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Family & Business Office Personnel Staffing
Family Office Executive Assistant
The family office personnel are usually responsible for the management of all administrative duties relating to their clients and their client’s families. This generally includes managing supplier relations, banking, all correspondence, and household staff contracts and performance across the client’s property portfolio. Managing administration (invoices, bank statements, expenditure, accounting etc.)
Family office staff are expected, therefore, to show absolute discretion in the management of their clients’ private affairs.
A Personal Assistant or Private Secretary is valuable to busy clients who may or may not have other staff to run the estate or home and is responsible for the day to day running of a busy client’s life. Keeping his/her diary, arranging and monitoring appointments, correspondence and more. Often travelling with the employer but sometimes office based the Personal Assistant requires more than good secretarial skills. Diplomacy and tact are essential.
Personal Assistants must have superb personal qualities, proficient in computer operation, maintains social calendars, can make travel arrangements, correspondence, create inventories, and handle the scheduling of staff and maintenance personnel if necessary. Daily responsibilities could include shopping, daily mail, data base management, management of household and the payment of bills. At the same time, the personal assistants can do other duties as requested.
Family Office Coordinator & Bookkeeper
Family Business Coordinator Bookkeeper are experienced, detail oriented and good analytical skills individuasl with extensive knowledge of Bookkeeping using QuickBooks. Duties to include:
Corporate Office Matron
Liaising with the Executive Assistant or Office Manager to manage the daily work schedule, running daily errands, etc. Some of the responsibilities of an Office Matron include: