Director of Operations - Family Office

The Director of Operations will oversee the daily operations of the family office, focusing on treasury management, expense tracking, and communication facilitation. This role requires a highly organized and detail-oriented individual who can manage financial activities, streamline processes, and ensure effective communication within the office and with external partners.

Responsibilities:

• Work with external accounting resources to provide expense reporting and other financial analysis.
• Coordinate with external accounting team handling budgeting and expense tracking for household and business expenses.
• Review and facilitate wires and funding requests from various LLCs
• Review and process monthly distributions to various trusts and individuals
• Review and monitor credit card activity for LLCs and individuals.
• Assist in property closings and other financial transactions.
• Eventually coordinate transactions, planning and commitment tracking for the family foundation.
• Facilitate residential property closings and other transactions.
• Create new entities and open new bank accounts as needed.
• Serve as primary communication point for the family office Principal.
• Coordinate with service providers, attorneys, vendors, and other stakeholders.
• Facilitate communication between family members and office staff.
• Assist in the preparation of meeting agendas and other documentation to streamline communication throughout the organization.
• Oversee multiple insurance policies including property, liability, vehicle, equine, and art.
• Coordinate with accountants and other team members to establish business processes.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
• 5+ years of experience in accounting, finance, or operations management, preferably within a family office or similar environment
• Experience as a client service professional in public accounting, banking or a similar field is preferred
• Experience with real estate management and closings is a plus
• Strong financial acumen with experience in treasury management and expense and budget tracking.
• Strong organizational and time management skills.
• Strong communication and interpersonal skills.
• Proficiency in Microsoft Office Suite, Apple OS and experience with financial software including QuickBooks and BILL.
• Ability to handle confidential and sensitive information with discretion.
• Ability to simultaneously handle multiple projects with various stakeholders
• Strong attention to detail.
• Strong problem-solving and analytical skills.
• Proactive and self-motivated.
• Ability to work independently and as part of a team.