file organization
• Help with business-related support
• Correspondence management)
• Financial oversight and bill payment

Travel & Logistics

• Book travel
• Create detailed itineraries for business and leisure trips

Lifestyle

• Oversee household staff, landscapers, employees…
• Handle domestic and international travel arrangements
• Coordinate events, parties, and private functions
• Manage memberships (private clubs, foundations, etc.)
• Personal errands and shopping, if necessary

Confidentiality & Security

• Handle all matters with extreme discretion
• Protect sensitive personal and financial data

The ideal candidate for this role would have many of the following experiences/attributes:

• 3+ years of experience working with a UHNW Principal / Family
• A strong multitasker
• Strong attention to detail
• Highly organized
• Experience with developing a plan/playbook from scratch that will allow the Principal / Family Office easy access to the required information
• A calm and warm presence while exuding a professional demeanour, with a high level of confidentiality always kept in mind
• Strong business acumen
• Strong problem-solving ability