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Lifestyle Manager

Trove FS, LLC

We are seeking a qualified individual for the position of Lifestyle Manager to provide household management, insurance administration, and concierge services for Trove clients The position offers an excellent opportunity for an experienced family office professional with a diversified background to assume the responsibility of bespoke service and directly assisting the Partner of our Lifestyle team with all aspects of family engagements and services provided Responsibilities esManage Property and Casualty insurance programs for clients, including annual reviews, claim management, and day-to-day agent interaction. Identify key insurance events which trigger coverage adjustments for policies on cars, homes, boats, or valuable article s.Perform health insurance research and cost analysis, including Medicare and individual health insurance enrollment. Submit medical expenses for reimbursemen t.Manage hiring of domestic staff for clients. Responsibilities may include formulating job descriptions, screening and interviewing candidates, finalizing employment paperwor k.Outsourced HR management of domestic staff for clients, including payroll administration, onboarding, and providing performance feedback. Apply knowledge of different states' employment and tax laws. Understand and implement employer insurance requirement s.Manage private aviation and yacht bookings, schedules, and logistic s.Pro-actively manage clients' home maintenance calendars and scheduling of client vendor appointments. Manage complex vendor issues by knowing what questions to as k.Manage concierge special projects. Delegate projects and oversee other staf f.Perform client research and analysis for car purchases, vacation options, appliance brands, venues for events, et c.Respond timely to internal and external requests in a professional manner, demonstrating competency, judgement and trustworthiness. Understand the client's needs and think proactively to address unasked or follow-up question s.Understand profitability, realization and JDJ's business objectives. Support and implement corporate initiatives and grow client relationship Requirements & Qualificati ed.6+ years prior insurance, household management or concierge experien ce.Computer literacy is required, including proficiency in the use of all Microsoft Office programs, Salesforce, QuickBooks, and internet resear ch.Self-starter with the ability to work independently and demonstrate initiative to learn new skills and tackle a wide variety of client requests with enthusiasm. Willing to put in the extra time needed to master new skil ls.Ability to transfer skills and insight learned from one project to anoth er.Ability to manage not only themselves, but others, meaning vendors, or domestic staff that clients empl oy.Strong attention to detail and accura cy.Ability to interact with clients and vendors in a professional manner and with confiden ce.Adhere to high confidentiality and fiduciary standar ds.Ability to organize, prioritize, and execute successfully in a fast-paced environme nt.Follow-through on all deadlines and commitmen ts.Desire to participate in and contribute to the growth of a small compa #J-18808-Ljbffr Trove FS, LLC

Vacancy posted 1 day ago
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