Part|time Executive Assistant for Family Office

Qualifications
Finance background is not required – all skills needed will be trained on the job
BA/BS of competitive US college
3 years assistant experience or equivalent
MS Office including Excel
Facility with software and tech applications
Being organized, responsible, and good at solving problems
Being a self-starter who is good at identifying and tackling problems
Benefits
15-25hrs/week; blend of remote and in-person; $40/hr
Responsibilities
They are looking for someone who can do general administrative work, to streamline and digitize aspects of existing systems, and to do ad hoc tasks
Working closely with the father to keep him organized and on-task
Managing email inbox of father to identify priorities and what should be followed through
Identifying and implementing systems to optimize office workflow including digitizing some systems
Bill-pay and ensuring bills are correct
Tracking investments
Reviewing budgets
Liaising with the accountant and getting him the documents needed on an ongoing basis
Answering ad hoc questions such as when can this deposit be refunded
Some personal assistance for family members: booking travel, scheduling vendors for home repairs, sourcing
Job description
Part-time Executive Assistant for Family Office. (Morristown, NJ)

Three-person Family Office seeks part-time assistant to provide varied support. The office consists of family members who manage their larger family’s investments. They are looking for someone who can do general administrative work, to streamline and digitize aspects of existing systems, and to do ad hoc tasks. Finance background is not required – all skills needed will be trained on the job. The atmosphere of the office is informal and professional.

Requirements include:

· BA/BS of competitive US college

· 3 years assistant experience or equivalent

· MS Office including Excel

· Facility with software and tech applications

· Being organized, responsible, and good at solving problems

· Being a self-starter who is good at identifying and tackling problems

Responsibilities include:

· Working closely with the father to keep him organized and on-task

· Managing email inbox of father to identify priorities and what should be followed through

· Identifying and implementing systems to optimize office workflow including digitizing some systems

· Bill-pay and ensuring bills are correct

· Tracking investments

· Reviewing budgets

· Liaising with the accountant and getting him the documents needed on an ongoing basis

· Answering ad hoc questions such as when can this deposit be refunded

· Some personal assistance for family members: booking travel, scheduling vendors for home repairs, sourcing

15-25hrs/week; blend of remote and in-person; $40/hr.