- Coordinate and schedule household vendor appointments and manage follow-up as necessary. Occasionally attend vendor appointments at client homes. Coordinate with onsite property managers, household staff and vendors.
- Manage household vendor schedules and maintenance calendars for client homes and update throughout the year. Conduct vendor due diligence and research service providers in a particular field.
- Property and Casualty insurance administration. Communicate with client's insurance agents to update policies on cars, homes, boats, or valuable articles. Review insurance annually.
- Perform health insurance research and cost analysis, including Medicare and individual health insurance enrollment. Evaluate concierge medical providers.
- Outsourced HR and Domestic staff management. Responsibilities may include formulating job descriptions, searching for candidates, interviews, drafting employment agreements, and performance reviews.
- Communicate with household staff and assist with scheduling, purchases and any necessary assistance
- Full payroll and benefits set up (health, dental, 401k, etc.), management and continued administration. Communicate with client's insurance agent any updates to household staff and facilitate throughout the entire process.
- Perform client research and analysis in a variety of lifestyle areas.
- Season ticket management and procurement of exclusive experiences
- Travel management
- Event planning
- Experience working with high-net-worth individuals and their advisors
- 5 years prior insurance, payroll, household management or personal assistant experience required.
- Computer literacy is required, including proficiency in the use of all Microsoft Office programs and internet research.
- Self-starter with the ability to work independently and demonstrate initiative to learn new skills and tackle a wide variety of client requests with enthusiasm. Willing to put in the extra time needed to master new skills.
- Ability to transfer skills and insight learned from one project to another.
- Ability to manage not only themselves, but others, meaning vendors, or domestic staff that clients employ.
- Strong attention to detail and accuracy.
- Ability to interact with clients and vendors in a professional and timely manner while effectively demonstrating confidence
- .Adhere to high confidentiality and fiduciary standards.
- Ability to organize, prioritize, and execute successfully in a fast-paced environment. Follow-through on all deadlines and commitments.
- Desire to participate in and contribute to the growth of a small company.
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Senior Lifestyle Associate - Bryn Mawr, United States - MaestroFS
Description
Company Overview: Maestro Financial Solutions has rebranded as Trove. Check out for more information.Trove is an administrative financial services company that understands the complex needs of high-net-worth individuals, families and/or their organizations. Trove delivers an array of bespoke, day-to-day, financial solutions to the families and engagements it serves. We have 5 office locations; Boston, MA, New York City, NY, Bryn Mawr, PA, Salt Lake City, UT, & Stamford, CT. Through continued growth we have become the leading independent multi-family office in North America At Trove we are dedicated to building centers of excellence with a trusted, innovative, and expert team to support our families and engagements. We look for talented people who are motivated, curious, collaborative, and have a passion for delivering the highest quality services with a culture of teamwork. Interested? Read more about the day-to-day responsibilities of our Senior Lifestyle Associate below
Job Description:
We are seeking an exceptional individual to serve as a Senior Lifestyle Associate within Trove's Family Office Division. The Lifestyle Senior Associate will provide household management, payroll and outsourced HR administration, insurance administration, and concierge services for our clients.
Responsibilities:
The Senior Lifestyle Associate will work with the other members of the Lifestyle team, members of the financial team and the clients directly to ensure the following tasks are completed:
Sr. Director of Lifestyle Management
Location:
This position is located in our Bryn Mawr, PA office, with the ability to work remotely up to 2 days per week after a 120-day training and onboarding period.
Compensation & Benefits:
Trove offers an outstanding compensation package where you will be rewarded for your experience and recognized for the value you bring to our team of professionals. Our packages also include discretionary bonus targets, generous retirement plan company matching, medical and dental benefit options and more We offer specialized educational courses and seminars, company events, and community service events.
Equal Opportunity Employer:
Trove is an equal opportunity employer. Qualified applicants are considered for employment without regard to age, race, color, sex, marital status, religion, creed, ancestry, national or ethnic origin, physical or mental disabilities (as defined in the Americans with Disabilities Act), sexual orientation, or gender identity.
