1. Administrative & Office Support
Reception Management: Greet and direct clients (including HNWIs) and visitors with a warm, professional demeanor.
Document Handling: Assist in filing, scanning, and organizing sensitive investment documents, KYC (Know Your Customer) records, and corporate files.
Correspondence: Manage incoming and outgoing mail, including coordinating with local courier services (e.g., DHL, GIGM) for urgent document deliveries.
Meeting Coordination: Prepare boardrooms for investment committee meetings, ensuring all necessary stationery, refreshments, and technology (AV/Zoom) are set up.
2. Operations & Logistics
Inventory Management: Monitor and restock office supplies (stationery, toiletries, pantry items) to ensure zero downtime in office operations.
Vendor Liaison: Coordinate with external vendors (cleaners, security, water suppliers, and maintenance technicians) to ensure the office environment remains pristine.
Petty Cash: Assist in managing minor office expenses and maintaining accurate records for reimbursement.
3. Executive Assistance
Schedule Support: Provide occasional support to senior analysts or executives with printing, binding presentations, or light scheduling.
Travel Coordination: Assist in making local travel or hotel arrangements for visiting consultants or team members when necessary.