--- title: 'Executive Assistant at DFO Referrals' canonical: 'https://feeny.ai/job/executive-assistant-dfo-referrals-westport-ja6y2phd6eep' type: 'job' last_seen: '2026-09-06' --- # Executive Assistant at DFO Referrals - **Company:** DFO Referrals - **Location:** Westport, CT - **Posted:** 2026-07-28 - **Last confirmed live:** 2026-09-06 - **Apply:** https://job-boards.greenhouse.io/dforeferrals/jobs/6126572004 ## Job description Executive Assistant – Global Strategic Planning & Office of the CEO (oCEO) Dalio Family Office Dalio Family Office Overview: The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures, investments, and philanthropic efforts under Dalio Philanthropies, which includes OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The core of the DFO’s culture is built around meaningful work and meaningful relationships and the family’s commitment to giving back. The office is headquartered in Westport, CT with regional offices in New York City, Singapore, and Abu Dhabi. Position Summary: The Executive Assistant will support both the Global Strategic Planning and oCEO leadership team for the Dalio Family Office. The Executive Assistant will enable senior leaders to operate efficiently and effectively by providing seamless coverage and support of day-to-day administrative tasks and managing various team initiatives, processes, and other activities. This individual will provide critical leverage by understanding the executives’ goals, working styles, and preferences as well as guard railing for weaknesses. Day-to-day responsibilities would include a combination of the following: - Provide direct administrative support for both the Head of Global Strategic Planning and the Chief of Staff oCEO, with activities including: - Manage complex and dynamic calendars - Liaise with internal stakeholders and external parties for communication and on-site scheduling - Coordinate among all schedules, calendars and other shared activities - Plan and set up appointments and activities proactively and accurately - Ensure efficient use of time while enabling executives’ shifting priorities. - Process and follow up on service and support needs, including IT, purchasing, facilities, travel, and expense reimbursement. - Support various departmental (pillar) projects from inception to execution, holding accountability for the time management and workflow process to ensure excellent results. - Ensure executives stay on schedule and meet daily deliverables, monitor, and maintain their task lists, dashboards and workflow. - Assist with meeting preparation and follow up, including maintaining agendas, creating pre-meeting packets, taking notes as needed, distributing, and checking on follow-up items. - Assist with document preparation, management and archiving. - Perform finance administrative transaction processing, such as Concur expense report submission - Support office community and employee caring activities. - Additional duties as assigned The ideal candidate will possess the following knowledge, skills, attributes, and values: - Excellent time management and task management skills, including ability to triage unexpected priorities and manage demanding and complex international travel schedules. - Natural multi-tasker comfortable wearing many hats in support of a dynamic organization - Ability to anticipate and proactively manage needs of executives - Results driven while able to balance and organize lots of moving parts. Comfortable with ambiguity and quick pivots. - Excellent written and oral communication skills and a professional demeanor. - Excellent word processing, filing, and organizational skills - Ability to coordinate, prioritize and handle multiple projects simultaneously under minimal supervision Illustrative Benefits: - 100% company paid medical premiums - 17 company paid holidays - Friday summer hours - Monthly community happy hours - Hybrid work environment - Free catered food services for in-office days - Generous PTO offering - Casual dress code - 150% 401(k) match up to $7,500 and 100% match above $7,500 ($15k match limit) - Gym reimbursement, back up childcare services, insurance, financial, and legal services, and much more! Qualifications: - Minimum of 8 years of Executive Assistant or similar experience in a high intensity office setting, preferably having supported multiple executives. - Discreet and professional in handling sensitive and/or confidential information and maintaining high integrity. - High degree of client service professionalism engaging both internally with external contacts and advisors - Excellent with Microsoft Word, Outlook, Power Point, OneDrive, SharePoint; at least basic Excel knowledge. - Experience