Part-time Family Office Assistant

PRIMARY RESPONSIBILITIES

• Runs errands, including, but not limited to groceries, returns, Apple store visits
• Deliveries to local gift recipients or shipping office, updates/maintains gift log, and maintains gift closet supply
• Occasionally drives the Principal to meetings and appointments
• Performs basic administrative tasks including, but not limited to, printing, scanning, acquiring signatures on documents
• Manages and logs mail & package received, with necessary follow-up actions
• Schedules and supervises vendors for maintenance and repair services in the two residential units
• Prepares personal items needed for travel, and prepares the home for Principal’s return from travels
• Submits a daily To-Do list
• Performs other tasks as assigned

REQUIREMENTS

• Must be fully COVID-vaccinated, proof of vaccination required
• High School Diploma or GED required
• Ability to handle stress and remain calm under pressure
• Resourceful, dependable, reliable, meticulous, trustworthy, and discreet
• Ability to work independently and manage multiple tasks simultaneously
• Strong team player and flourishes in a teamwork environment
• Focused, skilled at setting priorities and completing tasks following deadlines
• Working knowledge of Microsoft Office, especially Word and Outlook, and Internet
• Must be familiar with Apple products
• A positive and professional appearance and demeanor
• Must have a reliable vehicle and valid State Issued Driver’s License
• Available to run errands on occasional weekends, if needed

ADDITIONAL EXPECTATIONS

• Represents Principal and interacts with family in a sensitive manner that supports the family’s mission and honors the confidentiality agreement
• Models and participates in setting a positive, productive tone for the Family Office
• Maintains good relationship with the staff team and residential building management team