Executive/Family Office Assistant Job Description

Executive/Family Office Assistant Job Description

05 Nov 2024
Nevada, Reno / tahoe, 89501 Reno / tahoe USA

Executive/Family Office Assistant Job Description

Busy executive seeks strong support from a qualified, educated executive assistant that is able to manage across a wide range of professional and personal projects. Responsibilities will span professional support for financial services firm, engagement in a variety philanthropic commitments and personal financial affairs.

Responsibilities

Manage professional and personal scheduling, including agendas, mail, email, phone calls, client management, and other company logistics

Coordinate scheduling and calendar management, as well as content and flow of information to team members and clients

Manage travel logistics and activities

Provide administrative support, including project tracking, spreadsheet creation, and maintenance of filing system and contacts database

Organize team communications and plan events

Coordinate and manage personal affairs including travel, homes, cars, insurance, payments and philanthropic activities

Maintain professionalism and strict confidentiality with all materials

Required Skills and Qualifications

Two or more years of experience in an administrative role supporting senior executive(s)

Excellent written and verbal communication skills

Strong time-management skills and an ability to organize and coordinate multiple concurrent projects

Proficiency with office productivity tools and an aptitude for learning new software and systems

Flexible team player

Ability to maintain confidentiality of information related to the company and its employees

Preferred Skills

Experience with project management and tracking software

Creation of spreadsheets for budgeting and other tracking purposes

Knowledge of Salesforce.com

Knowledge of financial services industry

Comfort with budgeting, negotiation and contracting

Location: Preferred location is Northern Nevada, encompassing Truckee, Tahoe, Reno, or Carson City. Work week could be split between in-office and at-home.

Compensation: Commensurate with experience: $75,000-$100,000+ and benefits.

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