What are the responsibilities and job description for the Personal CFO position at Family?
Job Description
Job Description
A successful and dynamic individual is seeking a detail-oriented and trustworthy Personal Financial Assistant to manage and organize personal finances, including credit card expenses, travel coordination, asset management, and liabilities. This role requires exceptional organizational skills, financial acumen, and the ability to handle sensitive information with the utmost discretion.
Key Responsibilities :
Credit Card Management :
Review, categorize, and reconcile monthly credit card statements.
- Monitor expenses, flag discrepancies, and ensure timely payments.
- Provide detailed monthly expense reports and analysis.
Travel Coordination :
Manage complex travel itineraries, including flights, accommodations, and transportation.
Asset and Liability Management :
Maintain records of personal assets, including real estate, investments, vehicles, and collectibles.
Administrative Support :
Assist with budgeting and cash flow management.
Qualifications :
Compensation :
Company Description
Work in a family office
Company Description
Work in a family office
