Family Office Administrator
Company: MAHLER PRIVATE STAFFING
Location: Walnut Creek
Posted on: June 16, 2022
|
|
Job Description:
Job Description Position Summary: A family office based in the
east Bay Area in Walnut Creek, CA would like to hire an
Administrator to represent their company and family in both their
professional and personal interactions. This person will report to
the Chief Operating Officer and will regularly interface with the
family's professional advisors, legal and financial teams, and
household staff. The ideal professional will have a high EQ and be
comfortable assuming broad responsibilities for the family's
ongoing activities and projects. Some work can be done remotely,
other times you will be based out of an established office nearby.
Key responsibilities: Manage projects and follow up on work
results. Manage vendor and contractor relationships. Liaise with
attorneys, accountants, wealth managers, and trustees. Review and
approve supply requisitions and orders. Prepare, edit, proofread,
and audit correspondence, invoices, and other documents. Oversee
preparation of all documents for management meetings. Keep the COO
updated and informed with open and transparent communication of
operations, employees work, as well as service providers including
concerns. Monthly and quarterly review of general ledger reports.
Coordinate annual budgeting process for business entities; review
and monitor expenses throughout the year. Participate in investment
meetings. Review, revise, communicate, and enforce general office
policies and procedures. Support the recruitment and training
process. Administer employee benefits and PTO, including time
tracking and holiday schedules for staff. Necessary Qualifications:
Seven (7) to ten (10) years of related experience. Bachelor's
degree in Business Management/Administration or similar area
required. Prior experience in a family office, legal office, with
real estate, or a corporate background a plus. Excellent verbal,
written and interpersonal communication. Proficiency with the
Microsoft Office Suite. Able to independently prioritize and manage
multiple tasks and projects while meeting deadlines and achieving
desired outcomes; proactive and able to initiate solutions. Ability
to read, analyze and interpret complex documents. Process-oriented;
enjoys designing and documenting business processes. Mature and
collegial professional who is calm and unflappable, has a positive
mindset, and a sense of humor. Schedule: Generally a Monday through
Friday schedule. This is a full-time, year-round position.
Compensation: Compensation up to $180,000 offered, depending on
experience, with exceptional benefits: fully-paid health, dental,
and vision insurance; paid time off and paid holidays; annual bonus
potential. To Apply: Please apply at www.mahlermatch.com for
consideration. Qualified applicants will be contacted. Our Story:
Mahler Private Staffing works with America's leading families to
find experienced private domestic staffing professionals for their
homes and family offices. We take a personalized approach and work
to get to know our candidates, as well as we know our clients, so
we can make lasting, long-term placements. Note: Due to the high
volume of applicants received by Mahler Private Staffing, we are
unable to respond to each application individually. We will contact
applicants directly if they are selected to move forward. There are
no fees to applicants. indmps
Keywords: MAHLER PRIVATE STAFFING, Walnut Creek , Family Office Administrator, Administration, Clerical , Walnut Creek, California
Click
here to apply!
|