What are the responsibilities and job description for the Senior Financial Administrator position at Tarbox Family Office, Inc.?
About Tarbox Family Office, Inc.
We are a boutique, independent Registered Investment Advisor (RIA) providing comprehensive wealth management services to ultra-high-net-worth families and trustee services to select clients. Our team delivers personalized solutions in financial planning, investment management, and family office services to help clients navigate the complexities of wealth.
We are seeking an experienced professional to join our team as a Senior Coordinator – Family Office Services. In this role, you will work directly with the CEO and other firm principals to support our clients in managing their financial affairs.
Responsibilities:
- Support trustee work by coordinating trustee responsibilities, maintaining records, and liaising with attorneys, CPAs, and other advisors.
- Supervise and review financial reports to ensure accuracy in accounting for family entities, trusts, and personal finances.
- Perform rental property accounting and bill pay function to ensure timely and accurate execution of financial obligations.
- Act as a key point of contact for high-net-worth families, handling financial and administrative matters with discretion.
- Maintain organized documentation related to trusts, family office structures, and regulatory compliance requirements.
