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Administrative Coordinator

1 month ago


Tampa FL USA, United States One of Us Full time
Job Title: Administrative Coordinator

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.
Qualifications and Requirements:
  • 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.
Benefits:
  • 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.