Matter Family Office · 13 hours ago
Part Time Administrative Assistant
Matter Family Office is a multi-family office focused on helping families thrive through investment management and wealth planning. They are seeking a Part Time Administrative Assistant to support various administrative, receptionist, and office management functions, with opportunities for growth within the firm.
FinanceConsultingFinancial Services
Responsibilities
Guest greeting and communication – responsible for greeting all clients, vendors and other guests to our office, and associated receptionist duties. Primary management of phones, including all incoming calls
Administrative – coordination of all mail, delivery, overnight and courier activities, and management of office supply inventory
Communications – management of data entry into CRM (Client Relationship Management) system
General – support for a variety of other activities (client meeting materials preparation and distribution, scheduling meetings, company wide meeting organization, travel logistics and planning, expense management, client accounts payable processing, kitchen maintenance, and other duties/projects as requested)
Qualification
Required
Bright, organized, highly energetic and creative
Instinctively service focused; cheerfully assisting clients, vendors, and employees whether in person or on the phone
An exceptional communicator with writing, organization, and teamwork skills
Poised, personable and engaging; a natural conversationalist
Energetic and proactive; able to think and work autonomously, but not tentative about asking for help when needed
Proficient with Microsoft Office; comfortable with learning and developing proficiency with other office software such as CRM and document management applications
A strong academic performer; 4-year college degree preferred
Benefits
Competitive Salary and Annual Performance Based Bonus
Medical and Dental Health Plans
Supplemented Health Savings Account and Health Flexible Spending Account
Dependent Care Flexible Spending Account
Employer Supplemented Health Reimbursement Account Plan
Short- and Long-term disability coverage paid for by employer
Paid Group Life Insurance
Flexible 401(k) retirement benefits with employer matching
10 paid holidays per year plus competitive vacation and sick leave
Technology reimbursement plan
Opportunity for advancement based on performance, personal growth, and cultural fit
Work with a team-oriented culture that supports continuing education and career growth
Strong support for volunteer, community and/or industry involvement
Company
Matter Family Office
Matter Family Office is a financial services company specializing in legacy services, wealth planning, and investment management services.
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
BW Forsyth Partners
2025-11-17Private Equity
2024-10-02Private Equity
Leadership Team
Recent News
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