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We are seeking a dedicated, detail-oriented, and highly trustworthy candidate to provide comprehensive administrative support to an individual and their family. This multifaceted position involves managing office operations, maintaining documentation systems, and ensuring efficient day-to-day operations across multiple administrative functions.
The ideal candidate brings a high level of professionalism, thrives in an independent working environment, and exercises flawless discretion when handling confidential information.
Key Responsibilities:
1. Administrative & Document Management
Organize and maintain office filing systems for business documents, contracts, and administrative records
Ensure accurate filing and tracking of critical documents including business registrations, correspondence, and operational files
Maintain comprehensive digital and physical record-keeping systems for office documentation
Track and manage document renewals, licenses, permits, and official correspondence
Use the program Orca to update the assets and accounts
2. Financial & Bookkeeping Assistance
Assist with expense tracking and receipt organization for office operations
Support bookkeeping activities and maintain financial records
Coordinate with external service providers, including accountants and vendors
Assist with budget tracking and expense reporting
Coordinate annual tax filing, working with accountants
Note: We have an outsourced bookkeeping company for monthly reconciliation and annual tax filing. You provide assistance organizing the information, not actual bookkeeping or tax filing.
3. Business Support Functions
Coordinate business travel arrangements including flights, accommodations, and transportation
Prepare detailed itineraries and manage logistics for business trips
Research vendors, service providers, and business partners as needed
Support event coordination and business meeting arrangements
4. Technology & Communication
Support all day-to-day administrative needs using tools such as Google Workspace (Gmail, Drive, Calendar, Docs, Sheets)
Keep track of all projects, tasks, and contacts using HubSpot CRM
Prepare professional documents, presentations, spreadsheets, and reports
Manage calendars, appointments, and important dates, and send reminders for meetings, flights, or important events and tasks
5. General Support
Perform any other tasks needed to support operational success그 외 자격요건
Requirements & Qualifications:
1. Mandatory Criteria
Education: Bachelor’s degree is required. Preference will be given to degrees in Business Administration or related disciplines
Experience: Minimum of 3–5 years in office administration, an administrative assistant role, or a similar corporate/executive support role
Language Skills: Professional proficiency in English speaking, reading, and writing is strictly mandatory
2. Preferred Assets (Pluses & Advantages)
Previous professional experience working within a family office setting
Proven exposure to international business environments
Language proficiency or conversational ability in French or Portuguese
3. Personal Attributes
Strong attention to detail and accuracy
Excellent organizational and time management skills
High level of professionalism
Excellent interpersonal and communication skills
Willingness to learn and take initiative in new areas
Self-motivated and able to work independently
Absolute discretion in handling confidential information