Family Office Financial Reporting and Operations Specialist

Key Responsibilities

• Maintain wealth management reporting systems
  including preparation of financial, analytical, and performance reports
• Set-up, funding, and coordinator for investments and bank/brokerage accounts
• Serve as office point-of-contact and collaborate with financial, legal and real estate partners
• Provide executives with administrative support
• Office management tasks as needed
• Assist with investment and stock analysis
• Key Requirements & Skills
• Bachelor’s degree (preferably in Business, Accounting, or Finance)
• Proficient with Microsoft Office (expert Microsoft Excel skills) and QuickBooks
• Highly trustworthy and dependable
• Analytical mind-set and mathematically competent
• Ultra-high attention to detail, problem solver, and intellectually curious
• Adhere to the highest level of confidentiality
• Other Important Personal Attributes
• The ability to prioritize assignments and experience balancing multiple projects at one time
• The ability to work independently and effectively manage their time
• Strong interpersonal skills with an approachable and professional demeanor
• Outstanding organization skills
• Excellent verbal and written communication skills
• Must be currently authorized to work in the United States on a full-time basis.
• Role will be mostly 4 days in Newport Beach and one day remote work. Candidates should live in a commutable distance to Newport Beach.
• Interested applicants should submit their resume and a cover letter.
• Starting Salary $70k plus benefits, including paid holidays, vacation, medical insurance