EXECUTIVE ASSISTANTJob Description The Executive Assistant is an integral part of a dedicated and highly skilled team, responsible for providing outstanding customized service to our Clients. Maintaining a high level of Client satisfaction is critical to the success of this position. The individual in this role is responsible for p...
FAMOFC is a small family office located in Tucson Az whose business is to provide family members, a private family trust company (PTC), and foundation with accounting, tax compliance, cash flow management, and bill pay services. The position has broad responsibilities, flexible schedule, and interfaces closely with family members.&n...
VICE PRESIDENT, SENIOR WEALTH ADVISORAs the primary professional responsible for managing Ultra-High-Net-Worth (UHNW) client relationships, the position is a critically important role. The Senior Wealth Advisor provides sophisticated trust and financial advice and other fiduciary and wealth management services to some of the firm’s largest and most...
Company OverviewBased in Bayport, Minnesota, SRI is a private family office providing professional integrated philanthropic, financial, and individual services to its clients along with traditional wealth management services.SRI was created in 1996 by Christine and Sarah Andersen to promote their mutual interest in philanthropy – ...
JOB TITLE: Manager, Talent Acquisition & Development SUMMARY: This role will develop, implement, and manage our recruitment strategy and processes, new employee induction program as well as our employee learning & development capabilities. REPORTS TO: Senior Director, Human Resources DUTIES AND RESPONSIBILITIES:This is a new role...
JOB TITLE: Director, Family Engagement & Learning LOCATION: Chicago, Illinois (willing to accommodate relocation) SUMMARY: We are seeking a learning & solutions oriented senior professional to be responsible for the design and implementation of best-in-class family engagement initiatives, with a heavy focus on communications, lea...
Cozen O'Connor and its HomeBase Family Office affiliate is seeking an individual to perform bill pay functions for firm clients. You will be expected to develop and maintain subject matter expertise and best practices standards in the performance of these duties, as defined by HomeBase and our clients. This position is full-time and...
Provides advisory-based planning and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an understanding of and care for the client through proactive delivery of holistic advice and solutions designed to meet the client’s specific fina...
OverviewBPM is a single family office that provides support to a number of properties with both domestic and international locations. We seek a dedicated IT Support Engineer to provide technical support to our user population which includes both private residences and commercial operations. The ideal candidate will provide support for user desktop,...
CLIENT Our client family, the H.J. Russell Family Office (“Family”) is headquartered in Atlanta and is a well-established office serving the business and investment enterprises of a significant, multi-generational family with over 60 years of impactful, mission-based involvement in the broader Atlanta community. The founding patriarch, Herman J...
This is an opportunity to join a dynamic team supporting a philanthropically-minded Ultra-High-Net-Worth family in a Single Family Office (SFO). The objective of our SFO is implementing efficient processes that allow the Principals to pursue their highest purposes, including transforming mental health outcomes through their philanthropic work as we...
Job Summary:An established, multi-generational single family office is seeking a Senior Accountant to join the current staff of five at its office in Lake Geneva, Wisconsin. The Senior Accountant is responsible for (i) helping manage core finance & accounting, wealth management, tax planning, and risk management processes (ii) supporting ...
CLIENT SERVICE MANAGEROUTSTANDING CAREER OPPORTUNITYIN THE FAMILY OFFICE INDUSTRY Johnson Keland Management, Inc. has an outstanding opportunity for a full-time Client Service Manager to join our team in Racine, WI.This client-facing role serves as a relationship manager and an “expert generalist” to assigned clients, providing bot...
ACCOUNTANT/BOOKKEEPEROUTSTANDING CAREER OPPORTUNITY IN THE FAMILY OFFICE INDUSTRYJohnson Keland Management, Inc. has an outstanding opportunity for an accountant/bookkeeper to join our team in Racine, WI. (The title of this position is Client Representative.) This is a full-time, on-site position that will work at our company office in Racine, Mond...
Adminstrative Assistant - BookkeeperA small family office is seeking a detail oriented candidate who is able to multitask. The right person will handle travel, scheduling, ordering and mailing projects. They will be proficient in using Word, Excel and FoxPro. They will also prepare deposits and other lite ...