Executive Support
● Manage the principal’s calendar, priorities, and daily workflow.
● Coordinate meetings, appointments, and travel arrangements.
● Monitor schedules and proactively remind the principal of upcoming commitments.
● Prepare meeting summaries, action items, and follow-up communications.
● Screen incoming requests and prioritize urgent matters.
● Act as the primary point of coordination for day-to-day executive support.
Research & Decision Support
● Carry out due diligence and information gathering for business initiatives and
investments.
● Solve problems independently by identifying the best available solutions.
● Conduct thorough research on vendors, products, services, and business opportunities.
● Source and compare suppliers, contractors, and specialist service providers.
● Present concise recommendations with pricing, timelines, pros and cons to enable
informed decision-making.
Family Office & Operational Support
● Provide operational support across the family office.
● Coordinate documentation, contracts, and administrative processes.
● Assist with opening financial and trading accounts, ensuring paperwork is completed accurately.
● Maintain organized records and confidential documentation.
● Support operational projects from planning through execution.
Project Management
● Manage multiple projects simultaneously while keeping stakeholders informed.
● Coordinate with vendors, consultants, and external service providers.
● Track deadlines and ensure projects progress on schedule.
● Source highly specialized service providers when required.
Personal Assistance
● Coordinate travel, dining reservations, appointments, and lifestyle requests.
● Research and secure difficult-to-obtain reservations, services, or experiences.
● Handle personal errands and administrative tasks with professionalism and discretion.
● Anticipate personal needs and proactively provide solutions.
Market & Trading Support
● Monitor pre-defined market alerts and notify the principal immediately when action may be required.
● Follow established procedures regarding trading thresholds and priority notifications.
● Escalate urgent matters until they receive a response.
● Support administrative requirements related to investment activities.