Family office associate

About the Role

Abhiman Business Ventures Pvt Ltd is a growing enterprise that manages diverse business interests and family office operations. The organization focuses on structured financial oversight, efficient administration, and long-term value creation for its stakeholders. It offers a professional environment with exposure to investment management, accounting, and coordination of personal and business affairs. Team members are encouraged to develop broad operational skills and contribute to streamlined processes. The company values integrity, confidentiality, and a high standard of service in all interactions.

The Family Office Associate is a full-time, on-site role based in Bengaluru, responsible for supporting the day-to-day operations of the family office. This includes managing routine administrative tasks, maintaining records, coordinating schedules, and handling correspondence and documentation. The role involves basic accounting support such as tracking expenses, preparing reports, and working with external advisors or internal finance personnel as needed. The associate will also assist with office administration, vendor coordination, and responding to inquiries from internal stakeholders and external partners. This position requires a high level of discretion, attention to detail, and the ability to manage multiple priorities in a structured and organized manner.

Key Responsibilities

• Manage routine administrative tasks.
• Maintain records.
• Coordinate schedules.
• Handle correspondence and documentation.
• Provide basic accounting support:
• Track expenses.
• Prepare reports.
• Work with external advisors or internal finance personnel.
• Assist with office administration.
• Coordinate with vendors.
• Respond to inquiries from internal stakeholders and external partners.

Qualifications

• Strong Communication and Customer Service skills.
• Administrative Assistance and Office Administration skills:
• Manage scheduling.
• Manage documentation.
• Manage record-keeping.
• Manage day-to-day office operations.
• Fundamental Accounting skills:
• Support expense tracking.
• Support basic reconciliations.
• Support preparation of financial summaries.
• Proficiency with office productivity tools (e.g., spreadsheets, word processing, email).
• A bachelor’s degree in Commerce, Business Administration, Finance, or a related field is advantageous.

Requirements & Tech Stack

• Relevant experience in a family office, corporate office, or professional services environment is beneficial.
• Strong organizational abilities.
• Discretion in handling confidential information.