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.

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