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Personal Assistant - Family Office

Ur-Capital
Full-time
On-site
Lugano, Switzerland

Job Description

 

Primarily to provide executive assistance to the Principal / COO of a single family office.

 

Duties are broad and with varying degrees of complexity. There will be regular contact / communication with the office team and other executive assistants.

 

Information is of a confidential nature requiring discretion. Flexibility is very important.

 

Background/context:

The family office has been based in Naters since 1972. It is a small privately run office which administers investments across a variety of asset classes (Private Equity, Debt, Equity, FX, Hedge Funds and Real Estate) with exposure in numerous countries globally.

 

The office in Milan is currently being set-up and will provide global support to the family but also local support to an Italian Real Estate company.

 

Key Responsibilities:

  • Organising meetings; receiving guests and making necessary arrangements
  • Payment and recording of office invoices
  • Photocopying, printing and faxing material
  • Handling all correspondence (telephone / email / post)
  • Making travel arrangements and preparing detailed travel itineraries (often complex)
  • Preparation of travel expenses and reconciliation of credit card statements
  • Maintaining the current filing and database system, and looking for ways to improve current systems
  • Handling confidential company information
  • Assist and cover for other staff when required
  • Monitor and ensure implementation of company policy

Assist in the management of household staff at a number of properties (Italy/Swiss based)

 

Development Value:

  • Exposure to a complex and unique environment

Training, support and guidance will be provided on an on-going basis

 

Knowledge/Experience:

  • Role would suit those who have experience in dealing with seniors at board / CEO level
  • Accounting / bookkeeping experience helpful
  • Paralegal / documentation background helpful
  • Ability to handle multiple tasks

Ability to work under pressure

 

Qualifications:

  • Degree preferred
  • Italian and English (oral and written)

French / German beneficial (not essential)

 

Skills / Competencies:

  • Proven IT skills (MS Office products, including Lotus Notes/Outlook, Word, Excel, PowerPoint)
  • Strong interpersonal skills
  • Great verbal / written communication skills
  • Excellent time management skills
  • Well-developed organisational skills
  • Attention to detail
  • Enthusiasm, initiative and willingness to learn new skills and be adaptable with a degree of self confidence
  • Professional discretion / judgement