Operations Associate – Temporary

Overview

• Support operational and financial functions for a private family office in a temporary capacity.
• Collaborate with Household and Treasury teams to ensure seamless daily operations.
• Contribute to special projects and vendor coordination tasks.
• Maintain discretion and professionalism while handling confidential information.
• Assist with procurement activities and digital file management.
• Ensure accurate financial documentation and reporting processes.
• Work independently while effectively collaborating across teams.
• Opportunity for potential conversion after the temporary period.

Key Responsibilities & Duties

• Manage operational and administrative initiatives within the family office.
• Assist with treasury operations, including tracking wires and supporting workflows.
• Coordinate vendor contracts and maintain accurate records.
• Support vendor communications and relationship management.
• Ensure digital files and records are organized and up-to-date.
• Provide project management for operational and administrative tasks.
• Collaborate with internal administrative and office support teams.
• Contribute to special projects and initiatives as needed.

Job Requirements

• Bachelor of Arts (BA) degree required.
• 5–10 years of experience in operations, administration, or similar roles.
• Experience in vendor coordination preferred.
• Prior experience in family office or financial services environment is advantageous.
• Strong organizational and multitasking abilities with attention to detail.
• Effective communication and solutions-oriented mindset.
• Ability to manage financial and operational responsibilities independently.
• Discreet and professional handling of confidential information.