Executive Assistant duties are to support the OCEO in the day-to-day operations of holdings/family office and streamline processes. This role combines administrative excellence with operational and financial insight, ensuring smooth and efficient support to the executive leadership.

Executive and Operational Support

• Coordinate and monitor project across subsidiaries and investments
• Coordinate and monitor personal financial matters, including cash flow tracking, insurance renewals, tax filings and investment summaries
• Maintain comprehensive records of family assets, real estate, trusts, and corporate structures.
• Organize and maintain confidential documentation, including wills, trusts, and succession plans.
• Liaise with service providers, legal counsel, bankers and internal teams to facilitate business activities.
• Coordinate internal and external communications to ensure brand consistency and timely response
• Continuously improve administrative process and workflows for efficiency.
• Provide support to board members and senior executives as directed by the CEO.

Finance and Account Support

• Assist in preparation of financial reports, budget and expense tracking
• Supports the preparation of investment summaries, financial dashboards, and reports for executive review
• Coordinate with accounting team for reconciliation, audits and document submission
• Review financial documents for accuracy before executive approval
• Help manage cash flow tracking, bank liaison and financial records maintenance.

Family Office Operations

• Manage and coordinate personal and corporate related matters, ensuring its seamless handling such as but not limited to scheduling, vendor management and asset maintenance.
• Support philanthropy initiatives, including documentation, donor communications and project tracking
• Oversee and manager special projects, asset records, and trust related documentation.
• Ensure timely compliance with regulatory filling, tax obligations and other reporting obligations
• Prepare correspondence, reports, and presentations on family office matters.
• Schedule, coordinate and track development pathways for heirs ensuring alignment with family governance and succession plan.

• Bachelor's degree in Accounting, Finance, Business Administration, or related field
• Prior experience in holdings company or family office environment is preferred.
• Basic knowledge in Microsoft Office Suite
• Exceptional Organizational, Problem Solving and Multi-tasking abilities
• Excellent communication and interpersonal skills