- Oversee and manage all aspects of family office services, including concierge services, estate planning, financial and investment inquiries, education, and administrative support.
- Serve as a primary contact for family members, building strong relationships and understanding of their unique needs and preferences. Handle inquiries with professionalism and discretion.
- Coordinate with internal departments and external partners/vendors to ensure seamless delivery of services and timely resolutions to family inquiries and requests.
- Work with VP in developing and implementing strategies to enhance the efficiency and effectiveness of family office operations.
- Maintain absolute discretion in handling sensitive company and family information and confidential matters. Uphold the highest level of integrity when dealing with privileged and proprietary data.
- Prepare reports, presentations and other materials for family members and senior management as requested.
- Stay abreast of family office trends and best practices to ensure the highest level of service to our clients.
- Assist in the management of special projects and initiatives.
- Bachelor's degree required.
- Minimum of 5 years in a management client services position in a high-level concierge services environment.
- Minimum of 5 years executive/personal assistant experience supporting executive management.
- Prior experience supporting senior executives in private equity, hedge funds, real estate funds, or other financial companies is highly beneficial.
- Demonstrated high integrity and discretion in handling sensitive information and maintaining client confidentiality.
- Service-oriented mindset with a commitment to exceeding client expectations and delivering personalized solutions.
- Outstanding communication skills, both written and verbal, with the ability to interact proficiently with clients and colleagues at all levels.
- Exceptional organizational and multitasking skills, with the ability to prioritize tasks, adapt to changing priorities and meet deadlines in a fast-paced environment.
- Poise, professionalism, and good judgement.
- Team player, positive energy, detail oriented.
- Knowledge of wealth management principles, investment products and financial planning concepts is a plus.
- Advanced knowledge MS Office Suite. Experience with InDesign or other graphic design software is a plus.
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Office Services Associate
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Ep Wealth Advisors Admin Llc Redwood City, United StatesEP Wealth Advisors (EPWA) is a wealth management advisory firm with over $21 billion in AUM as of December 31st, 2023, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance t ...
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Customer Service/office Position
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La Petite Baleen Redwood City, United StatesLa Petite Baleen Swim School in Redwood City is hiring a Customer Service/Office staff representative. We are looking for someone to work in our front and back office on: · - Wednesday 1:00-8:15 · - Friday 2:00-8:15 · - Sunday 12-5 · - subbing opportunities · Some of the Responsi ...
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Office Services
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Varlyq Technologies Pvt. Ltd. Mountain View, United States**Title: Office Services / Mailroom Specialist** · **Location: Mountain View, CA 94040** · **Duration: 0-5+ Months (Temp Contract)** · **Hours: 7:30 am to 4:30 pm (Monday to Friday)** · **Pay Rate: $20.00/Hour on W2 (All Inclusive - No Benefits)** · **Must be vaccinated and be ab ...
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Customer Service/office Staff Representative
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La Petite Baleen San Bruno, United StatesLa Petite Baleen Swim School in San Bruno is hiring a Customer Service/Office staff representative. We are looking for someone to work in our front and back office. · Open shifts: · - Friday 2:00 pm - 8:00 pm · - Sunday 8:15 am - 1:15 pm · Some of the Responsibilities include: · ...
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Office Services Associates
2 weeks ago
Wlliams Lea San Francisco, United StatesWilliams Lea is hiring for an Office Services Associate for our San Francisco office to work Monday to Friday 9:00 am to 6:00 pm · Pay: $20.00/hour · **Benefits**: · - Various health insurance options & wellness plans (Medical, Dental, Vision, Prescription Drug) · - 401k Retireme ...
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Assistant, Office Services
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Baker Tilly US, LLP San Francisco, United StatesOverview: · Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and ...
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Office Services Assistant
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Walkup, Melodia, Kelly & Schoenberger San Francisco, United States**Summary**: · This employee's primary job duty is the responsibility for filing all case related documents, including creation and maintenance of client case files. Assist Intake and Records Department. This employee is also responsible for tasks approved by the Office Services ...
