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Family Office Business Manager
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
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