Family Office Manager

Description

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As a member of the professional client service team, the Family Office Manager is responsible for managing multiple client engagements simultaneously and works with staff to coordinate workflow. A Manager develops and coaches staff, and establishes relationships to develop new business for the Firm.

• Assumes full responsibility for managing and supervising engagements and special assignments. Reviews supporting staff’s work for accuracy.
• Assists with the entering, reconciling and reporting of various investment strategies; reviews bank and brokerage statements for accurate reconciliations and expected activity; reviews deposit logs to confirm proof of deposit to appropriate account. Responsible for maintaining the accounting functions of the client and their various entities.
• Demonstrates a high level of technical proficiency. Keeps informed of current technical developments and pending matters important to the Firm, the profession and clients.
• Participates in the supervision, training and development of less experienced staff.
• Supports department staffing efforts by providing feedback on applicants, participation in conducting interviews and the overall hiring process.
• Recognizes non-routine accounting, investment and tax problems in client operations and after researching develops recommendations for solutions with appropriate personnel.
• Monitors the realization of engagements and pursues strategies to provide satisfactory engagement economics without sacrificing quality.
• Provides training and leadership to motivate and develop staff assigned on the engagement team.

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