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Family office operations assistant – milan

Pavia
Oplu (formerly Chace People)
Pubblicato il 13 settembre
Descrizione

PFamily Office Operations Assistant – Milan /pulliLocation: Milan, Italy (Hybrid: Mon–Thu office, Fri remote after probation) /liliReports to: Family Office Director (London) /liliTeam: Project Operations Manager (London) /liliClients: Based in Milan, taking instructions from them directly as well. /li /ulpAbout the Role /ppWe are seeking a Family Office Operations Assistant to join a highly regarded HNW/UHNW Family Office in Milan. This role is pivotal to the seamless running of the office and its projects, supporting both finance and administrative functions across multiple areas including Back Office Operations, Estate Management, Finance Support, and Private Client Services. /ppThe position requires strong numerical skills, attention to detail, and previous exposure to the Family Office environment. You will work closely with the Family Office Director and Project Operations Manager, while liaising directly with principals and clients. /ppCandidate Profile /ppEssential Skills Experience /pulliProven experience in a Family Office, Private Office, or UHNW environment /liliStrong numerical skills and financial acumen /liliAdvanced Excel and reporting skills /liliIT and tech-savvy, with ability to troubleshoot basic IT issues /liliSkilled in minute-taking and document preparation /liliFamiliar with Mac OS and G-Suite (Gmail, Google Docs, Sheets, Drive) /liliFluent in English; Spanish or Italian a strong advantage /liliExcellent written and verbal communication skills /li /ulpSoft Skills /pulliHighly proactive and a self-starter with a hands-on approach /liliAble to prioritise tasks logically and manage competing deadlines /liliCalm and reliable under pressure /liliTeam-oriented, with excellent interpersonal skills /liliPositive, resourceful, and adaptable to changing priorities /li /ulpKey Responsibilities /ppFinance Accounting Support /pulliData entry and preparation of regular financial reports /liliRetrieve, upload, and manage financial data for reporting purposes /liliIssue and track invoices /liliMonitor reimbursements and submit claims on behalf of clients /liliCategorise expenses and oversee monthly reconciliations /liliOrganise and execute weekly payment runs /liliDraft, input, and execute payments upon instruction /liliAssist with stock trading execution upon request /liliSupport ad-hoc financial projects /li /ulpPrivate Client Desk /pulliInput and maintain personal data records /liliProvide administrative support as required /liliSubmit and track health insurance claims /liliSupport calendar and diary management /liliRespond to ad-hoc personal and professional requests /li /ulpEstate Household Management /pulliMaintain supplier and contractor records /liliManage contracts and update the Property Registry /liliAssist with special household and estate projects /li /ulpGeneral Operations Back Office Management /pulliMaintain Family Office document storage and filing systems /liliSupport inventory and asset management /liliUpdate and manage the contact database /liliProvide support across the Family Office to ensure smooth day-to-day operations /li /ulpWhy Join /ppThis is a rare opportunity to work at the heart of a prestigious Family Office in Milan. You will gain broad exposure across finance, private client services, estate management, and back-office operations, working directly with principals and senior leaders. /p

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