Manager - Family Office Services
Manager, Family Office 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.
- Coordinate with tax, legal, insurance, investment, and estate planning advisors.
- Organize financial records and documentation for tax compliance and reporting.
- Assist 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.
Manager, Family Office Services 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.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.
Yes, we help with resume and interview preparation. From customized support on how to optimize your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.