Job Description

Job Description

Job Description

About Us:
Cowley Companies is a privately held family investment office that manages a diverse portfolio of investments, real estate holdings, trusts, and philanthropic endeavors. We are seeking a highly organized, discreet, and proactive Office Manager & Executive Secretary to support both daily operations and the principals directly.

Position Overview:
This dual-role position combines office management with executive secretarial responsibilities . The ideal candidate is a polished professional who thrives in a dynamic, private environment, someone who can anticipate needs, manage complex schedules, and ensure seamless communication and organization across the office.

Key Responsibilities:

Administrative & Office Management:

• Oversee the smooth day-to-day operations of the office.
• Manage relationships with vendors, advisors, and service providers (legal, accounting, investment, property, etc.).
• Maintain organized systems for filing, records management, and document retention—both digital and physical.
• Handle some property management administration, including insurance renewals, maintenance schedules, and compliance tracking.
• Support philanthropic activities, foundation administration, and event logistics.

Executive & Secretarial Support:

• Manage complex calendars and scheduling for principals and senior executives.
• Prepare correspondence, meeting minutes, presentations, and reports.
• Coordinate travel logistics—flights, accommodations, itineraries, and visas—ensuring seamless arrangements.
• Screen calls and correspondence with the utmost professionalism and discretion.
• Maintain confidentiality regarding all personal, financial, and business matters.

Qualifications:

• Bachelor’s degree in business, communications, or a related field preferred, but not required.
• 5+ years of experience as an office manager, executive assistant, or secretary—ideally within a family office, private investment firm, or professional services environment.
• Exceptional organizational skills and meticulous attention to detail.
• Strong written and verbal communication skills with a polished, professional demeanor.
• High level of discretion, trustworthiness, and emotional intelligence.
• Proficiency in Microsoft Office Suite, Google Workspace, and document management tools.
• Ability to manage multiple priorities and adapt to changing needs.

Compensation & Benefits:

• Competitive salary based on experience.
• Comprehensive health insurance, covered by employer.
• Paid vacation and holidays.
• Discretionary performance bonus.
• Stable, respectful, and confidential working environment.

How to Apply:
Please submit a resume to monson@cowleyco.com . Use the subject line: “Office Manager & Executive Secretary – Family Office.”

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