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Administrative Coordinator
1 month ago
Location: Tampa, Florida
Company Overview: One of Us is a multi-family office dedicated to managing the financial, legal, and administrative affairs of our clients with the utmost professionalism and discretion.
Position Overview:We are seeking a highly organized, detail-oriented Administrative Coordinator to support the daily operations and assist the leadership of our family office.
Key Responsibilities:- Communication & Coordination:
- Serve as the primary liaison between the family office and external parties, including attorneys, accountants, and executive staff of closely held businesses.
- Filter and prioritize communications within the organization to ensure streamlined and efficient communication flow.
- Coordinate and manage the execution of various projects by tracking and following up on action items, deadlines, and information request and delivery.
- Document & Information Management:
- Manage and maintain organized records and documentation for all family office clients.
- Ensure all documents are properly filed, updated, and easily accessible.
- Uphold confidentiality and security of all sensitive information.
- Meeting Preparation & Follow-up:
- Prepare meeting agendas and materials, take detailed notes, and draft summaries.
- Distribute meeting materials to relevant parties in a timely manner.
- Track action items and ensure follow-through on deadlines.
- Follow up on meeting outcomes to ensure timely completion of action items.
- Administrative Support:
- Handle incoming calls, emails, and correspondence professionally and promptly.
- Prepare reports, presentations, and other documents as required.
- Coordinate and schedule meetings, appointments, and events.
- Assist in travel arrangements and itinerary planning for executives.
- Office Management:
- Oversee office supplies inventory and place orders when necessary.
- Ensure the office environment is clean, organized, and conducive to productivity.
- Coordinate with vendors and service providers as needed.
- Financial Administrative Tasks:
- Assist with basic accounting tasks such as invoice processing and expense tracking.
- Collaborate with the finance team to support budgeting and financial reporting activities.
- Project Assistance:
- Support special projects and initiatives, ensuring they are completed on time.
- Conduct research and compile data to aid decision-making processes.
- Education:
- Bachelor's degree in Business Administration, Finance, Accounting, or a related field preferred.
- Relevant real-world experience in business, finance, or accounting sectors may substitute for formal education.
- Experience:
- Proven experience in an administrative or coordination role in a fast-paced professional setting.
- Experience working with ultra-high-net-worth individuals and families and an understanding of their general needs is a plus.
- Familiarity with the operations of a family office or financial services environment is a plus.
- Skills:
- Exceptional organizational skills with intense attention to detail.
- Ability to handle sensitive information with discretion and confidentiality.
- Strong professional communication skills, both written and verbal.
- Ability to manage multiple tasks simultaneously and prioritize effectively.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Familiarity with document management systems and scheduling tools.
- Attributes:
- Demonstrates strong cleanliness and maintains an orderly work environment.
- Timely and consistent in executing tasks and meeting deadlines.
- High level of integrity and ability to handle confidential information discreetly.
- Proactive problem-solver with a positive attitude and strong work ethic.
- Competitive salary based on experience.
- Comprehensive health, dental, and vision insurance.
- Paid time off and holidays.
- Opportunities for professional development and growth within the organization.