Family Office Assistant Job Description

When writing a job description for a family office assistant, It’s important to include as much detail as possible to attract suitable candidates. A good job description will help a candidate understand the duties of the role, company ethos and personal skills and requirements expected, plus any benefits. The overall goal is to encourage family office assistant candidates to feel excited about the opportunity and apply.

Family Office Assistant Job Description Sample

A family office assistant provides administrative and operational support to high-net-worth families, handling tasks like managing appointments, overseeing finances and coordinating travel arrangements. They ensure the smooth running of family and business affairs, assist in estate planning and help in managing the family's philanthropic activities, as well as commercial ventures. Their role necessitates discretion, trustworthiness, and often, understanding of complex financial matters.

Family Office Assistant Duties & Responsibilities

Here are some common key responsibilities included in a family office assistant job description:

• To support the family office operations by providing administrative support to the three family principals as well as to the wider family when necessary.
• To act as a gatekeeper to the 3 Principles.
• Preparation of agendas, documentation and minutes/records of meetings as required.
• Assist with maternity, paternity and adoption administration processes.
• To carry out extensive diary management and coordination of meetings and calls, often over several time zones and ever-changing diaries.
• To organise business and private travel, including arranging visas, travel, accommodation and restaurants, and entertainment as required. This will include private jet and yacht management.
• To oversee the maintenance and refurbishment of all properties across multiple locations.
• To liaise with the Charities Aid Foundation regarding charitable trusts.
• To liaise with Accountants, Finance and Legal representatives on the principals’ behalf.
• To carry out research for the principals and manage ad-hoc projects as and when required by the family.
• To observe a code of strictest confidentiality at all times.

Family Office Assistant Skills & Requirements

Below is a list of qualifications and personality profile that a family office assistant needs to have or aspire towards:

• Degree standard or equivalent.
• 3-5 years experience within a similar role.
• Demonstrates a high level of autonomy, initiative and independence.
• Excellent organisational skills that reflect the ability to perform and prioritise multiple tasks seamlessly with strong attention to detail.
• Experience with HR systems.
• Has a high degree of diplomacy and discretion with the ability to build relationships at all levels.
• Strong commercial judgement.
• High level of flexibility and resourcefulness.
• Proficiency in Windows, including MS Word, PowerPoint and Excel.
• Excellent writing and proofreading skills.
• Has the flexibility to work additional/out of hours as necessary to meet the principals’ needs as and when necessary.

Family Office Assistant Benefits

Here are some of the benefits a family office assistant may expect when working with your company:

• Competitive salary and bonus - explore average salaries here.
• Holiday allowance
• Private healthcare
• Life Assurance
• Mobile phone and Laptop
• Cycle to work scheme
• Discounted gym membership

It is always a good idea to add a paragraph at the end about the softer benefits, such as social events, flexible working hours, a fully stocked fridge, and if there are any future opportunities for personal development.