Family Office Concierge

Description

Family Office Concierge

Portland, OR

Geffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client-centric ethos and unwavering commitment to our team members. We provide a full suite of professional services, including Accounting, Assurance, Business Consulting, Business Valuation, Data and Analytics, Litigation Support, Family Office, Transaction Services, and full-service Tax planning, spanning several industries.

Our Family Office Services group is seeking an enthusiastic and detail-oriented individual to join our small, tight-knit team. We provide customized day-to-day administration and oversight of high-net-worth individual and families' financial affairs. We see ourselves as an extension of our clients, offering a wide range of services that include bill pay and bookkeeping for individuals and their businesses, accounting and advisory services, trust and estate oversight, assistance with philanthropic efforts, and educating the next generation on the family’s wealth and legacy.

As a concierge in the Family Office Services group, you will play a crucial role in managing a wide range of personal and professional tasks for our high-net-worth clients' personal and financial affairs to ensure the smooth operation of the family’s daily life and business affairs. Your role would encompass a wide range of responsibilities that could include things like managing schedules across multiple time zones, coordinating domestic and international travel arrangements, organizing events and appointments, assisting with personal errands, providing administrative support like filing, document preparation, and bill pay/booking, and handling sensitive information with the utmost discretion and confidentiality.  You will serve as a primary point of contact, interfacing with clients, their professional advisors, and vendors to ensure seamless service delivery and maintain the highest standards of quality.

Requirements

What you’ll be doing

• Serve as a trusted extension of our high-net-worth clients, providing exceptional service to them and their professional network, including vendors, CPAs, attorneys, and investment advisors.
• Provide an array of high-touch personal tasks for clients depending on their needs, delivering in a timely fashion.
• Manage sophisticated accounts payable and bookkeeping processes for diverse clients, encompassing personal finances, businesses, and trusts.
• Maintain comprehensive financial information and schedules tailored to each client's unique financial landscape.
• Assist with the maintenance of a group email inbox, digital filing system, and workflow and task management system to ensure seamless support for both clients and team members.
• Play a key role in tax preparation by crafting detailed workpapers, including financial statements, charitable giving summaries, debt amortization schedules, and property improvement basis reports.
• Work with the Family Office Practice Lead to develop networking strategies and build professional connections, conduct initial client outreach and preliminary relationship building, and assist with proposals to demonstrate unique value proposition.
• Participate in the onboarding process for new clients, establishing strong relationships and setting the foundation for exceptional service.
• Identify opportunities for process improvement and implement best practices across the team.
• Mentor and develop junior team members, providing guidance and fostering their professional growth.

What makes you a fit

• Exceptional client service orientation with a commitment to exceeding expectations and creating positive experiences for both internal and external stakeholders.
• Proactive problem-solving skills and innovative approach to client needs.
• Strong commercial judgement and decision-making abilities.
• Experience with QuickBooks Online and basic bookkeeping and bill pay.
• Exceptional organizational and time management skills.
• Prior experience in a professional services environment.
• Excellent teamwork skills balanced with the ability to work independently, manage multiple high-priority projects simultaneously while maintaining attention to detail.
• Unwavering commitment to maintaining the highest standards of professionalism and client confidentiality.
• Outstanding communication skills, with the ability to interact effectively with executive-level clients, colleagues, and external professionals.
• Proactive problem-solving skills and the ability to think strategically about client needs and service improvements.
• Demonstrated success in building and maintaining long-term client relationships.
• High school diploma or general education degree (GED), three to five years of experience in a similar role or equivalent combination of education and experience. 

Why you should join our team

Shameless plug(s): we are in the top 1% of CPA firms in the U.S. We are also consistently ranked among the Most Admired Companies by the Portland Business Journal.

Culture: Just like we believe in fostering strong, lasting partnerships with our clients, we do the same for our team members. We are a mid-sized firm with a small firm feel. Our shareholders are humble, down-to-earth humans who hire and support motivated and resourceful people and provide opportunities to lead successful personal and professional lives. We provide ample growth opportunities whether you are starting as an intern, or you are a seasoned manager.

We value our people and strive to create a supportive, inclusive culture: Diversity Equity Inclusion (DEI) Committee, Women’s Leadership Initiative (WLI), Working Moms Group, Advisor Program, and Leadership Development Program (LDP).

We give back to our communities. Today, our team supports more than 80 charitable organizations by serving on boards of directors, making charitable donations, and volunteering our time. In addition to our extensive organizational involvement, we close our office for one day each year and volunteer directly in the community.

Benefits & Perks: We offer a comprehensive benefit package to help protect your personal and financial health and that of your family. At Geffen Mesher, we offer a generous 401k and profit-sharing plan. We’ll cover 100% of your individual monthly medical premium costs and provide paid parental leave.  Generous PTO and paid holidays come with the gig as well!