Location
Santa Fe, NM | United States
Job description
LHH is seeking an Office Manager for a family office client in Santa Fe, NM. This opportunity is direct hire opportunity. In this role, you will manage the overall office operations. You will be responsible for any matter involving financial, legal, insurance, tax, household, or philanthropic issues. For the right candidate our client will offer relocation assistance. Read below to find out more and apply online if you are interested!
Responsibilities: - Provide assistance in preparing financial statements, investment analysis reports, cash flow analysis reports, and additional reporting as needed
- Assist in the coordination of travel arrangements for office travel
- Handle financial and accounting transactions for individual, trust, non-profit, and other entities
- Estimate tax calculations & payments
- Facilitate tax preparation & planning by maintaining an effective business relationship with third party individuals
- Assist with investment, philanthropic, and estate planning services with third party individuals
- Administer payment of private investment capital calls
- Prepare subscription documents for new private investments
- Manage family affairs by coordinating with family members directly
- Oversee management and accounting of domestic & foreign real properties by working with residential staff, vendors, and outside property managers
- Manage small staff
- Maintain strict confidentiality
Qualifications: - Bachelor’s degree in relevant field
- At least 7 years of experience in a similar capacity (family office, wealth management, asset management)
- Experience working with a CPA firm
- Previous knowledge analyzing investment portfolios
- Proficient in MS Office
- Previous use of accounting software
Benefits Provide, Salary DOE Apply now for this Family Office Manager position! For quicker response contact
[email protected]. View all open positions on Apply now and submit your resume to be considered. Thank you!
Pay Details: $1.00 per year
Search managed by: Megan McQuay
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to
The Company will consider qualified applicants with arrest and conviction records subject to federal contractor requirements and/or security clearance requirements.
Job tags
Salary
