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Family Office Assistant
HeritagePlus Advisory Partners SA · Geneva
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Job description
MULTI-FAMILY OFFICE – GENEVA
Family Office Assistant – French / English
Permanent Position | 80% to 100% | Geneva, Switzerland
About Us
We are a boutique Multi-Family Office based in Geneva, providing comprehensive and confidential wealth management services to an exclusive international clientele. Our services span investment oversight, estate planning, foundation and trust administration, and lifestyle management.
Your Responsibilities
Administrative & Office Management - 30%
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Bookkeeping, accounting support, and invoice processing including invoice register maintenance and payment monitoring
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Document filing, archiving, and management of administrative flows
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Organising meetings, managing office supplies, and coordinating schedules
Client Services & Correspondence - 20%
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Drafting correspondence in French, English, and Italian (emails, letters, formal communications)
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Handling all administrative client requests with the highest level of discretion
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Managing calls, agendas, and external relations
Legal Structures & Compliance Support - 20%
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Administration and follow-up of Foundations and Family Trusts (documentation, minutes, reporting, liaising with legal and fiduciary counterparts)
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Maintaining up-to-date records for legal entities held within client structures
Lifestyle & Concierge Services - 30%
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Coordinating travel arrangements, hotel, restaurant, and private transfer bookings
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Organising internal and client events
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Personal assistance in managing luxury hotels and hospitality assets for clients, including liaison with hotel management, operational oversight support, vendor coordination, and guest experience follow-up
Your Profile
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Commercial diploma (CFC), Federal Vocational Baccalaureate, or equivalent
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Fluent in French, English (spoken and written) – Italian is a plus
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Minimum 3 to 5 years' experience in a similar role in Switzerland, ideally within a Family Office, Private Bank, Fiduciary, or confidential financial environment
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Experience with Foundation and/or Trust administration is a strong asset
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Background or solid familiarity with hotel/hospitality management – ability to liaise professionally with hotel operators, track operational KPIs, and support clients in managing their hospitality properties
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Proficiency in Microsoft Office Suite; knowledge of accounting software is a plus
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Discreet, proactive, organised, and reliable, with excellent interpersonal skills
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Able to prioritise, multitask, and work independently with a strong sense of service and confidentiality
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Based in Geneva, available at least 80% daily. Start date to be agreed.
Only candidates with relevant experience in a similar environment will be considered. All applications will be handled with the strictest confidentiality.
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