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Executive Assistant - San Mateo, United States
This is an opportunity to join a small, dynamic team supporting a philanthropically-minded Ultra-High-Net-Worth family in a newly founded Single Family Office (SFO) in San...
Senior Accountant - Keene, United States
Description The Senior Staff Accountant is responsible for developing financial statements, cash management, adhering to a strong environment of internal control and internal...
Investment Operations Specialist - St Louis, United States
Job Summary A St. Louis based; multi-generational, single-family office seeks an Investment Operations Specialist to join the Office’s Finance Team. The position includes a...
Executive Assistant to the CEO - Bergen County, United States
Principal Responsibilities: Serve as a liaison between the CEO and the firm’s associates. Answer and screen incoming calls. Determine the nature and urgency of the calls and...
Concierge Services Team Member - Chicago, United States
DESCRIPTION The firm operates as a single-family office serving a multi-generational Chicago real estate family. The office acts as the investment advisor to a private trust...