CI Financial

Family Office Assistant

CI Financial$76K — $100K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years of experience in administrative, customer service, hospitality, or office support roles.
  • Strong organizational and communication skills.
  • Excellent attention to detail and follow-through.
  • Positive attitude with a proactive, self-starter mentality.
  • Ability to manage multiple tasks and adapt to shifting priorities.
  • Proficient in Microsoft Office, especially Excel and Outlook; familiarity with ShareFile and OneDrive is advantageous.
  • Superior judgment and discretion in managing confidential information.

Responsibilities

  • Provide general administrative and day-to-day office support.
  • Run client-related errands, including local pickups and deliveries.
  • Coordinate appointments and service visits with vendors and building managers.
  • Organize files, documents, and household records.
  • Assist with travel logistics, including reservations and transportation.
  • Maintain spreadsheets and project trackers.
  • Support special projects and other ad hoc assignments.

Benefits

  • Hands-on experience in a family office environment.
  • Opportunities to contribute to various administrative and operational functions.
Full Job Description

Key Responsibilities:

  • Provide general administrative and day-to-day office support.
  • Run client-related errands, including local pickups, deliveries, shopping, shipping miscellaneous returns.
  • Coordinate appointments and service visits with vendors and building managers.
  • Organize files, documents, receipts, and household records.
  • Assist with travel logistics, including reservations, transportation, and scheduling.
  • Maintain spreadsheets, trackers, and project lists.
  • Support special projects and other ad hoc assignments as needed.
  • Ensure tasks are completed accurately, discreetly, and in a timely, professional manner.

Qualifications:

At least 2 years of prior experience in a similar role (administrative, customer service, hospitality, or office support preferred). Strong organizational and communication skills. Excellent attention to detail and follow-through. Polite and positive attitude with a willingness to learn and take initiative. Ability to manage multiple tasks and adapt to changing priorities. Proficiency in Microsoft Office (particularly Excel) and Outlook; experience with ShareFile and OneDrive is a plus. Superior judgment, discretion, and the ability to protect confidential information.

*Candidates should be based in or near New York City, as this role involves frequent in-person coordination, local errands, property visits, and other time-sensitive tasks throughout the city.

Desired Attributes:

  • Professional, trustworthy, and discreet.
  • Self-starter who enjoys supporting a team.
  • Strong problem-solving skills and resourcefulness.
  • Flexible, dependable, and proactive.
  • Comfortable working in a fast-paced, service-orientated environment.

This is an excellent opportunity for someone looking to gain hands-on experience in a family office environment while contributing to a wide range of administrative and operational functions.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position.Additionalduties and responsibilities may be assigned with or without notice.

Pay Information:

This position isexemptand is paid according to the laws of the State ofNew York. The pay range for this position is$76,000 - $100,000USD peryear.Weare required toprovide a reasonable estimate of the compensation range for this role. This rangetakes into accountthe wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers aredeterminedbased on final candidate qualifications and experience.

Physical Requirements

  • This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
  • This position may require the ability to lift up to 15 pounds.
  • This position is required to work onsite 4 days per week.

About CI Financial

CI Financial is a diversified wealth management firm and one of the largest investment companies in Canada. The company offers a wide range of investment products and services, including mutual funds, ETFs, segregated funds, and alternative investments. CI Financial serves individual investors, financial advisors, and institutional clients across Canada and around the world. The company was founded in 1965 and is headquartered in Toronto, Canada.
Learn more about CI Financial
Size
1,793 employees
Market Cap
$1.7 billion
Industry
NASDAQ

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