Executive Assistant to the CEO / Family Office Ops Manager (IN PERSON/RELOCATION)

Yutori Method™ is managing the recruitment for this role.

***This position is full-time in-person support. Company is open to relocation candidates. Candidates must be willing to commute or relocate if not already living in the Macon, GA area.

About the Company:

Learn more about AREY Group here: https://www.areygroup.com

JOB RESPONSIBILITIES

The primary duties and responsibilities include, but are not limited to:

Accounting / Financial Reporting – 35%

• Manage wires, fund movement, reconciliations, and monthly financial document collection
• Support entity/bank account setup and maintain compliance, renewal, and reporting calendars
• Prepare lender statements, tax-related documentation, K-1 support, and filing packets
• Track capital calls, distributions, deadlines, and maintain accurate ledgers and dashboards
• Coordinate deliverables with external accounting team and CFO; ensure timely reporting
• Maintain estate documents and family entity distribution tracking
• Schedule/document check-ins with advisors, investors, and partners
• Maintain organized financial filing systems across business and personal entities

Personal Operational Systems & CEO Enablement – 45%

• Review and optimize CEO calendar; act as backup EA for scheduling, travel, and email triage
• Manage CEO task lists, follow-ups, and project deadlines; support deal pipeline reminders
• Coordinate logistics with PA and EA across personal and business calendars
• Audit and improve operational systems (CRM, PM tools, workflows)
• Support CEO research requests and investment logistics
• Facilitate EOS cadence, including weekly 1:1s, L10 prep, and quarterly planning
• Oversee mail-handling, meeting prep, and day-to-day onsite readiness
• Support project management for CEO priorities, rocks, and time-sensitive deliverables
• Develop and roll out new workflows improving Center Office and CEO operations
• Lead ad-hoc projects that support strategic business and personal initiatives

Team Management – 20%

• Run Center Office L10 meetings; manage rocks, priorities, and accountability for PA + EA
• Oversee file structure, SOP maintenance, team workload, and operational readiness
• Assign tasks, manage capacity, and ensure on-time execution
• Serve as EOS scribe for company-wide and leadership meetings
• Partner with VP of Ops and Office Manager on administrative and on-site support needs
• Support seasonal mailings, guest coordination, and office readiness

REQUIREMENTS (Education/Work Experience):

Education:

• Bachelor’s degree in Finance or Business Administration (REQUIRED)
• Master’s degree (PREFERRED)

Work Experience:

• Five (5) years Senior EA experience (REQUIRED)
• Three (3) years financial operations/accounting experience (REQUIRED)
• Family office experience (PREFERRED)
• Real estate or investment experience (PREFERRED)

SALARY + BENEFITS:

• Salary: $100,000–$125,000+
• Benefits to be shared with finalists

WORK ENVIRONMENT:

• Location: in-person support, Macon, GA 31201
• Expected Start Date: 1/15/26
• Support hours: Monday to Friday, 8:30 am – 5:00 pm EST, with flexibility during deadlines
• Ability to respond during evenings/weekends as needed
• Relocation support available
• Authorized to work in the US for any employer without sponsorship
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions