Family Office Business Manager

Job Summary

A company is looking for a Family Office Business Manager to drive excellence and accuracy in client services.

Key Responsibilities

• Execute client engagements, providing white glove service
• Oversee general accounting, bookkeeping, payroll, and financial reporting for family office clients
• Assist with budgeting, spending, investment monitoring, and special finance projects

Required Qualifications

• Bachelor's Degree
• Experience with QuickBooks and Microsoft Excel preferred
• Strong organizational skills
• Ability to research and resolve client issues independently