Family Office Assistant

KALESO is recognized as a premier multi-family office representing families, their affiliated structures, and their family offices.

We are looking for a motivated Assistant (80%-100%)

Responsibilities and duties:

• General administrative activities related with the branch (reception, answering calls, mail management, etc.)
• Managing supplier invoices
• Assisting Senior Administrators, Managers and Directors on day-to-day administration of structures
• Establish and maintain required internal documentation, files, and records
• Interact and provide administrative support to Relationship Manager, Management, Compliance and various intermediaries

Qualifications and skills:

• Minimum of 2-3 years of working experience in a Fiduciary, a bank or in a family office
• Fluent in Business English and a good level of spoken and written French
• Basic accounting skills and knowledge

Interpersonal skills:

• Trustworthy and ability to maintain strict confidentiality
• Ability to work independently and follow through on assignments with limited direction
• Strong time and project management skills, ability to prioritize, meet short deadlines and be punctual
• Highly motivated and team oriented
• Computer proficient and ability to use Microsoft Office and other software programs

Education / Certification / Licenses:

• CFC Commercial or equivalent
• Willing to study STEP Foundation/Diploma

Availability:

• Immediately or to be discussed