Looking for career opportunities within a midsized boutique organization? Join Our Client! Our Client is a midsized boutique organization specialized in fiduciary services, administration and other financial services on behalf of multinational companies, private equity and real estate firms, private investors and/or their advisors. A vacancy has arisen within their office in the vicinity of Zug and they are looking for a talented, motivated, social and pro-active ASSISTANT PRIVATE CLIENTS WITH PERSONAL MATTERS / FAMILY OFFICE
- Supporting the clients in all aspects of a busy and involved calendar.
- Overseeing their personal agenda checking all private meetings and co-ordinating with the office on business meetings.
- International travel and checking on all latest Covid requirements.
- Dealing with commercial and private transport, accommodation, transfers, currency, insurance, visas & VIP travel.
- Arranging family and business travel and itineraries / accommodations and happy to be flexible outside of hours when required.
- Liaising with all contacts when required, scheduling appointments, board meetings and private meetings.
- Dealing with all private payments and insurance policies.
- Dealing with household staff & recruitment of.
- Reconciliation expenses and assets.
- Checking all payments on credit cards.
- Managing personal bank account and reconciliation.
- Day to day appointments for the family i.e. doctors, dentists etc.
- Sourcing tickets for events of a high level.
- Handling post and calls.
- Personal admin and sourcing of gifts and unusual items.
- Discretion and confidentiality is key.
- Happy to support the clients out of hours especially when in different time zones and working around his work hours.
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A high level of modern tech is required and modern methods of communication including Zoom etc.
- A high level of written and spoken English and wanting to learn and grow in the role
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Some support to the trustees team when the clients abroad will be required (both in the office and remote) training will be given if required.
- Helpful and supportive team who will assist you to succeed and grow in the role