Personal Assistant – Family Office

Organizational Overview

PWL Wealth Management is a premier independent Canadian wealth management firm. High-net-worth Canadian families entrust PWL to manage their investment portfolios on a discretionary basis and to deliver holistic financial advice across all facets of their financial lives. 

Comprehensive financial planning, tax, and estate services are delivered via PWL Conseil, and investment management services via PWL Capital, a CIRO member firm and broker-dealer. Both entities are wholly owned subsidiaries of PWL Wealth Management, which has over 90 employees across Canada. 

Position Summary

Do you excel at creating order from complexity and find satisfaction in seamlessly managing multiple moving pieces? Are you someone who naturally anticipates what’s needed next and thrives when supporting others’ success? We’re seeking an exceptional Executive/Personal Assistant to join a growing family office in the Ottawa-Gatineau region. 

In this role, you’ll be the behind-the-scenes professional who keeps everything on track from household logistics and calendar management to travel planning and property coordination. This isn’t your typical assistant position; it’s an exciting and multifaceted opportunity for a sharp, solution-oriented professional to become an integral part of a family’s operations and grow alongside their expanding organization. 

The ideal candidate will thrive in a varied, dynamic environment where no two days are the same. You’ll wear many hats, all while upholding the highest standards of confidentiality, professionalism, and discretion. 

Key Responsibilities

Household & Property Operations 

• Maintain household operations including supply management, inventory control, and daily logistics 
• Coordinate property maintenance and oversee operations across multiple locations 
• Manage relationships with contractors, vendors, and service providers for home and vehicle care 

Family & Administrative Support 

• Manage comprehensive family scheduling including calendars, appointments, and coordination between family members 
• Oversee children’s activities, school communications, tutoring, and extracurricular scheduling 
• Coordinate domestic staff scheduling and household management 
• Provide executive-level administrative support across all family office functions 

Travel & Event Coordination 

• Plan and execute seamless travel experiences including flight bookings, accommodations, and detailed itineraries 
• Organize memorable events from family gatherings to community initiatives 
• Handle last-minute changes with ease and manage event logistics 

Property Development & Special Projects 

• Support property development projects including coordination with designers and contractors 
• Research and manage furnishings, finishes, and specialized services 
• Lead community engagement initiatives and support philanthropic activities 
• Organize and manage family property operations including agricultural ventures 

Financial & Concierge Services 

• Track household and personal expenses with accuracy and transparency 
• Manage vendor contracts, purchasing, invoicing, and service negotiations 
• Provide concierge-level personal support and handle day-to-day errands 

Qualifications

• 3+ years of experience as Personal or Executive Assistant, preferably supporting high-net-worth individuals or families 
• Advanced proficiency in Google Workspace and productivity software 
• Exceptional organizational skills with demonstrated ability to manage multiple priorities simultaneously 
• Outstanding problem-solving abilities and proactive mindset 
• Excellent written and verbal communication skills 
• Valid driver’s license and access to reliable transportation 
• Absolute discretion and ability to handle confidential information with complete integrity 
• Flexibility to work outside traditional hours when needed 

Personal Attributes 

• High energy and enthusiasm for building something meaningful 
• Self-starter who finds joy in helping others succeed 
• Flexibility and adaptability in a dynamic, family-centric environment 
• Strong time management and efficiency focus 
• Genuine interest in community involvement and diverse responsibilities 

This role offers regular holiday time and the opportunity to grow professionally within a family office. We’re looking for someone who sees this as more than a job; someone excited to contribute to the family’s success and legacy in a fast-moving environment.