Family Office Administrator

6 days ago

Marietta, Georgia, United States Narwhal Capital Management Full time $60,000 - $100,000 per year

About Us

We are a private family office managing the financial, investment, and personal affairs of a multigenerational high-net-worth family. Our team supports 24 family members across four generations with services ranging from wealth management and philanthropy to daily operations. We value discretion, efficiency, and forward-thinking.

Role Overview

We're seeking a highly organized and detail-oriented administrator to help manage the daily operations of the family office. This individual will play a key role in maintaining efficient systems, accurate financial reporting, and clear communication across family and advisor networks. The role involves close collaboration with executives, handling confidential information, and contributing to the management of investments, events, and charitable initiatives.

In addition to administrative and financial responsibilities, this position will support planning and hosting corporate events - many of which involve outdoor activities such as hunting, clay shooting, and target shooting. Candidates should be comfortable assisting with logistics and hospitality for these events in a professional and organized manner.

Key Responsibilities

Financial & Investment Support

  • Track and report on the family's private equity and investment portfolio
  • Maintain accurate and confidential family and financial records
  • Support basic accounting functions, including bookkeeping, reconciliations, and reporting
  • Use Excel and related tools to analyze data and generate clear, actionable reports

Operations & Administration

  • Manage documents, workflows, and internal systems to improve back-office efficiency
  • Prepare presentations and materials for family members on financial and operational matters
  • Coordinate meetings, travel, and general office logistics

Philanthropy & Events

  • Assist with philanthropic activities, including grants, donation tracking, and reporting
  • Assist with planning and hosting corporate events, including outdoor gatherings, hunting trips, and target shooting

Confidentiality & Professionalism

  • Uphold the highest standards of confidentiality and integrity in all aspects of work
  • Communicate professionally with family members, advisors, and external partners

Qualifications

  • Bachelor's degree in Accounting, Finance, Business Administration, or related field
  • Strong analytical and Excel skills
  • Basic accounting knowledge and experience
  • Proficient in Microsoft 365 (Excel, Word, PowerPoint, Outlook, Teams) and cloud tools (OneDrive, SharePoint)
  • 3–5 years of relevant experience preferred
  • Highly organized, detail-oriented, and proactive problem solver
  • Excellent communication and interpersonal skills
  • Experience with private equity or investment management preferred
  • Experience with client service or professional office environments preferred
  • Experience with nonprofits, foundations, or grant administration preferred
  • Willingness to participate in and support outdoor, sportsman-oriented events (hunting, clay shooting, and target shooting)
  • Willingness to travel domestically 5–6 times per year

What We Offer

  • Competitive compensation and benefits
  • Opportunity for advancement into management roles as the family office grows
  • Exposure to all aspects of a dynamic family business, including operations, investments, event planning, and philanthropy

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