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Family Office Intern Jobs

Family Office - Controller
By Coda Search At Palm Beach County, FL, United States
Strong leadership and management skills and ability to collaborate across many teams
Outstanding communication skills, proven ability to effectively work with all levels of Management
Manage the analysis and preparation of all firm financial business transactions, and review cash flow projections, and management reporting
Various ad-hoc requests from senior management and portfolio managers
Bachelor’s Degree with at least 8+ years of Financial Services/Private Equity Accounting /reporting or similar (family office) experience
Experience reporting or managing private equity investments and portfolios preferred
Accountant - Family Office
By Perot Investments At Dallas, TX, United States
Ability to manage confidential information in a discreet and professional manner
Ability to work in a fast-paced environment and manage multiple priorities and deadlines
Strong working knowledge of Microsoft Excel
Minimum of two years of accounting experience required
Experience working directly with small businesses is a plus
Gain an understanding of business needs and select a suite of vendor solutions based on business industry, size, etc.
Senior Accountant - Family Office
By Wiss At Florham Park, NJ, United States
Bachelor's degree in Accounting or Finance
Prior public accounting experience ideally within a Family Office or supporting High Net Worth clients
Experience with QuickBooks Online, Bill.com, CCH ProSystem, or similar a MUST
Review, process and pay scheduled bill payment of individual and entity clients.
Approve and accept check runs, print checks, prepare and process wire transfers.
Record and reconcile bank, brokerage, and credit card statements.
Family Office Seeks Finance Manager
By LHH At New York City Metropolitan Area, United States
Family office seeks Finance Manager
· Closely review all expenses, including personal, taxes, insurance, medical, education, and mortgage payments.
· Manage and review all bank account and credit card activity for family members.
· At least 5 years of experience working at a high level in a Family Office
· Resolve any owner / family inquires, issues, and special requests quickly and accurately
· Direct the accounting and reporting for all personal transactions.
Executive Admin - Family Office
By Daley And Associates, LLC. At Massachusetts, United States
Excellent organizational skills including file maintenance and billing preparation.
Excellent interpersonal, verbal, and written communication skills. Ability to communicate with courtesy and diplomacy.
Proficiency in MS Office Suite including Word, Excel, Outlook, and PowerPoint. Also Adobe Acrobat, Visio and comparison software.
Family Office Partner Jobs
By LemVega Capital ™ At Wayne, PA, United States
Ensure consistent alignment with regulatory requirements and ethical investment practices.
Extensive experience in the Family Office sector, with a demonstrated history of managing and growing high-net-worth portfolios.
Strong leadership skills, with the ability to work collaboratively and influence at all organizational levels.
Actively partner with the Managing Partners and investment teams to evaluate and execute investment strategies.
Leverage your existing network and relationships within the Family Office ecosystem to attract potential investors and Limited Partners.
Collaborate with the executive team and board to implement strategic vision and direction for the firm.
Manager Of Estate & Operations, Family Office
By Elevation Capital At ,
Highly organized, detail oriented, proactive, excellent time management, efficient and service focused
Minimum 5 years related experience working in a similar residence for an ultra-high net worth family.
Interest, skill, and success in getting groups to work together cooperatively; recognizes and encourages the behaviors that contribute to teamwork.
Prioritizes projects to meet required deadlines. Carefully manages several projects at once, focusing on the desired end result of one's work.
Manage timekeeping system for staff and assist with basic Human Resources functions for domestic staff.
Directly manages 1 House Manager.
Family Office Manager Jobs
By Private Family Office At California, United States

Successful private family seeking professional individual to assume full suite of family office responsibilities on a part time basis. The successful candidate will act as liaison in areas of ...

Tax Manager - Family Office
By Simplot At , Boise, 83702, Id
5-7 years of experience in tax accounting required.
Extensive knowledge of tax accounting principles and IRS regulations.
Skills in networking and developing relationships
Prepare business, trust, and private foundation tax returns.
Prepare tax return for a multi-state partnership with extensive pass-through entity investments
Partner with multiple departments to document related party transactions and history of closely held businesses
Director Of Finance, Family Office
By Atlantic Group At New York, NY, United States
Management supervision and development of staff (accounting and family office operations), payables, benefits, payroll, etc
Asset Management onboarding once deal has closed
15+ years of relevant experience out of a Private Equity firm or Family office
Public Accounting experience is a must
Coordination of and review all tax filings including individuals and related entities, estimated taxes, capital allocations (tax and GAAP), etc.
Coordination and responsibility for other projects as needed
Office Manager Ii Memorial Family Healthcare North Main
By Memorial Medical Center At , Las Cruces, 88011, Nm

Minimum Experience: Successful candidate must possess at least five years supervisory and healthcare medical office experience.

Family Office Client Service Manager
By Ronald Blue Trust At , Irvine, 92618, Ca
Bachelor’s degree is required, preferably in Management, Business, Finance, and Accounting or a related field
Oversees and coordinates the day-to-day implementation of all client related services and activities delivered by external investment management partners.
Utilizes comprehensive knowledge of processes and requirements to oversee client transactions by custodians.
Bill Pay and Strategic Partner Management
Manages trading in iRebal, including Dollar-Cost Averaging (DCAs), raising cash, investing to targets, and resolving Investment Review exceptions.
Manages various Company projects for Family Office team (e.g., repapering client agreements, data verification, etc.).
Family Office Controller Jobs
By Atlantix Partners At Miami, FL, United States
7 - 10 years of finance experience.
Principal responsibility for maintaining the firm's financial records, handle payroll, manage and monitor cash flows, and perform bank reconciliations.
Manage accounts payable and receivable, check writing, and invoice processing.
Generate monthly financial reports for asset allocation purposes and prepare budget forecasts.
Liaison with external tax attorneys and generate in-house partnership reports such as Schedule K-1.
Ensure compliance with federal, state, and local financial regulations and tax laws.
Family Office Intern Jobs
By Standard Industries At New York, NY, United States
Candidate must be actively pursuing a Finance or Accounting degree
Proficiency in all Microsoft applications and excellent computer skills expected
Strong communication skills and work ethic
Process invoices and obtain invoice approval in accordance with company signing and delegation policy
Process vendor payments by wire and online bill pay
Setup new vendors and maintain vendor list