What are the responsibilities and job description for the Family Office Assistant position at THE WITTERN GROUP INC?
- Provide administrative and other support to the family office operations, the family principals as well as to the wider family when necessary
- Act as a gatekeeper to the principals, protecting their time, information and exposure
- Prepare sophisticated agendas, documentation and minutes/records of meetings as required
- Carry out extensive and ever-changing calendar management
- Coordinate meetings and calls, often over several time zones
- Arrange travel including flights, ground transportation, lodging, dining and other activities
- Oversee the maintenance and refurbishment of all properties across multiple locations
- Carry out research for the principals and family members
- Manage ad-hoc projects as and when required by the family
- Maintain philanthropic and other gift records
- Maintain strict confidentiality and discretion with all matters relating to personal and office related matters
- Manage cross-unit projects, system enhancement testing, and billing inquiries while maintaining thorough documentation of processes and procedures
- Reconcile, validate, and assess monthly billing data inputs and outputs to identify process gaps and missed revenue
Critical Soft Skills
- Excellent written and verbal communication skills to effectively interact with internal teams, clients, and vendors
- Elevated level of attention to details and strong organizational skills to manage billing processes accurately and efficiently
- Ability to troubleshoot issues, make decisions independently, and address unique process exceptions effectively
- Capability to work in a demanding environment, prioritize tasks, and meet deadlines consistently
- Commitment to managing sensitive financial information with discretion and maintaining integrity in all aspects of work
- Flexibility to adapt to changing business needs, priorities, and technological advancements in billing systems and processes
- Experience with billing process workflow required
- Experience in managing and resolving billing inquiries and disputes required
- Experience managing complex billing scenarios required
- Proficient in Microsoft Office Suite, especially Excel (i.e., Vlookup, Hlookup, Pivot tables, Sumif, filter, sort, and conditional formatting)
