Senior Personal Assistant at Athena Group Advisors | US | Rezi

Senior Personal Assistant at Athena Group Advisors

Senior Personal Assistant

Athena Group Advisors · US

1 months ago

Senior Personal Assistant

Athena Group Advisors · US

a month ago
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About the Role

Athena is seeking a Senior Personal Assistant to join our dynamic and expanding team. This role reports to the Director of Property Management. Candidates must be familiar with family office / UHNW and high-net-worth clients and possess the ability and resourcefulness to proactively manage competing priorities across multiple principals while delivering anticipatory, white-glove service. This is a unique opportunity to develop and lead a best-in-class hospitality and concierge function from the ground up.

Responsibilities

  • Provide day-to-day support to Athena’s clients, prioritizing and balancing their needs, and navigating seamlessly across multiple homes and locations
  • Carry out personal and ad-hoc errands, including but not limited to personal shopping and returns, events, physical donations, and auctioning and selling items
  • Manage gifting and delivering the on-site hospitality experience for visitors, business guests, and family at clients’ home(s)
  • Manage client reservations, including but not limited to restaurants, wellness, and children’s activities
  • Coordinate tracking, receiving, and organizing of delivery of items (e.g., certified mail, FedEx); provide progress reports
  • Maintain detailed preference profiles for each principal including dining, wellness, travel, and lifestyle preferences, ensuring service is personalized, consistent, and anticipatory
  • Research information and create comprehensive summaries of findings and analyses to provide recommendations and/or suggest potential next steps
  • Plan and execute complex domestic and international travel: private aviation, hotel, ground transportation, yacht charters, and VIP access
  • Build detailed itineraries and manage all supporting documentation - visas, passports, travel insurance
  • Remain available during client travel to troubleshoot and resolve disruptions in real time
  • Prepare the home for guests, including but not limited to guest room set-up, providing refreshments, flowers, bathroom and bedroom amenities, and other client preferences.
  • Coordinate private entertaining at client residences, working alongside event planners and household staff, as needed
  • Manage the full guest experience from invitation through follow-up, reflecting each principal's entertaining style and standards
  • Maintain an active network of relationships across luxury hotels, restaurants, private clubs, and cultural institutions
  • Oversee holiday gifting programs, seasonal residence transitions in collaboration with estate managers, and holiday entertaining calendars
  • Track client milestones, birthdays, and social commitments; coordinate gifts, donations, and RSVPs
  • Draft personal correspondence and communications on behalf of principals as needed
  • Manage social calendars in coordination with client schedules
  • Source and manage vendors including third-party lifestyle and concierge management vendors, event planners, private chefs, florists, entertainment, and specialty services
  • Establish operating procedures, service standards, and systems for growing hospitality and concierge practice within the multi-family office
  • Develop client intake processes, preference documentation, and quality control frameworks as the function scales
  • Oversee and delegate to the existing Personal Assistant, directing task and errand execution

Requirements

  • 15+ years of experience as a Personal Assistant or Lifestyle Manager supporting UHNW individuals or families, ideally within a family office or luxury hospitality service environment
  • Proven ability to manage multiple principals simultaneously with competing, fast-moving priorities
  • Deep familiarity with luxury travel, private entertainment, and premium vendor ecosystems across key markets (NYC, Hamptons, Miami, Europe)
  • Exceptional interpersonal skills — warm, confident, and polished with high-profile principals and their networks
  • Highest standard of discretion, confidentiality, and judgment
  • Experience mentoring or directing support staff
  • Flexibility for evenings, weekends, and travel as client needs require
  • Proficiency with task management and communication platforms (Monday.com, Slack, Outlook)
  • Proficiency in Microsoft Office and Microsoft Excel
  • This position must be based in the NYC area.
  • This position may require the ability to lift up to 15 pounds.
  • This position may include prolonged periods of standing or walking.
  • Athena’s policy requires all professionals to be in the office at least four days per week.
  • This position may require the ability to be on-site at a client location on a more frequent basis, including weekend or after-house flexibility as circumstances dictate.

Skills

  • Lifestyle Management
  • Concierge Support
  • UHNW Client Support
  • High-Net-Worth Client Support
  • Event Planning
  • Travel Coordination
  • Vendor Management
  • Client Relationship Management
  • Task Management
  • Communication Platforms
  • Microsoft Office Suite
  • Microsoft Excel

Location

  • NYC area

Work Type

  • On-site (minimum 4 days/week in office)
  • Hybrid

Experience Level

  • Senior

Education Level

  • Bachelors Degree preferred

Salary/Compensations

  • $150,000 - $175,000

Benefits

  • Discretionary incentive compensation program
  • Medical insurance
  • Life insurance
  • Retirement plans
  • Tax-free savings options
  • Access to other healthcare programs

About the Company

  • Athena Group Advisors (“Athena”) is the private multi-family office of an investment firm.