What are the responsibilities and job description for the Family Office Assistant position at 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)
