Our jobs
Family office manager
Like a private concierge, the family office manager or family secretary at Maison Helya is responsible for coordinating the private lives of their clients. Thus, they handle scheduling appointments for family members, organizing their travel and trips, managing both physical and electronic mail, and taking care of private administrative tasks. He is a professional committed to his clients, versatile and respectful of the greatest confidentiality.
Fields of excellence of a family office manager
Protection of the family's financial interests
- Providing advice and investments (property, financial assets, shareholdings or other tangible or intangible assets)
- Wealth, tax and property engineering
- Drawing up strategic asset allocations
- Monitoring investments
- Creating, managing, growing and maximising the benefits of products or investments (Asset Management, Private Equity, Real Estate)
- Optimising remuneration
- Controlling, monitoring, reporting, risk management and overall consolidation of assets
- Liaising with and supervising external experts
- Manage the protection of the Family
- Ensuring personalised financial monitoring
Family advice
- Administer family governance
- Provide legal and tax advice
- Training and supporting heirs
- Support the family in its governance and ensure family cohesion
- Managing and developing the Foundation and philanthropy
Other areas of involvement
- Monitoring the family's private projects and worksites
- Monitoring exchanges with internal and external partners
- Coordinating general services
- Selecting experts and partners
- Recruiting service providers and supervising their work on the estate
- Produce summary documents for the family
- Collect and file administrative documents
- Manage the daily schedule of family members
- Archive administrative and legal files and monitor payment deadlines
Family office manager profile
- A minimum of 7 years of experience required in a similar position
- Fluent in English and French, a third language is often appreciated
- Expertise, versatility, curiosity, adaptability, rigour, reliability, responsiveness, autonomy, management of priorities, initiative, sense of service, availability, ability to establish a relationship of trust over time, transparency, probity, confidentiality