Job Posting: Financial Family Office Assistant (Full-Time)
Location: North Palm Beach FL
Employment Type: Full Time in Office
About Us:
We are a single-family office seeking a detail-oriented and proactive Financial Family Office Assistant to join our team. This role offers a unique opportunity to provide critical financial and administrative support while working in a collaborative, fast-paced environment. If you thrive on organization, confidentiality, and delivering solutions, we'd love to hear from you!
What You'll Do:
As a Financial Family Office Assistant, you'll play a key role in ensuring seamless financial operations and household administration. Your responsibilities will include:
- Managing bill payments and other finance-related household tasks, maintaining organized files.
- Preparing and updating Excel-based financial reports with accuracy and clarity.
- Supporting tax processes by coordinating schedules, processing payments, and keeping meticulous records.
- Maintaining supporting schedules, work papers, and both electronic and paper filing systems.
- Assisting with estate planning tasks and special projects tailored to the family's needs.
- Tracking and documenting the family's philanthropic activities.
- Conducting research and analysis to support financial decision-making.
- Liaising with payroll services and employee benefit providers for smooth coordination.
- Reconciling monthly investment accounts and analyzing financial data (taxes, investments, forecasts vs. actuals).
What We're Looking For:
The ideal candidate brings a blend of technical expertise, discretion, and a proactive mindset. You'll need:
- Proven bookkeeping and accounting skills with a keen eye for detail.
- Proficiency in QuickBooks, including check preparation and bank reconciliations.
- Strong command of Microsoft Office Suite (Word, Excel, etc.) for reporting and analysis.
- A commitment to strict ethical standards, confidentiality, and discretion.
- Excellent analytical and problem-solving abilities, with a solutions-oriented approach.
- A self-starter attitude-someone who anticipates needs and takes initiative.
Why Join Us?
This full time role offers flexibility, negotiable benefits, and the chance to work closely with a dedicated team supporting a single-family office. You'll have the opportunity to make a tangible impact while growing your skills in financial administration and family office operations.
How to Apply:
Ready to bring your skills to our team? Please submit your resume to: Destiny.Ziarkowski@cybercoders.com Tell us why you're a great fit and how your experience aligns with our needs. Looking forward to hearing from you.
Benefits
-Full Benefits: Medical, Dental, Vision
-PTO: 2 weeks starting
-Laid back office environment
-401k Match
For this position you must be currently authorized to work in the United States. We do not sponsor for this position.
Destiny Ziarkowski is recruiting for this position and the positions below.
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