Family Office Specialist

Family Office Specialist
Location: Colorado Springs, CO
Compensation: $70,000-$91,700
What We’re Looking For:

• Associate or bachelor’s degree in accounting
• QuickBooks Certified ProAdvisor (preferred)
• 5 years full-charge bookkeeper w/financial statement preparation
• 5 years payroll preparation and associated filing experience
• 5 years of management/supervisory experience required
• Advanced level of proficiency in Microsoft Office Suite required
• Advanced level of proficiency in QuickBooks required

What You’ll Be Doing:
The Family Office Specialist will be responsible for providing a dedicated solution for the complex management of high-net-worth individuals’ personal and business finances such as bookkeeping, payroll, administrative and clerical support, as well as miscellaneous tasks and projects as requested by clients.

Duties & Responsibilities:

• Serve as primary client contact.
• Provide administrative and bookkeeping support for various Family Office clients which include trusts, estates, partnerships, limited liability companies, S-corporations and private foundations.
• Manage accounting and administrative day-to-day operations of multiple residences and commercial properties; responsible for account payables and receivables; preparation of bank deposits, recording vendor invoices and preparation of checks and wire transfers.
• Interface with vendors and financial institutions on day-to-day transactions; oversee cash management and bank account transactions.
• Reconcile bank, credit card and investment account statements; record journal entries; prepare quarterly and year-end financial statements and other reporting as requested by client or managers/partners.
• Process payroll with minimal supervision; respond to notices from regulatory agencies.
• Assist client and tax team in gathering tax documents needed to file accurate tax returns; coordinate with client and tax team in making quarterly estimated or extension payments.
• Prepare annual Family Office Services engagement letters; coordinate with admin team to deliver to client.
• Train and mentor associate/senior associates on specialization areas.
• Schedules and manages the workload of associates/senior associates.
• Create specialized reports to meet the specific needs of each individual family group.
• Performs other duties as assigned or as requested by client.

Competencies:

• Must be technologically proficient and able to leverage technology to help optimize workflow as well as the client experience.

• Must act with the highest integrity and transparency.
• Ensure exceptional and consistent standards are executed and maintained at the highest level.
• Ability to work in a deadline-driven environment & handle multiple projects/tasks.
• Must be organized and have the ability to set priorities and meet deadlines while working independently.
• Excellent written and verbal communication skills.
• Excellent interpersonal skills and the ability to relate to diverse personalities in a tactful and mature nature.
• Understand and maintain the confidentiality of all information.
• Ability to respond tactfully and professionally in high-demand or stressful situations.

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