Family Office Controller
4 weeks ago
Our Client a small Family Office is looking for a trustworthy candidate who has hands-on experience as a Family Office Controller in Boca Raton FL.
Responsibilities:
- Manage all family assets both International and Domestic, including investment accounts, properties, trusts, LLCs, and Real Estate
- Review investment materials, sit in on conference calls and attend local partner meetings to better understand the investment strategies.
- Responsible for maintaining and assisting with the Finances, Accounting, and Tax (Stock, Private Equity Investments, Bonds, and Real Estate).
- Work closely with the partners on a regular basis to help manage and oversee daily accounting operations.
- Manage real estate properties and staff
- Review investment materials, sit in on conference calls and attend local partner meetings to better understand the investment strategies.
- Participate in major business decisions and help grow and protect family assets.
- Able to assist with additional roles which will include Property Manager, Office Manager, and Project Manager.
Qualifications:
- Degree in Accounting/Finance required
- Minimum 5 years of relevant experience required
- Ability to drive projects to completion, while also functioning effectively in a team environment
- Excellent computer skills – MS Excel Skills
- Excellent interpersonal, verbal/written communication and organizational skills
- Understanding of and sensitivity to confidential information
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