Family Office Administrative Assistant and Bookkeeper

Lutherville,
Maryland
21093
Family Office Assistant
Full Time/Live Out
60000-
65000
/Annual Salary
Job ID: 9437
Recruiter: Michelle Barrack

Private Family Office North of Baltimore, MD Seeking an Administrative Assistant & Bookkeeper

Position: Full-Time, Live-Out, Administrative Assistant & Bookkeeper
Schedule: Monday–Friday, 9am – 5pm; (some flexibility available)
Salary: $60K –$65k DOE; $5k health insurance stipend/year 
Start Date: Flexible for the right candidate
Relocation: No – local candidates only (commute within one hour required)


About the Family

A private family office located in an exurban area north of Baltimore, Maryland is seeking a professional, detail-oriented Administrative Assistant & Bookkeeper to support two principals with both business and personal/estate-related matters. The family values discretion, professionalism, strong communication skills, and long-term commitment.


Responsibilities

Administrative & Executive Support

  • Calendar management and scheduling for multiple priorities

  • Professional email and telephone correspondence on behalf of the principals

  • Document preparation, organization, and recordkeeping

  • Research and information gathering

  • Travel planning and coordination

  • Organizing meetings, video conferences, and speaking engagements

  • Coordination with vendors, contractors, and service providers

Business & Academic Support

  • Administrative support related to a new business venture

  • Assistance with publication submissions and professional engagements

  • Coordination with a University regarding teaching schedules

Bookkeeping & Financial Administration

  • Bill review, payment, and tracking

  • Expense tracking and financial organization

  • Flagging unusual or unexpected charges for review

  • Coordination with the family’s CPA and investment adviser


Ideal Candidate & Personality

The ideal candidate is organized, dependable, and discreet, with excellent communication skills and strong attention to detail. They are comfortable representing the principals independently and managing a range of responsibilities with flexibility and professionalism. This position is best suited for someone seeking a long-term role in a private family office environment.


Requirements

  • Prior experience in a similar administrative and bookkeeping role

  • Skilled experience with Microsoft Office suite — Word, Pages, QuickBooks, Excel, Calendar, Numbers, etc.

  • Excellent references

  • Legal authorization to work in the United States

  • Ability to commute no more than one hour from the worksite

  • Willingness to sign a non-disclosure agreement

Similar Open Positions

No similar jobs found.