Hybrid Personal Assistant at Family Office Job at C-SUITE ASSISTANTS, Racine, WI

RE5nblRjY1ZxSHUyaktBTlpJQjJZZDhs
  • C-SUITE ASSISTANTS
  • Racine, WI

Job Description

A well-established, multi-generational family office is looking for a Personal Assistant to comprehensive services to family members, which will be anywhere from 4-6 people. The official title of the role is Senior Client Representative. The role is hybrid: 3 days in office, 2 days remote (there may be flexibility to be in office 2 days). The Finance Manager will train the assistant on handling finances.

About the Job:

Supervise financial and operational aspects of family properties, yachts, and aircraft

Manage purchase and sale transactions, as well as construction and renovation projects

Manage personal staff, coordinating household logistics, courier services

Event planning and personalized projects

Oversee travel arrangements in collaboration with travel service teams to ensure seamless experiences

Facilitate personal and family foundation charitable giving, ensuring compliance and proper documentation

Oversee insurance policies. Manage claims, coordinate with providers, and ensure proper asset registration and coverage

Serve as the primary liaison for clients, external advisors, service providers, and household staff, fostering strong, long-term relationships

Lead and mentor junior team members, promoting accuracy, compliance, and a collaborative office culture

Assist with budgeting, cash flow forecasting. Review and approve personal bills, invoices, and bank transfers to ensure timely execution.

About You:

Minimum of 8 years of experience in a related support position

Previous experience supporting a HNW individual or executive

BA/BS from a college or university a plus

Excellent Microsoft Office skills (Word, Excel, PowerPoint and Outlook)

Dynamic and proactive comfortable in a fast-paced environment.

Outstanding communication skills

Salary, Bonus, Benefits, Paid vacation, Benefits (basic plan paid 100% by company), 401K, Profit Sharing

Job Tags

Similar Jobs

Medicus Healthcare Solutions

Locum Tenens CRNA - Anesthesia - $220-230 per hour Job at Medicus Healthcare Solutions

 ...Medicus Healthcare Solutions is seeking a CRNA Anesthesia for a locum tenens job in Springfield, Illinois. Job Description & Requirements ~ Specialty: Anesthesia ~ Discipline: CRNA ~ Duration: 13 weeks ~36 hours per week ~ Shift: 8 hours, days ~ Employment... 

Gilbert Family of Companies

Small Engine Mechanic Job at Gilbert Family of Companies

 ...are looking for in a long term employer. We are seeking a small engine mechanic for our Gilbert's Outdoors location. The individual...  ...lift kits, mudflaps, nerf bars, steps, etc.)* Diagnose and repair issues with lawn mowers and golf cars* Build and refurbish new... 

Get It - Real Estate

Mental Health Practitioner Float - Remote | WFH Job at Get It - Real Estate

 ..., 401(k) with employer match, and more. Professional development opportunities: Tuition reimbursement, student loan repayment assistance, and access to professional supervision. Work-life balance: Flexible schedules and a supportive work environment. Make a difference... 

PFG Customized

Yard Driver CDL-A/Yard Jockey -NOW HIRING Job at PFG Customized

Job Description: We Deliver the Goods: Competitive pay and benefits, including Day 1 Health & Wellness Benefits, Employee Stock Purchase Plan, 401K Employer Matching, Education Assistance, Paid Time Off, and much more Growth opportunities performing essential ...

Wayne County Schools Employment Network

Instructional and Behavioral Coach Job at Wayne County Schools Employment Network

 ...9/19/2024 Location: New Dawn Academy District: Oakland International Academy Job description Instructional & Behavioral Coach SCOPE OF RESPONSIBILITIES Provide leadership, support and evaluation of curricular programs and the system of...