Job Description
Family Office Manager
We are looking for a Family Office Manager to join our Personal CFO Services area. This position is the primary relationship with clients and advisors and is responsible for serving multiple clients with a variety of family office accounting and financial services.
Responsibilities
Client Accounting Services
Onboard new clients, set up financial reporting processes and chart of accounts, establish client vendor and household relationships
Provide core accounting services: journal entries, payroll oversight, investment reporting, and manage/reconcile client data for ultra-high-net-worth families and related entities
Research and resolve issues or discrepancies with clients statements
Prepare client financial reports and analysis for individuals and related entities
Monitor and coordinate cash management
Support other client teams with review of reconciliations and final reports
Prepa...