Executive Assistant
Elev8 Holdings Inc.
Date: 12 hours ago
City: Makati City
Contract type: Full time

Office Assistant duties are to support he OCEO in the day-to-day operations of holdings/family office and streamline processes. This role combines administrative excellence with operational and financial insight, ensuring smooth and efficient support to the executive leadership.
DUTIES, RESPONSBILITIES & OUTPUTS
Executive and Operational Support
DUTIES, RESPONSBILITIES & OUTPUTS
Executive and Operational Support
- Coordinate and monitor project across subsidiaries and investments
- Coordinate and monitor personal financial matters, including cash flow tracking, insurance renewals, tax filings and investment summaries
- Maintain comprehensive records of family assets, real estate, trusts, and corporate structures- .
- Organize and maintain confidential documentation, including wills, trusts, and succession plans.
- Liaise with service providers, legal counsel, bankers and internal teams to facilitate business activities.
- Coordinate internal and external communications to ensure brand consistency and timely response
- Continuously improve administrative process and workflows for efficiency.
- Provide support to board members and senior executives as directed by the CEO.
- Assist in preparation of financial reports, budget and expense tracking
- Supports the preparation of investment summaries, financial dashboards, and reports for executive review
- Coordinate with accounting team for reconciliation, audits and document submission
- Review financial documents for accuracy before executive approval
- Help manage cash flow tracking, bank liaison and financial records maintenance.
- Manage and coordinate personal and corporate related matters, ensuring its seamless handling such as but --not limited to scheduling, vendor management and asset maintenance.
- Support philanthropy initiatives, including documentation, donor communications and project tracking
- Oversee and manager special projects, asset records, and trust related documentation.
- Ensure timely compliance with regulatory filling, tax obligations and other reporting obligations
- Prepare correspondence, reports, and presentations on family office matters.
- Schedule, coordinate and track development pathways for heirs ensuring alignment with family governance and succession plan.
- Bachelor's degree in Accounting, Finance, Business Administration, or related field
- Prior experience in holdings company or family office environment is preferred.
- Basic knowledge in Microsoft Office Suite
- Exceptional Organizational, Problem Solving and Multi-tasking abilities
- Excellent communication and interpersonal skills
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