Family Office Controller

4 weeks ago


Boca Raton, United States Recruithook Full time
Job DescriptionJob Description

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
Company DescriptionFamily oriented and lots of upside/growthCompany DescriptionFamily oriented and lots of upside/growth

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