Job Description

About Us

We are a boutique, independent Registered Investment Advisor (RIA) providing comprehensive wealth management services to ultra-high-net-worth families and trustee services to select clients. Our team delivers personalized solutions in financial planning, investment management, and family office services to help clients navigate the complexities of wealth.

Position Overview

We are seeking a Senior Coordinator – Family Office Services to work directly with the CEO and other firm principals to support our clients in managing their financial affairs. This role requires experience working with affluent families, either as a CPA, family office professional, or in a similar capacity , and a familiarity with trust administration, financial oversight, and high-level administrative functions.

The ideal candidate will be responsible for supporting trustee work, supervising property accounting and bill pay, and assisting with various family office responsibilities , ensuring that our clients’ financial and administrative needs are met with the highest level of professionalism and efficiency.

Key Responsibilities

• Trust & Estate Administration Support: Assist in coordinating trustee responsibilities, maintaining records, and liaising with attorneys, CPAs, and other advisors.
• Financial Oversight & Reporting: Supervise and review financial reports, ensuring accuracy in accounting for family entities, trusts, and personal finances.
• Rental Property Accounting & Bill Pay: Perform rental property accounting and bill pay function, ensuring timely and accurate execution of financial obligations.
• Client Coordination & Relationship Management: Act as a key point of contact for high-net-worth families, handling financial and administrative matters with discretion.
• Record Keeping & Compliance: Maintain organized documentation related to trusts, family office structures, and regulatory compliance requirements.
• Process Improvement & Technology Integration: Identify opportunities to streamline family office services and implement technology solutions where applicable.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field . CPA or experience in a family office, wealth management, or trust administration is highly preferred.
• Minimum 5+ years of experience working with high-net-worth individuals, trusts, or family offices.
• Working knowledge of trusts, estate planning, and financial administration .
• Experience performing accounting functions, including commercial and residential real estate accounting and bill pay .
• High level of discretion and ability to handle confidential client information with integrity.
• Strong organizational skills with the ability to manage multiple priorities and deadlines .
• Proficiency in Excel, QuickBooks, and financial reporting tools . Familiarity with CRM systems (Salesforce) and accounting software is a plus.
• Excellent communication and interpersonal skills, with the ability to interact with clients, attorneys, CPAs, and other professionals.

Why Join Us?

• Meaningful Impact: Play a critical role in supporting families with complex financial and administrative needs.
• Collaborative Environment: Work closely with a highly experienced team of professionals.
• Professional Growth: Gain exposure to high-net-worth wealth management, trust administration, and family office best practices.
• Competitive Compensation & Benefits: We offer a comprehensive benefits package and opportunities for professional development.

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