Hannah Okafor
Personal Assistant to a Family Office Principal
Greenwich, CThannah.okafor@example.com(203) 555-0158Summary
Personal assistant with six years supporting high-net-worth principals across three residences, complex international travel and a household staff of nine. Reduced the principal's unresolved requests to near zero with a shared task system the family and staff adopted, and renegotiated vendor contracts that saved the household roughly $60K a year. Discreet, unflappable and available when the plan changes at midnight.
Experience
Personal Assistant to the Principal, Marlowe Family Office
– Present
Greenwich, CT
- Run the personal calendar, travel and correspondence of a family office principal across residences in Connecticut, Florida and London, coordinating with a house manager, two chefs and a security detail.
- Plan and book about 70 trips a year, including private aviation, visas and last-minute rerouting; no missed connection or lost reservation in four years.
- Reviewed every recurring household contract in my first year and renegotiated landscaping, cleaning and insurance vendors for annual savings of roughly $60K.
- Introduced a shared task and approvals board for the family and staff that replaced text-message requests, cutting the weekly follow-up meeting from an hour to fifteen minutes.
Executive and Personal Assistant, Vantrell Capital Partners
–
New York, NY
- Supported a managing partner with a blended work and personal calendar of 30 to 40 meetings a week, plus family commitments, medical appointments and two school schedules.
- Organized four board dinners and an annual investor retreat for 80 guests, handling venues, invitations, dietary needs and travel within budget each year.
- Managed personal expenses, gifting lists and charitable pledges, reconciling monthly statements with the partner's accountant with no discrepancies.
- Handled sensitive correspondence and legal documents under a confidentiality agreement, with no incident in nearly three years.
Education
B.A. in Communications
Hudson Bend College, Poughkeepsie, NY
Skills
- Complex calendar management
- International and private travel logistics
- Household staff coordination
- Vendor and contract management
- Expense tracking and reconciliation
- Event planning
- Gatekeeping and correspondence
- Confidential document handling
- Gift and personal shopping
- Property and maintenance scheduling
- Google Workspace and Microsoft 365
- Task management tools
Certifications
- Certified Administrative Professional (CAP), International Association of Administrative Professionals,
- Adult and Pediatric First Aid, CPR and AED, American Red Cross,