A small office in Bloomfield Hills is adding an Administrative Assistant/Executive Assistant to their positive, dynamic team. The group provides family office services to a local prominent family. This is a growth opportunity for a seasoned candidate, in a really nice environment. 

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Responsibilities:

• Provide executive level reception duties - be the "face" of the company. 

• Office supply ordering/restocking.

• Help with logistics for lunches and meetings, including food orders, set-up and  clean-up.

• Assist with making and confirming reservations.

• Help with logistics for fleet of vehicles, service appointments, registrations, certificates of insurance, etc. 

• Credit card management including monthly reconciliations, posting transactions, and preparation of chargebacks. 

• Issue checks from various checking accounts.

• Monthly bank account reconciliations. 

• Prepare, make and record bank deposits. 

• Assist with Filing/Record keeping

• Conduct Research as requested

• Updating LinkedIn and company website as needed

• Prepare handwritten Thank You Notes/Cards

• Provide back-up to CEO’s Executive Assistant as requested

• Track items for annual income/corporate tax filings

• Provide back-up for taking minutes at Board Meetings, then transcribe and circulate

• Assist with planning for hosting visiting partners and guests including arrangements for accommodations, meals, refreshments, meetings, agendas, events, etc.

• Assist with planning for hosting visiting partners and guests including arrangements for accommodations, meals, refreshments, meetings, agendas, events, etc.

• Manage ordering, assembling, and shipping of corporate gifts

• Run errands as requested

• Order, wrap and ship gifts on behalf of CEO/Family as requested

• Update and maintain investor contact information for various entities.

• Screen and handle all incoming phone calls to main office line

• Performs other related duties as assigned.

Qualifications:

• Experience working with executives (3 yrs min).

• Strong communication skills, attention to detail, discretion, and professionalism.

• Organized, hard-working self-starter. 

• Proficient in MS Excel, Word, Outlook and Adobe.