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The Ideal Characteristics for Your Family Office Assistant Hire

Your family office is a busy place and hiring a skilled, dedicated family office assistant provides precision, efficiency, and focus, so both your personal and professional worlds work in unison.

What does a family office assistant do?

There are many shifting priorities and duties on any given day that ensure the operations of your family office go according to plan. So, envision a supportive person who works behind the scenes to keep everything running smoothly.

This experienced professional brings structure and seamless organization to each interaction and task. Your family office assistant is the heartbeat of your thriving team and can adeptly juggle a diverse set of tasks and responsibilities.

What are the characteristics of an adept family office assistant?

Whether it’s answering phones, staying on top of incoming emails and responses, organizing financial documents or expense tracking, mail or other filing, or scheduling appointments or travel plans, a family office assistant loves details and excels in multi-tasking.

Outstanding Communication Skills

Your family office assistant is often the voice of your office for both your internal team and the outside world. They connect the various departments and navigate the inner workings of your family office, facilitate communication with staff and external contacts, and ensure everyone in the office is informed and kept up to date.

Clear communication skills are vital for this role, as it requires speaking with people at all levels and functions of the office and beyond.

Flexibility

There are no two days that are the same at a family office and because this environment is often fast-moving and dynamic, your assistant should be flexible and adaptable. There may be challenges that arise that need quick action or attention.

So, the candidate must be able to handle what comes their way and adjust to whatever shifting needs there are. In short, your assistant should be able to think quickly and handle demands with accuracy, confidence, and efficiency.

Specialized Training

While not every family office requires this, some offices could benefit from hiring a family office assistant with specialized skills. Our team at Household Staffing is experienced in placing assistants who have concentrated skills or training – such as legal, financial, or bi-lingual capabilities.

Others may require degrees or certifications in technology, software, or other business functions that ensure your office has the best, most highly efficient individual to oversee the administrative duties that keep your office running.

Meticulous Work

Family office assistants need to be extremely detail oriented. This employee will have access to sensitive documents, financial records, tax paperwork, complex itineraries for travel or events, and much more. That means they will need to be well-organized, and precise in their record-keeping, planning and data tracking, so your operations continue to flow smoothly.

Ready to Hire?

If your family office is growing and could benefit from the expertise of a high caliber family office assistant, we can help!

You can rely on our nearly three decades in the staffing industry, where we have placed thousands of highly trained and specialized individuals in homes and offices around the country.

Our team at Household Staffing recognizes that each family office is different, and we work closely with you to develop a comprehensive job listing that includes all roles and responsibilities for your hire. This listing is published on our extensive network of candidate recruitment job boards, ensuring your job attracts the most experienced professionals in your area.

Upon application, we personally review each candidate before we introduce them to you and confirm that their capabilities meet or exceed your conditions and requirements. Our detailed and personalized process helps us to get to know the culture and needs of your family office, ensuring we have a good understanding of who will fit best.

Contact us today to get started on the hiring and interview process. We look forward to working with you!

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