Administrative Assistant II - Family Office

The Administrative Assistant II will support the administrative needs of the Family Office department, including direct support of the Senior Director. The role will be responsible for scheduling meetings, answering phones, handling requests, and managing correspondence.

What You Will Do

The Administrative Assistant II will coordinate and book travel, manage expenses and receipts, maintain confidential files, and coordinate communications with outside professionals.

Why It Might Be a Fit

The ideal candidate will have 3-5 years of experience in an administrative role, preferably within a family office, wealth management, or financial services environment, and possess excellent written and verbal communication skills.

Requirements

• Bachelor's degree
• 3-5 years' minimum experience in an administrative role
• Experience with expense management, such as Concur or QuickBooks
• General knowledge of or interest in finance, accounting, or investments
• Experience working with and supporting high net worth individuals
• Excellent written and verbal communication skills
• Proven ability to manage multiple calendars
• Experience with coordinating and booking travel
• Exceptional attention to detail with a demonstrated ability to maintain accurate records
• Strong problem-solving skills and a 'no task is too small' mindset
• Demonstrated ability to handle sensitive and confidential information with discretion
• Strong organizational and time-management skills
• Ability to work independently while contributing positively to a collaborative team environment
• Capacity to manage competing priorities while keeping sight of big-picture objective
• Resourceful, proactive, and adaptable with a willingness to assist across a variety of functions

Benefits

• Medical
• Dental
• Vision
• Life Insurance
• FSA's
• 401(k)/Profit Sharing Plan
• Adoption Assistance
• Education Reimbursement
• Supplemental Health Plans
• Pet Insurance