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Office Services Clerk
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Lewis Brisbois Walnut Creek, United StatesOverview: · The Walnut Creek office is seeking an office services clerk with legal experience. The primary responsibilities of this position include performing operational and hospitality duties under general supervision and will be responsible for copying, scanning, production o ...
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Office Services Associate
1 day ago
Complete Management Solutions San Francisco, United States**Overview** · Complete Management Solutions (CMS) is a provider of integrated workplace solutions. These services include, but are not limited to document services, mail services & reception services. At CMS we aim to deliver exceptional client experiences keeping our clients wo ...
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Client Service Officer I
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United Business Bank Oakland, United StatesJoin a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our ...
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Sheriff's Protective Services Officer
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The County of Santa Clara San Jose, United States**Salary** · - $68, $82,817.28 Annually**Location** · - San Jose Metropolitan Area, CA**Job Type** · - Full-Time**Job Number** · - 24-U9Z-A**Department** · - Sheriff Services**Opening Date** · - 05/16/2024**Closing Date** · - 6/16/2024 11:59 PM Pacific**Bargaining Unit** · - 01** ...
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Legal Office Services Supervisor
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County of San Mateo California San Mateo County, United StatesThe County of San Mateo Probation Department is seeking motivated candidates for Legal Office Services Supervisor The Position: Legal Office Services Supervisors oversee legal support functions in a wide range of areas including but not limited to P Supervisor, Legal, Office, Sup ...
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Office Assistant Reception and Gate Service
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Cascade Enterprises Republic, PA, United States FreelanceWe, elka - Holzwerke GmbH, are a forward-thinking, medium-sized family business with approximately 200 employees located in Rheinland-Pfalz, Republic, PA. We produce a unique and sustainable range of sawn timber and low-emission wood-based materials for the European market. Our g ...
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Public Authority Payroll/personnel Services
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County of San Mateo San Mateo, United StatesSan Mateo County Health is seeking well-qualified individuals for the position of **Public Authority Payroll/Personnel Services Specialist. The current vacancy is in the Public Authority (this is not a County position**). The positions are currently located in San Mateo, CA. · Th ...
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Legal Assistant
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Chauvel & Glatt, LLP San Mateo, United StatesDaily responsibilities will be clerical support to attorneys and the office manager: · - Answering telephones and opening mail; · - Maintaining and creating client files; · - Assist with scanning, copying, communications with clients, mail, and more; · - Court filings; · - Day-to ...
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Administrative Assistant I
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Administrative Services Manager I
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Family Medicine Physician
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One Medical San Mateo, United States Full timeAbout Us · One Medical is a primary care solution challenging the industry status quo by making quality care more affordable, accessible and enjoyable. But this isn't your average doctor's office. We're on a mission to transform healthcare, which means improving the experience fo ...
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Front Office Assistant
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Park Place Dental San Mateo, United StatesThere's nothing we love more than providing comprehensive, local dental care to our Peninsula neighbors and friends. San Matean smiles are like little, pearly badges of honor for us. Our San Mateo dental team works with patients of all ages to tailor a dental hygiene roadmap for ...
Manager, Family Office Services - San Mateo, United States - MRB Enterprises, LLC
Description
We are seeking a Manager of Family Office Services who will assist our Vice President in providing exceptional support, guidance, and personalized solutions to our family members. This newly created position is a wonderful opportunity for a candidate who possesses a strong background in client services with proven success in concierge service environments and executive/personal assistant experience supporting executives in wealth management or family office industries. Emphasizing confidentiality, this role requires a high-level of discretion and trustworthiness.
Qualifications:
This is a unique opportunity to contribute to the success of a family office, working closely with the Family and Executives, managing sophisticated matters with the utmost confidentiality. If you are a service-minded individual, possess the required skills and are committed to excellence, we invite you to apply for this key role.
MRB Enterprises is a private real estate and investment firm on the Peninsula overseeing investments and family services on behalf of a prominent family that has been part of the Bay Area for the past one hundred years.
MRBE is an equal opportunity employer. All qualified applicants will receive equal consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status or any other legally protected category in accordance with applicable law.
Manager, Family Office Services professionals in San Mateo
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Shih-Chieh Ting
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Michele Borovac
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Santanu Biswas
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