Strategic Administrative Partner

2 weeks ago

Makati City, National Capital Region, Philippines beBeeAdministrative Full time ₱18,000 - ₱25,000
Executive Assistant Role Overview

This is a senior-level administrative position that supports the executive leadership by providing operational and financial expertise, ensuring seamless support.

  • Coordinate and monitor projects across various subsidiaries and investments.
  • Monitor personal financial matters, including cash flow tracking, insurance renewals, tax filings, and investment summaries.
  • Manage 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.
Administrative Support
  • 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.
Family Office Operations Management
  • 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 is required. Prior experience in holdings company or family office environment is preferred.

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