What are the responsibilities and job description for the Lifestyle Service Associate position at MaestroFS?
Job Description
Job Description
Company Overview- Maestro Financial Solutions has rebranded as Trove. Check out trove.net for more information.
Trove is an administrative financial services company that understands the complex needs of high-net-worth individuals, families and / or their organizations. Trove delivers an array of bespoke, day-to-day, financial solutions to the families and engagements it serves along with providing a Lifestyle division to provide household management, insurance admin, and concierge services for Maestro clients as well. We have 5 office locations; Boston, MA, New York City, NY, Philadelphia, PA, Salt Lake City, UT, & Stamford, CT. Through continued growth we have become the leading independent multi-family office in North America! At Maestro we are dedicated to building centers of excellence with a trusted, innovative, and expert team to support our families and engagements. We look for talented people who are motivated, curious, collaborative, and have a passion for delivering the highest quality services with a culture of teamwork
Job Overview
Trove is seeking a qualified individual for the position of Lifestyle Service Associate to provide household management, insurance administration, travel management and concierge services for Trove clients and to provide corporate administrative support. This position is eligible to work out of any of our Maestro locations and will be a hybrid role.
Responsibilities
Coordinate and schedule household vendor appointments and manage follow up as necessary. Occasionally attend vendor appointments at client homes.
Manage household vendor schedules and maintenance calendars for client homes and update throughout the year. Put together household manuals and be the liaison with client’s onsite staff.
Conduct vendor due diligence and research service providers in a particular field. Visit client homes to pick up, administer client’s mail and action on any items that come in.
Property and Casualty insurance administration. Communicate with client’s insurance agents to update policies on cars, homes, boats, valuable articles, etc. Maintain electronic insurance files.
Perform health insurance research and cost analysis, including Medicare and individual health insurance enrollment. Submit medical expenses for reimbursement. Research concierge medical providers and travel insurance options.
Assist with domestic staff management. Responsibilities may include formulating job descriptions, searching for candidates, interviews, benefits research, and payroll set up as well as ongoing payroll administration.
Perform client research and analysis for requests such as; car purchases, vacation options, appliance brands, venues for events, etc.
Maintain paper and electronic files for clients.
Season ticket management. Procure tickets to a variety of events.
Travel planning and appointment scheduling.
Responsibilities may include private aviation analysis, booking flights and coordinating transportation.
General administrative duties, including binding, copying, scanning, and faxing, FedEx. Offer administrative assistance to other client teams and assist with corporate or client projects as needed.
Display excellent client service with high level communication with internal stakeholders and external stakeholders such as clients and vendors.
Job Requirements & Qualifications
High School Diploma. Bachelor’s or Associate’s Degree preferred.
Prior experience with insurance, household management or administrative experience preferred, not required.
Computer literacy is required, including proficiency in the use of all Microsoft Office programs and internet research.
Self-starter with the ability to work independently and demonstrate initiative to learn new skills and tackle a wide variety of client requests with enthusiasm. Willing to put in the extra time needed to master new skills.
Ability to transfer skills and insight learned from one project to another.
Ability to manage not only themselves, but others, meaning vendors, or domestic staff that clients employ.
Strong attention to detail and accuracy.
Ability to interact with clients and vendors in a professional manner and with confidence.
Adhere to high confidentiality and fiduciary standards.
Ability to organize, prioritize, and execute successfully in a fast-paced environment. Follow-through on all deadlines and commitments.
Desire to participate in and contribute to the growth of a small company.
Must live within a commutable distance of office location and have transportation to get you to and from the office location.
Compensation & Benefits
Trove offers an outstanding compensation package where you will be rewarded for your experience and recognized for the value you bring to our team of professionals. Our packages also include discretionary bonus targets, generous retirement plan company matching, medical and dental benefit options and more! We offer specialized educational courses and seminars, company events, and community service events.
Equal Opportunity Employer
Trove is an equal opportunity employer. Qualified applicants are considered for employment without regard to age, race, color, sex, marital status, religion, creed, ancestry, national or ethnic origin, physical or mental disabilities (as defined in the Americans with Disabilities Act), sexual orientation, or gender identity.
