Executive Assistant Family Office

About This Role

Support Executive Directors and C-level department heads within a prominent Midtown Manhattan Family Office by performing a wide range of administrative and office support duties.

Responsibilities

• Perform general clerical duties including photocopying, faxing, scanning, shredding, and sending mail
• Answer phones
• Assist with meeting setup, including room preparation, beverages, snacks, presentations, and agendas
• Assist on miscellaneous projects for the Family Office and the Family
• Run errands as required (bank, post office, properties)
• Run to the bank daily if checks have been received to ensure no checks are left over the weekend
• Provide backup for daily wires
• Assist with mail distribution
• Cross-train with other employees for full coverage
• Obtain approvals and signatures to open new accounts
• Conduct miscellaneous research projects for Family Office team members
• Prepare outgoing mail via USPS, UPS, FedEx, and messenger
• Print documents and find files for the team
• Prepare and organize New York Office bank statements and invoice files
• File all invoices and statements for all family members
• Manage and monitor the New York Office Document Location Report and update the manager quarterly
• Work with other team members to pull yearly bank statements and invoices

Requirements

• Administrative experience in a family office, financial services, or law firm setting

Qualifications

• Administrative experience in a family office, financial services, or law firm setting

Benefits