Operations and Finance Administrator Family Office

placeWellington calendar_month 

Stunning Wellington office - be a welcoming presence and key point of contact

  • Full-time, permanent role with diverse admin and finance responsibilities
  • Great opportunity for someone who thrives on variety, ownership and precision

Operations and Finance Administrator - Family Office/Philanthropic Foundation

About the Role We're looking for an exceptional administrator to support the operations of a private family office. This hands-on role covers everything from office management to governance support, finance, administration, events and systems management.

You'll be the go-to person ensuring the founder, CEOs, trustees and team have everything they need to function effectively.

Key Responsibilities
  • Manage accounts payable/receivable, Xero processing and AML compliance
  • Office management including: welcoming guests, overseeing facilities and ensuring the office is well-run
  • Coordinate domestic and international travel
  • Plan and manage event logistics
  • Maintain internal systems including SharePoint, Diligent, Fluxx and liaison with outsourced IT provider.
  • Prepare board meeting packs, manage agendas, minutes and follow-ups
  • Keep policies and processes up to date, and ensure effective document management
  • Support internal comms, social media, website update
  • Ensure health & safety compliance
  • Liaising with external advisors
What You'll Bring
  • High level of discretion, initiative and reliability
  • Strong financial admin skills - experience with Xero is preferable.
  • Tech savvy - comfortable managing CRMs, digital filing systems and liaising with IT providers
  • Proven organisational skills, exceptional attention to detail and ability to juggle priorities
  • Experience in executive support, office coordination or operations roles
  • Warm, professional communication and a calm presence under pressure
  • A commitment to Te Tiriti

What's in it for you? This is a rare chance to join a small, impactful team doing meaningful work. You'll work onsite (permanent in office role) in a beautiful central Wellington office, surrounded by people who have the best interests of others at the heart of what they do and value care, trust and quiet excellence.

If you're a service-focused administrator who loves making things run smoothly behind the scenes, we would love to hear from you - APPLY NOW or Contact Danae Young for more information, on 027 238 8188. You must have a valid working visa for New Zealand.

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