Position: Florida-Based Part-Time Family Office Assistant
Asena Advisors delivers expert tax and family office consulting services to privately owned businesses and families. We are seeking a motivated part-time family office assistant. The role will require an experienced EA who will provide business and private support to our high-net-worth clients with a clear understanding of the demands and needs for discretion at this level.
Essential functions of the job include, but are not limited to, the following:
- Act as a gatekeeper to the respective Client(s)
- Preparation of agendas, documentation, and minutes/records of meetings as required
- Assist with administration processes
- Carry out extensive calendar management and coordination of meetings and calls, often over multiple time zones and ever-changing schedules.
- Organize business and private travel, including arranging visas, travel, accommodation, and restaurants, entertainment, as required. This may include a private jet and yacht management.
- Oversee the maintenance and refurbishment of all properties across multiple locations.
- Liaise with charitable organizations re: charitable trusts
- Liaise with accountants, finance, and legal representatives on the Client(s)’ behalf
- Carry out research for the Client(s) and manage ad-hoc projects as and when required by the family.
- Observe a code of strictest confidentiality at all times.
Education, Certification, and Experience Requirements
- High school diploma, including or supplemented by course work in typing, shorthand or speed writing, and other business or administration subjects
- Minimum of 3-5 years experience in a similar role
- History of progressively challenging, relevant positions
- Proficiency in Google Suite and Windows (MS Word, PowerPoint, and Excel)
Skills and Qualifications
- Exceptional writing, proofreading, interpersonal, and organizational skills
- Excellent attention to detail
- Ability to perform a variety of office and administrative duties independently
- Autonomy and initiative
- Diplomacy and discretion
- Ability to build relationships at all levels
- Flexibility and resourcefulness
- Flexibility to work additional/out of hours to meet the Client(s)’ needs as and when necessary.
Compensation
Hourly Wage - pay commensurate with experience.