Family Office Manager

Essential Job Functions

• Executive & Family Representation
• Strategic Administrative Leadership
• Financial Operations & Oversight

CORE COMPETENCIES

• Exceptional judgment and discretion
• Strong financial acumen and accounting literacy
• High attention to detail with the ability to operate at both strategic and tactical levels
• Proactive, anticipatory mindset with strong problem-solving skills
• Excellent communication and stakeholder management capabilities
• Process-oriented with a continuous improvement mentality

Skills and Qualifications

• 7–10 years of experience as an assistant, accountant, or administrator in a family office, accounting firm, or trust administration department
• Prior experience in a family office, private office, or executive support role at a senior level
• Exposure to accounting functions, trust structures, and financial reporting
• Experience working closely with senior executives or principals
• Familiarity with QuickBooks, Concur, and standard financial reporting practices
• Experience with Yardi or QuickBooks preferred; willingness to learn
• Bachelor’s, Associate’s, or Certificate in accounting, bookkeeping, or a related field
• Exceptional discretion and confidentiality with sensitive personal information
• Comfortable using basic AI tools (e.g., ChatGPT, Microsoft Copilot) to enhance productivity
• Notary license or willingness to obtain one

Benefits

• 17 days PTO to start, increasing annually (up to 25 days)
• 7 days Sick & Safe leave (with generous carryover options)
• Comprehensive health benefits package
• Tuition reimbursement (up to $2,500/year for industry and work-related certifications)
• Up to $750/year toward children’s education or extracurriculars
• $500 employee referral bonus
• Recognition programs
• Wellness programs
• Gym Reimbursement
• MAXX Match Program