Administrative assistant for famiky office (wealth advisory)

Company Description

Eternity Family Office is a private and objective advisory firm specializing in wealth management for high-net-worth individuals (HNWI) and companies. We offer comprehensive "in house" advisory and family office services tailored to meet the unique asset management needs of our clients. With over 16 years of experience in the capital markets, we manage assets worth over 2 billion NIS both domestically and abroad. Our goal is to provide a one-stop-shop experience, maximizing account performance by optimizing the risk-reward investment ratio in line with each client's risk profile and goals.

Role Description

This is a part-time on-site role for a Bachelor’s Degree-wielding candidate, in either Economics or Business Administration, to work in back-office operations at Eternity Family Office. The role involves daily tasks such as portfolio analysis, asset mapping, currency and geographical risk assessments, cost control, and consolidating accounts. Additionally, responsibilities include generating monthly performance and structure reports, handling foreign bank accounts, and investment advisory. The position is located in Raanana.

Qualifications

• Strong analytical skills, including portfolio analysis and risk assessment
• Proficiency in cost control and account consolidation
• Experience with generating performance and structured reports
• Investment advisory experience and knowledge in managing foreign bank accounts
• Excellent attention to detail and organizational skills
• Ability to work independently and in a team setting
• Relevant experience in financial services or wealth management
• A Bachelor’s degree in Economics or Business Administration