Senior Associate, Family Office

Join a team that values your ambition and empowers your growth

Overview

Responsibilities

• Providing day-to-day support to Client through Concierge & Personal Assistant services
• Carrying out personal, ad-hoc errands, including navigating items between Client's Home (Upper West Side) and Client’s Office (Midtown) as well as Corient Office (Midtown) as needed
• Researching information and creating comprehensive summaries of findings and analyses to suggest potential next steps
• Preparing documents, routine correspondences and presentations
• Assisting with Medical and Health related paperwork and scheduling
• Helping troubleshoot client IT-related issues and guiding client through step-by-step instructions in managing device-related issues
• Liaising between Client and workers in Client home, tracking all work conducted in a log as well as supervising projects. Developing and managing vendor relationships. Assisting with all documentation for workers to be approved by building management
• Maintaining various documentation and logs for Client such as: Subscriptions, Car Services, Expenses, Site Work, etc.
• Coordinating the ordering and delivery of items through various modes of delivery (certified mail, FedEx, etc.) and tracking/reporting on progress
• Executing logistics for personal vacations and travel including flights, hotels, ground transportation, transfers, etc. and providing a detailed itinerary for the Client, when requested
• Lead and manage special projects as direct by the Client or your Manager. Monitor progress, prepare updates and report on project status
• Implementing and managing efficient administrative processes and systems
• Other duties as assigned

Qualifications & Requirements

• Ideal candidate will have 7-10 years of experience working as an executive personal assistant with high level executive and/or high net worth individual
• Ability to manage multiple priorities, maintain complete confidentiality, work with many stakeholders, and thrive in a fast-paced, results-driven environment
• Attention to detail, flexibility, and strong written and oral communication skills are a must
• Positive and collaborative attitude, highly reliable, responsible and responsive
• Ability to pro-actively anticipate needs, troubleshoot, and solve problems
• Superior judgment, discretion, and ability to protect confidential information
• Ability and desire to build strong relationships with team and internal and external contacts
• Advanced technology and computer skills, including excellent ability to troubleshoot, diagnose, and solve device-related problems, either remotely or in person
• Advanced proficiency with the MS Windows Operating System and Microsoft Office 365 (Excel, PowerPoint, Outlook, Word, OneDrive) and Adobe Acrobat
• Must be comfortable working in a high pressure fast paced environment
• Flexibility to work extended hours and weekends as circumstances dictate
• Flexibility to work at multiple locations if necessary
• Ability to effectively manage/coordinate simultaneous projects, and successfully prioritize and multi-tasks with sound judgment; understands urgency
• Bachelor's Degree Preferred

Competencies listing for Job Family

• Accessibility
• Communication
• Coordination
• Follow Through
• Proactive
• Service

Pay Information 

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
• This position may require the ability to lift up to 15 pounds.
• This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
• Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us

• 401(k) Plan with Employer Matching 
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance 
• Employer paid Short-term & Long-term Disability  
• Paid Maternity & Parental Leave 
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA 
• Commuter & Transit FSA 
• Corporate Discount Program - Perkspot 
• Training Reimbursement  
• Paid Professional Designations  
• Giving back to the community - Volunteer days