Office Assistant

5 days ago

Manila, National Capital Region, Philippines Elev8 Holdings, Inc. Full time ₱1,200,000 - ₱2,400,000 per year

JOB SUMMARY

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.

DUTIES, RESPONSBILITIES & OUTPUTS

Executive and Operational Support

  • Coordinate and monitor project 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.
  • Liase 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 process and workflows for effieciency.
  • Provide support to board members and senior executives as directed by the CEO.

Finance and Account Support

  • Assist in preparation of financial reports, budget and expense tracking
  • Supports 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

  • Manage and coordinate personal and corporate related matters, ensuring its seamless handling such as but not limited to scheduling, vendor management and asset maintenance.
  • Support philanthropy initiatives, including documentation, donor communications and project tracking
  • Oversee and manager special projects, asset records, and trust related documentation.
  • Ensure timely compliance with regulatory filling, tax obligations and other reporting obligations
  • Prepare correspondence, reports, and presentations on family office matters.
  • Schedule, coordinate and track development pathways for heirs ensuring alignment with family governance and succession plan.

Qualification and Requirements

  • 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
  • Exceptional Organizational, Problem Solving and Multi-tasking abilities
  • Excellent communication and interpersonal skills

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