What are the responsibilities and job description for the Manager of Real Estate and Financial Operations position at Family Office?
Job Description : Family Office Manager
Position Summary
We are seeking a highly skilled and experienced Family Office Manager to oversee the daily operations of a family office managing both real estate investments and trust-related activities. The ideal candidate will ensure the smooth operation of financial, legal, and administrative functions while maintaining the utmost confidentiality and professionalism.
Key Responsibilities
1. Real Estate Management
Oversee all aspects of the family’s real estate portfolio, including acquisitions, leasing, property management, and asset performance.
Coordinate with property managers, tenants, and contractors to ensure proper maintenance and operational efficiency.
Prepare and monitor real estate budgets, cash flow projections, and performance reports.
2. Trust Administration
Manage the administration of family trusts, ensuring compliance with all legal and fiduciary requirements.
Collaborate with attorneys and accountants to oversee estate planning and trust documentation.
Maintain accurate and up-to-date trust records and coordinate distributions as needed.
3. Financial Management
Develop and manage the family office budget, including forecasting, tracking, and reporting financial performance.
Oversee tax planning and compliance activities in collaboration with accountants and tax advisors.
Monitor investments, cash flow, and liquidity to ensure alignment with family goals.
4. Governance & Reporting
Provide regular updates and reports to family members on financial performance, real estate investments, and trust activities.
Implement and maintain governance structures, policies, and processes.
5. Relationship Management
Act as a liaison between family members, advisors, and external stakeholders, such as attorneys, accountants, and investment managers.
Ensure seamless communication and alignment with family objectives.
6. Operational Oversight
Maintain organized records of all financial, legal, and real estate-related activities.
Oversee risk management, insurance policies, and compliance requirements.
Research and implement technologies or systems to improve operational efficiency.
Qualifications
Bachelor’s degree in finance, business administration, real estate, or a related field preferred.
Minimum of 7-10 years of experience in family office management, private wealth management, or a related field.
Expertise in real estate investment and trust administration.
Strong understanding of tax, legal, and financial regulations related to family offices.
Excellent organizational, communication, and interpersonal skills.
Ability to maintain confidentiality and manage sensitive information with discretion.
Proficiency in financial management tools and software (e.g., QuickBooks, estate planning tools).
Key Attributes
Strategic thinker with attention to detail.
Collaborative and service-oriented mindset.
Problem-solver with the ability to work independently and manage competing priorities.
Compensation & Benefits
Competitive salary commensurate with experience.
Comprehensive benefits package, including health insurance, retirement plans, and performance bonuses.
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