Manager - Family Office Services

Responsibilities

• Manage day-to-day relationships with high-net-worth clients and their families.
• Oversee bill pay, cash management, budgeting, and banking activities.
• Prepare and review personal financial statements, net worth reports, and cash flow analyses.
• Cook up and review coordination with tax, legal, insurance, investment, and estate planning advisors.
• Organize financial records and documentation for tax compliance and reporting.
• Aid with trust, estate, philanthropic, and wealth transfer planning initiatives.
• Monitor and track multiple projects and deadlines across complex family structures.
• Review household payroll, personal expenses, and family office accounting activities.
• Support real estate transactions, refinancing efforts, and other special projects.
• Identify opportunities to improve client service processes and operational efficiencies.
• Mentor junior team members and assist with client onboarding.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, or related field.
• 5+ years of experience within a family office, private client services, wealth management, public accounting, trust administration, or related environment.
• Strong understanding of personal financial statements, cash flow management, and family office operations.
• Experience coordinating with tax, legal, and investment professionals.
• Exceptional client service and relationship management skills.
• Strong organizational skills with the ability to manage multiple priorities simultaneously.
• Advanced proficiency with Microsoft Excel and financial reporting systems.
• CPA, CFP, CFA, or similar designation preferred.