managing projects in a fast-paced, high caliber environment. - Experience with Monday.com, JIRA, Concur, and Sage Intacct. - Experience coordinating office events and employee centric activities. Compensation: Compensation for the role includes a competitive salary in the range from $90,000 -$205,000 (inclusive of a merit-based bonus, dependent on years of experience, level of education obtained, as well as applicable skillset) and an excellent benefits package, including  paid time off ranging from 15 to 25 days based on years of service, paid sick and safe leave, dental, vision, life and disability insurance, paid parental time off, birth mother recovery pay, sick family member pay, parental ramp back up program, gym reimbursement and generous employer match for 401k. Please note we are unable to provide immigration sponsorship for this position. Use of AI in the Application Process: We recognize that candidates may use AI-enabled tools to assist with resume drafting, application preparation, and interview preparation. Such use is permitted provided all submitted materials accurately reflect the candidate's own qualifications, experience, skills, and work history. Candidates may not submit hidden instructions, embedded prompts, misleading metadata, deceptive content, code, or other materials intended to interfere with or improperly influence the Company's recruiting process or the administration of candidate applications Any attempt to misrepresent qualifications or improperly interfere with the recruiting process may result in disqualification from consideration. At the DFO, we believe our biggest asset is our people. We are proud to be an equal opportunity employer, hiring and developing individuals from diverse backgrounds and experiences to add to our collaborative culture. The DFO treats all candidates and employees with respect and does not discriminate in our recruiting, hiring, and promoting processes and general treatment during employment, including on the basis of actual or perceived race, creed, color, religion, sex, age, sexual orientation, gender identity and/or expression, alienage or national origin, ancestry, citizenship status, marital status, veteran status, or disability. ## About DFO Referrals ## Company Overview - **One-liner**: DFO Referrals is the talent acquisition and recruitment platform for the Dalio Family Office, which manages the ventures, investments, and philanthropic initiatives of Ray and Barbara Dalio. - **Entity Type**: Private (family office) - **Headquarters**: Westport, Connecticut, United States (with additional offices in New York City, Singapore, and Abu Dhabi) - **Founded**: Year not publicly disclosed (the Dalio Family Office has been active for many years; DFO Referrals as a hiring entity likely launched in recent years) - **Founders**: Ray Dalio and Barbara Dalio (founders of the Dalio Family Office) ## Core Business - **Primary industry/industries**: Executive Offices, Family Office, Financial Services, Philanthropy, Ocean Exploration, Education - **Target customers**: Not applicable (DFO Referrals supports the internal hiring needs of the Dalio Family Office and its affiliated entities; it does not serve external customers) - **Mission or purpose statement**: The Dalio Family Office is rooted in a culture of meaningful work and meaningful relationships, supporting the family’s legacy of giving back through Dalio Philanthropies, OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation. ## Products & Services DFO Referrals is not a product company; it is a hiring arm. The entities it supports include: - **Dalio Family Office (DFO)**: Core investment and administrative services for the Dalio family. - **Dalio Philanthropies**: Philanthropic initiatives across ocean exploration, education, and global giving. - **OceanX**: A non-profit that combines exploration, research, and multimedia education to transform public understanding of the ocean. - **Dalio Education**: Education-focused programs and partnerships. - **Endless Network**: A philanthropic initiative focused on expanding internet access. ## Market Standing - **Valuation/Market Cap**: Not disclosed (private family office) - **Key Metric**: Total Funding – Not applicable (privately funded); Headcount – 6 employees reported on LinkedIn [linkedin.com/company/dalio-family-office] (likely refers to core DFO staff; the broader ecosystem employs many more) - **Notable Investors/Partners**: The Dalio family (self-funded); partners include Bridgewater Associates (founded by Ray Dalio), various philanthropic organizations, and academic institutions. - **Growth Signals**: 40% headcount growth YoY at the core family office [linkedin.com/company/dalio-family-office]; active job postings include senior roles in finance, technology, legal, and operations (17+ open positions as of June 2026) [greenhouse.io, jobera.com]; expanding presence in Singapore and Abu Dhabi. ## Competitive Advantages - **Access to the Dalio ecosystem**: Employees work directly with the family office, gaining exposure to high-impact investments, philanthropy, and global initiatives. - **Meaningful work**: Roles support ocean conservation, education, and global connectivity, offering a sense of purpose beyond profit. - **Strong compensation and benefits**: Competitive salaries (ranges from $95k–$655k depending on role) plus 100% company-paid medical premiums, 17 paid holidays, generous PTO, 150% 401(k) match up to $7,500, gym reimbursement, and hybrid work environment [scoutify.com]. - **Low turnover / high retention culture**: Focus on "meaningful work and meaningful relationships" as core values. ## Strategic Focus - **Current priorities**: Expanding the talent base for the family office and its philanthropic arms, particularly in technology (CISO, DevSecOps, Data Engineering), finance (senior accounting, tax advisory), and international operations (Singapore, APAC partnerships). - **Direction for growth**: Deepening the family’s impact in ocean exploration (OceanX), education, and global philanthropy, while maintaining a lean, high-performance team. ## Why Work Here - **Culture highlights**: Mission-driven, collaborative, high-performing environment with a focus on meaningful relationships [scoutify.com]. - **Remote/hybrid/office policy**: Hybrid work environment; many roles are on-site in Westport, CT or New York City, with some roles in Singapore (on-site). 100% remote roles are rare [jobera.com]. - **Notable perks or engineering culture**: 100% company-paid medical premiums, 17 paid holidays, generous PTO, 150% 401(k) match up to $7,500 (plus 100% match above $7,500, up to $15k match limit), gym reimbursement, and hybrid flexibility [scoutify.com]. Engineering roles (e.g., Senior DevSecOps Engineer, Senior Data Engineer) offer competitive compensation ($200k–$350k+ range) [scoutify.com]. - **Visa sponsorship**: Conflicting reports; USCIS data shows no H-1B petition history for DFO Referrals, but some sources indicate sponsorship for international candidates [scoutify.com]. Candidates should inquire directly during the application process. ## Sources 1. [greenhouse.io](https://job-boards.greenhouse.io/dforeferrals) – DFO Referrals job board, listing 16+ open positions. 2. [linkedin.com/company/dalio-family-office](https://www.linkedin.com/company/dalio-family-office) – Dalio Family Office LinkedIn profile (headcount, growth, description). 3. [scoutify.com](https://scoutify.com/companies/dfo-referrals/) – DFO Referrals careers page with compensation ranges, perks, H1B sponsorship discussion. 4. [jobalmanac.com](https://www.jobalmanac.com/companies/dforeferrals) – Additional job listings and company details. 5. [jobera.com](https://jobera.com/employer/dforeferrals/) – List of 17 open positions with salary ranges and location classification. 6. [daliofamilyoffice.com](https://daliofamilyoffice.com) – Official website (not deeply crawled, but primary source for entity description). ## Other roles at DFO Referrals - [IT Service Associate](https://feeny.ai/job/it-service-associate-dfo-referrals-westport-hettp4hpkj76) — Westport, CT - [Senior Accounting Associate, Investment](https://feeny.ai/job/senior-accounting-associate-investment-dfo-referrals-westport-zdeqs4fpfngb) — Westport, CT - [Senior Product Designer](https://feeny.ai/job/senior-product-designer-dfo-referrals-westport-6qxs1kjhk4z2) — Westport, CT - [Chief Human Resources Officer](https://feeny.ai/job/chief-human-resources-officer-dfo-referrals-westport-kr9rc43mwf9w) — Westport, CT - [VP, Portfolio Analytics & Reporting](https://feeny.ai/job/vp-portfolio-analytics-reporting-dfo-referrals-westport-f44yhg6gfht5) — Westport, CT - [IT Operations Specialist](https://feeny.ai/job/it-operations-specialist-dfo-referrals-westport-connecticut-6q3p2pe7qz1t) — Westport Connecticut, United States - [AI Governance Engineer](https://feeny.ai/job/ai-governance-engineer-dfo-referrals-westport-yb6j1d1d30gq) — Westport, CT - [Senior Tax Manager, Trust](https://feeny.ai/job/senior-tax-manager-trust-dfo-referrals-westport-72961mtxwx8j) — Westport, CT - [Senior Tax Manager, International](https://feeny.ai/job/senior-tax-manager-international-dfo-referrals-westport-2vm34hv5hfa3) — Westport, CT - [2027 Summer Intern, Investment Global Macro](https://feeny.ai/job/2027-summer-intern-investment-global-macro-dfo-referrals-new-york-k1g4tvk7qv68) — New York, NY