Agreus is working exclusively with a Single Family Office in their search for a talented Executive Assistant to support the Chief of Staff and Chief of Family Office Operations / CFO.
They are looking for someone with professional maturity who can emulate the Founders’ company culture while maintaining the strict confidentiality of all matters related to the owner’s private
business enterprises.
This highly organized and proactive Executive Assistant will perform and execute the overall administrative duties for the Chief of Staff to conserve the Chief of Staff's time and promote the corporate mission by representing the executive internally and externally.
The EA will provide support to the family office as needed or requested and will be responsible for confidential as well as time sensitive material. A wide degree of problem‐solving, creativity and flexibility is expected.
Primary Responsibilities:
• Works in person, answering office phone, inperson inquiries, directing inquiries where appropriate, and other office duties as assigned by the Chief of Staff.
• Maintains CFO’s appointment schedule by planning and scheduling meetings, conferences, teleconferences, and travel.
• Ensures Founders’ Office is clean, stocked as directed by CS, and needed items are ordered and delivered in a timely manner.
• Prepares meeting space and materials for meetings with owners or executives for attendees appearing both inperson and remotely, including ensuring any technology needed is loaded and working each time.
• Creates or maintains office filing system, organize files, system access across multiple locations
• Produces information by transcribing, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics.
• Collects mail, routing to appropriate parties, scanning and filing.
• Conserves executive's time by reading, researching, and routing correspondence; drafting letters and documents; collecting and analyzing information; initiating telecommunications.
• Welcomes guests by greeting them, in person or on the telephone, answering or directing inquiries
• Performs administrative tasks as directed by the Chief of Staff; this may include, but is not limited to, coordinating travel, reservations, appointments, scheduling maintenance or cleaning for offices or residences, accepting deliveries.
• Provides concierge services or performs personal errands on behalf of Founders as directed by Chief of Staff.
• Completes assigned projects, following up on results.
• Maintains confidence of owners’, Chief of Staff and CFO by protecting operations and keeping information confidential.
Education and Experience Requirements:
• Bachelor’s Degree preferred
• Ten (10) years in an administrative role, preferably working for executives in an entrepreneurial or family office environment
• IT literate and proficient in the use of Microsoft Outlook, Word, Excel, and PowerPoint including reporting skills as well as e‐mail and the Internet, online meeting set‐up, etc.
Additional Job Information:
Salary: This role is paying a basic annual salary of between $55,000 – $85,000.
Benefits: Healthcare, 401k and generous PTO
Work Hours: Unlike a traditional business office environment, candidate should expect that work may not always be performed during normal business hours.
If you would like to find out more about the role, please send your latest CV to Kay Shah at kays@agreusgroup.com.
REF: AGR2773