Family Office Manager jobs in United States
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North Bridge Staffing Group · 1 day ago

Family Office Manager

North Bridge Staffing Group is seeking a Family Office Manager to oversee both administrative operations and financial responsibilities. This role involves managing relationships with external partners, handling financial reporting, and supporting philanthropic initiatives.

Human ResourcesStaffing Agency
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Growth Opportunities
Hiring Manager
Karli Dixon
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Responsibilities

Build a strong understanding of the family’s preferences and serve as a trusted point of contact
Handle bill pay, budgeting, and cash reconciliations, including potentially implementing new systems
Coordinate with accountants, attorneys, trustees, and other external partners
Oversee property management and support the coordination of household staff
Partner with a personal assistant to manage errands and logistical needs
Consolidate and monitor investment activity across multiple asset classes
Prepare financial statements, performance updates, and liquidity reporting
Work with external advisors on tax planning and compliance
Track capital calls, distributions, and valuations
Assist with cash-flow planning and scenario analysis
Participate in due diligence for potential investments
Support charitable giving strategies
Assist with operations for a family venture
Help coordinate travel, events, and other personal or family projects

Qualification

Financial ManagementBudgetingInvestment AnalysisProperty ManagementPhilanthropy StrategiesRelationship ManagementProject CoordinationCommunication

Required

Build a strong understanding of the family's preferences and serve as a trusted point of contact
Handle bill pay, budgeting, and cash reconciliations, including potentially implementing new systems
Coordinate with accountants, attorneys, trustees, and other external partners
Oversee property management and support the coordination of household staff
Partner with a personal assistant to manage errands and logistical needs
Consolidate and monitor investment activity across multiple asset classes
Prepare financial statements, performance updates, and liquidity reporting
Work with external advisors on tax planning and compliance
Track capital calls, distributions, and valuations
Assist with cash-flow planning and scenario analysis
Participate in due diligence for potential investments
Support charitable giving strategies
Assist with operations for a family venture
Help coordinate travel, events, and other personal or family projects
Proactive, service-oriented, and equally comfortable with strategic planning and daily execution

Company

North Bridge Staffing Group

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North Bridge Staffing was established in 2002 by Gerrie and Pat Dugan, who believed there was a need to provide customized talent solutions to clients, associates, and candidates.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase