Collects and processes outgoing mail, operating related machines, and distributing all incoming mail to appropriate team members in a timely
Supports Family Office leadership in the facilitation and coordination of Family Office-wide communication, meetings, events, and activities,
providing team support in their relationships.
Manages, administers, and/or oversees the Family Office bill pay systems, policies, procedures, strategic partners, etc.
Having a 360-degree approach to working on various projects and completing different tasks within this family office.
Manages various Company projects for Family Office team (e.g., repapering client agreements, data verification, etc.).
Supporting the Chairman on all investment-related matters on behalf of the single-family office
Liaising with all team members of this single-family office to ensure the smooth running of the family office operations.
Preparing expense reports and office budgets.
Managing office supplies and ordering new supplies as needed.
Systematically filing important company documents.
Forwarding all correspondence, such as letters and packages, to staff members.
Scheduling meetings and booking conference rooms.
Hiring maintenance vendors to repair or replace damaged office equipment
Maintain a company calendar and schedule appointments
Arrange travel and accommodation
Arranging both internal and external events
Creating, updating, and maintaining records and databases
Coordinating building and maintenance issues for general repair.
Bachelor's Degree in Business Administration or related field
Good understanding of Financial Management and Reporting Skills.
3-6 years of experience in the same role.
Demonstrate sound work ethics, Integrity and Ethical Standards
Proficiency in all Microsoft Office applications.
The ability to multitask.
Excellent organizational skills.
Effective communication skills.
Exceptional customer service skills.