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Family Office Administrator

  • Date Posted January 10, 2020
  • Location Boston, MA
  • Job Type Direct
  • Job ID 14824

Family Office Administrator – Boston, MA

Our client, an investment management firm with their office located in Back Bay, is in search of an organized, articulate Administrator to assist full-time with the operations of their Family Office. This is a hybrid role, combining basic to intermediate financial planning, executive administrative and family foundation management duties.

Responsibilitiesinclude but are not limited to:

  • Calendar management, scheduling meetings and coordinating travel arrangements
  • Expense reporting, categorizingand tracking
  • Tracking tax documentation, including K-1s and SEC filings
  • Maintaincharitable foundation donations, acknowledgment receipts and confirmation letters
  • Coordinate processing for annual tax filings
  • Reconcile bank accounts, handle bill pay and bank deposits, for personal accounts, the family-owned corporate entityand the family foundation

Qualifications:

  • Bachelor's Degree required
  • Experience in financial setting preferred
  • At least 5 years' experience asExecutive Assistantor Personal Assistant
  • Family Office/High Net Worthexperience a huge plus

Interested and qualified candidates should contact Lianne at lklopfer@daleyaa.com directly to be considered.

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