Family Office Assistant (Fort St. John, Bc) - $65,000 - $75,000 A Year (Winnipeg)

Family Office Assistant (Fort St. John, Bc) - $65,000 - $75,000 A Year (Winnipeg)

28 Aug
|
Surerus
|
Winnipeg

28 Aug

Surerus

Winnipeg

Family Office Assistant (Fort St. John, BC)The Family Office Assistant supports the Family Office Manager, Family Advisory Council (FAC), and Surerus Board of Directors (BoD). This role ensures seamless operations by managing high-level administrative tasks, coordinating complex logistics, maintaining confidential communications across governing bodies, and ensuring overall organization within the Family Office.Key ResponsibilitiesProvide a high-level of confidential support for the FO Manager and Board ChairCoordinate all aspects of FAC and Board meetings, including venue booking, catering, and materials.Organize seminars, workshops, and special events for the FAC and Board members.Manage complex calendars and travel itineraries (flights, hotels, transport) for the FO Manager, Board Chair, and Council membersLiaise with Executive Assistants to align schedules of SMJV and Surerus ExecutivesOrganize FAC members travel itineraries for meeting attendance, including hotels, flights, and rental carsPrepare, edit, and distribute high-quality agendas, presentations, audit findings, action logs, and confidential correspondenceAttend meetings to record minutes and track action itemsConduct research and data analysis to produce reportsEstablish and maintain secure physical and digital filing systems, ensuring strict confidentialityFoster team-oriented professional relationships between ownership, management, staff, and the various committeesAssist with special projects and general administrative tasks as requiredNote:



In addition to these duties personnel are required to carry out such other duties as may be reasonably required in order to support the objectives of the company.Position RequirementsQualificationsPost-Secondary Certificate or Diploma in Business Administration or relevant experienceExperienceMinimum 3 - 5 years’ experience providing executive level supportSkills and KnowledgeMust be able to communicate effectively with Executive leadersAbility to maintain confidential informationProficiency with MS Office (strong in Excel and Word), payroll software, and other systemsStrong interpersonal and communication skillsDetail oriented, analytical, organized and robust work ethicSelf-motivated, results driven, able to work well under time constraints and meet deadlinesExcellent verbal and written communication skills are essential as well as a strong desire to learn and the ability to work well within a teamAbility to develop and facilitate trustworthy partnerships.Self-starter, with strong problem-solving skills and adaptability.High level of professionalism and integrityPrior working knowledge of management systems and their maintenance would be an assetWorking ConditionsThis position is based at our Fort St John office with a 5-day work week, 8-hour days.Reporting RelationshipsThe Family Office Assistant reports directly to the Family Office Manager.Compensation PackageThe expected salary range for this position is $65,000 - $75,000 annually. We will consider factors including previous experience, education, skills, and internal equity when determining placement within this range. In addition, we provide a discretionary annual bonus, comprehensive advantages package including extended health, dental, life and disability insurance, RRSP matching, and paid time off.#J-18808-Ljbffr

📌 Family Office Assistant (Fort St. John, Bc) - $65,000 - $75,000 A Year (Winnipeg)
🏢 Surerus
📍 Winnipeg

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