Private Estate Assistant – Unique Work Environment

About the Company

J.P. Morgan Private Bank is a global leader in wealth management, providing comprehensive financial solutions to affluent individuals and families. While this specific role is for a Private Estate Assistant, it is often a critical support function for our high-net-worth clients managing their personal and estate affairs. This position offers the unique opportunity to work within a distinguished private setting in San Francisco, supporting a prominent family whose affairs are often overseen with the guidance of top-tier financial professionals, ensuring unparalleled service and discretion.

Job Description

We are seeking a highly organized, discreet, and proactive Private Estate Assistant to provide comprehensive support to a prominent family in their private residence in Pacific Heights, San Francisco. This role is perfect for an individual who thrives in a dynamic, unique environment and possesses exceptional organizational and interpersonal skills. The ideal candidate will be a trusted individual capable of managing diverse tasks, maintaining strict confidentiality, and ensuring the smooth operation of daily household and personal affairs. This is an unparalleled opportunity to work closely with a discerning client and become an integral part of their support system.

Key Responsibilities

• Manage and maintain a highly organized schedule and calendar for principals, including appointments, travel, and social engagements.
• Oversee household staff (e.g., housekeepers, gardeners) by coordinating schedules, assigning tasks, and ensuring high standards of service.
• Handle all correspondence, including emails, mail, and phone calls, exercising utmost discretion and professionalism.
• Manage household budgets, track expenses, reconcile accounts, and prepare financial reports in collaboration with financial advisors.
• Coordinate and supervise maintenance, repairs, and improvements for the estate, liaising with vendors and contractors.
• Arrange complex domestic and international travel logistics, including itineraries, accommodations, and transportation.
• Assist with event planning and execution for private functions, managing guest lists, catering, and logistics.
• Procure household supplies, personal items, and gifts, ensuring quality and timely delivery.
• Maintain meticulous records and filing systems, both digital and physical.
• Perform various ad-hoc administrative tasks and special projects as requested by the principals.

Required Skills

• Minimum of 2 years of experience in an executive assistant, personal assistant, or private household management role.
• Exceptional organizational and time management skills with keen attention to detail.
• Proven ability to maintain strict confidentiality and exercise discretion.
• Strong communication skills, both written and verbal, with a professional demeanor.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and comfortable with various digital communication tools.
• Ability to work independently, anticipate needs, and prioritize tasks effectively in a fast-paced environment.
• Valid driver’s license and clean driving record.
• Legal authorization to work in the U.S.

Preferred Qualifications

• Bachelor’s degree in Business Administration, Hospitality Management, or a related field.
• Experience working within a family office setting or for high-net-worth individuals.
• Familiarity with luxury brands, services, and high-end vendor management.
• Knowledge of household management software or inventory systems.
• Flexibility to adapt to changing schedules and occasional evening or weekend work.

Perks & Benefits

• Competitive annual salary commensurate with experience.
• Comprehensive health, dental, and vision insurance.
• Paid time off and holidays.
• Retirement savings plan contributions.
• Opportunity for professional development and growth.
• Work in a prestigious and unique private environment.
• Discretionary bonuses based on performance.

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