Executive-Family Office Assistant
: Job Details :


Executive-Family Office Assistant

Kerrigan Advisors

Location: all cities,NV, USA

Date: 2024-11-15T03:09:22Z

Job Description:

Busy executive seeks strong support from a qualified, educated executive assistant that is able to manage across a wide range of professional and personal projects. Responsibilities will span professional support for financial services firm, engagement in a variety philanthropic commitments and personal financial affairs.

Responsibilities

  • Manage professional and personal scheduling, including agendas, mail, email, phone calls, client management, and other company logistics
  • Coordinate scheduling and calendar management, as well as content and flow of information to team members and clients
  • Manage travel logistics and activities
  • Provide administrative support, including project tracking, spreadsheet creation, and maintenance of filing system and contacts database
  • Organize team communications and plan events
  • Coordinate and manage personal affairs including travel, homes, cars, insurance, payments and philanthropic activities
  • Maintain professionalism and strict confidentiality with all materials

Required Skills & Qualifications

  • Two or more years of experience in an administrative role supporting senior executive(s)
  • Excellent written and verbal communication skills
  • Strong time-management skills and an ability to organize and coordinate multiple concurrent projects
  • Proficiency with office productivity tools and an aptitude for learning new software and systems
  • Flexible team player
  • Ability to maintain confidentiality of information related to the company and its employees

Preferred Skills

  • Experience with project management and tracking software
  • Creation of spreadsheets for budgeting and other tracking purposes
  • Knowledge of Salesforce.com
  • Knowledge of financial services industry
  • Comfort with budgeting, negotiation and contracting

Location

Preferred location is Northern Nevada, encompassing Truckee, Tahoe, Reno, or Carson City. Work week could be split between in-office and at-home.

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