Head of Family Office Services
3 weeks ago
The Quest Organization is seeking a seasoned professional to lead our Family Office Services business. As Head of Family Office Services, you will be responsible for managing a team of three professionals who provide high-end services to six high net worth families.
This role involves a range of responsibilities, including:
- Financial Management: Bill payment, quarterly financial statements, budget vs. actual reporting, and maintenance of intrafamily loans.
- Capital Call Fulfillment: Ensuring timely completion of subscription documents and capital calls.
- Payroll and HR: Managing payroll and light HR for household staff.
- Bookkeeping and Accounting: Providing bookkeeping, accounting, and estate planning services.
- Tax and Compliance: Interacting with clients' outside providers on tax matters and ensuring compliance with relevant regulations.
- Problem Solving: Resolving complex issues and situations that arise.
As a seasoned professional with a proven track record of mentoring, you will lead a team of three professionals who currently handle substantial and complex families. Your expertise in working with wealthy families, managing teams, and providing high-end services will be invaluable to our organization.
Requirements
- CPA certification.
- Experience working in a business management firm or accounting firm, specifically with wealthy families.
- Proven track record of mentoring and leading teams.
- Strong knowledge of financial assets, including liquid and illiquid assets across all asset classes.
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