We are seeking a Manager of Family Office Services who will assist our Vice President in providing exceptional support, guidance, and personalized solutions to our family members. This newly created position is a wonderful opportunity for a candidate who possesses a strong background in client services with proven success in concierge service environments and executive/personal assistant experience supporting executives in wealth management or family office industries. Emphasizing confidentiality, this role requires a high-level of discretion and trustworthiness.
Oversee and manage all aspects of family office services, including concierge services, estate planning, financial and investment inquiries, education, and administrative support.
Serve as a primary contact for family members, building strong relationships and understanding of their unique needs and preferences. Handle inquiries with professionalism and discretion.
Coordinate with internal departments and external partners/vendors to ensure seamless delivery of services and timely resolutions to family inquiries and requests.
Work with VP in developing and implementing strategies to enhance the efficiency and effectiveness of family office operations.
Maintain absolute discretion in handling sensitive company and family information and confidential matters. Uphold the highest level of integrity when dealing with privileged and proprietary data.
Prepare reports, presentations and other materials for family members and senior management as requested.
Stay abreast of family office trends and best practices to ensure the highest level of service to our clients.
Assist in the management of special projects and initiatives.
Qualifications:
Bachelor's degree required.
Minimum of 5 years in a management client services position in a high-level concierge services environment.
Minimum of 5 years executive/personal assistant experience supporting executive management.
Prior experience supporting senior executives in private equity, hedge funds, real estate funds, or other financial companies is highly beneficial.
Demonstrated high integrity and discretion in handling sensitive information and maintaining client confidentiality.
Service-oriented mindset with a commitment to exceeding client expectations and delivering personalized solutions.
Outstanding communication skills, both written and verbal, with the ability to interact proficiently with clients and colleagues at all levels.
Exceptional organizational and multitasking skills, with the ability to prioritize tasks, adapt to changing priorities and meet deadlines in a fast-paced environment.
Poise, professionalism, and good judgement.
Team player, positive energy, detail oriented.
Knowledge of wealth management principles, investment products and financial planning concepts is a plus.
Advanced knowledge MS Office Suite. Experience with InDesign or other graphic design software is a plus.
This is a unique opportunity to contribute to the success of a family office, working closely with the Family and Executives, managing sophisticated matters with the utmost confidentiality. If you are a service-minded individual, possess the required skills and are committed to excellence, we invite you to apply for this key role.
MRB Enterprises is a private real estate and investment firm on the Peninsula overseeing investments and family services on behalf of a prominent family that has been part of the Bay Area for the past one hundred years.
MRBE is an equal opportunity employer. All qualified applicants will receive equal consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status or any other legally protected category in accordance with applicable law.