Overview
Executive Assistant – Family Office Jobs in New York City Metropolitan Area at The Quest Organization
Title: Executive Assistant – Family Office
Company: The Quest Organization
Location: New York City Metropolitan Area
We are seeking a highly organized, detail-oriented, and proactive hands-on Family Office Operations Associate to support a private Family Office. This role is multi-faceted and requires a professional who can seamlessly manage administrative, financial, legal, and property management tasks while maintaining the highest levels of discretion and confidentiality.
Responsibilities:
Provide high-level administrative support, including document management, and correspondence handling.
Manage bookkeeping tasks and coordinate with external accountants.
Assist with legal and compliance matters, including the tracking of legal documents and liaising with attorneys.
Assist with property management, including tenant communications, vendor coordination, and maintenance oversight.
Act as a key point of contact for internal and external stakeholders, ensuring professional communication at all times.
Conduct research and compile reports to support business and personal decision-making.
Maintain and organize confidential records, contracts, and financial documents.
Handle special projects as needed.
Qualifications:
Bachelors Degree
2+ years of experience in a family office, wealth management or similar environment.
General familiarity with bookkeeping/accounting matters
General familiarity with legal and compliance matters
Strong communication skills, both written and verbal.
Professional appearance and demeanor
Strong organizational and multitasking skills with strong attention to detail.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), QuickBooks and other relevant software.
Discretion and ability to handle sensitive and confidential information.
Strong problem-solving skills and the ability to work independently with minimal supervision.
