
Executive Assistant
4 weeks ago
Join to apply for the Executive Assistant role at Elev8 Holdings Inc.
Office Assistant duties are to support the OCEO in the day-to-day operations of holdings/family office and streamline processes. This role combines administrative excellence with operational and financial insight, ensuring smooth and efficient support to the executive leadership.
Responsibilities- Coordinate and monitor projects across subsidiaries and investments
- Coordinate and monitor personal financial matters, including cash flow tracking, insurance renewals, tax filings and investment summaries
- Maintain comprehensive records of family assets, real estate, trusts, and corporate structures
- Organize and maintain confidential documentation, including wills, trusts, and succession plans
- Liaise with service providers, legal counsel, bankers and internal teams to facilitate business activities
- Coordinate internal and external communications to ensure brand consistency and timely response
- Continuously improve administrative processes and workflows for efficiency
- Provide support to board members and senior executives as directed by the CEO
- Assist in preparation of financial reports, budgets and expense tracking
- Support the preparation of investment summaries, financial dashboards, and reports for executive review
- Coordinate with accounting team for reconciliation, audits and document submission
- Review financial documents for accuracy before executive approval
- Help manage cash flow tracking, bank liaison and financial records maintenance
- Manage and coordinate personal and corporate matters, including scheduling, vendor management and asset maintenance
- Support philanthropy initiatives, including documentation, donor communications and project tracking
- Oversee and manage special projects, asset records, and trust-related documentation
- Ensure timely compliance with regulatory filings, tax obligations and other reporting obligations
- Prepare correspondence, reports, and presentations on family office matters
- Schedule, coordinate and track development pathways for heirs in alignment with family governance and succession plans
- Bachelor's degree in Accounting, Finance, Business Administration, or related field
- Prior experience in holdings company or family office environment is preferred
- Basic knowledge in Microsoft Office Suite
- Excellent organizational, problem-solving and multi-tasking abilities
- Excellent communication and interpersonal skills
- Salary range: 18,000 - 25,000
- Seniority level: Entry level
- Employment type: Full-time
- Job function: Administrative
- Industries: Advertising Services
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