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Forge Search · 2 weeks ago

Private Assets and Estates Manager

Charlotte, NC

Full-time

Onsite

Mid Level

Forge Search is partnering with a well-established family in Charlotte, NC to find a highly organized Private Assets and Estates Manager. The individual will manage a portfolio of properties and assets, ensuring meticulous tracking of warranties, contracts, and financial reporting while maintaining confidentiality and precision.

ConsultingHuman ResourcesRecruiting

Hiring Manager

Emily Bruce

Responsibilities

Track and maintain warranties, service agreements, vendors, and contracts across multiple properties and assets

Maintain current vehicle equipment documentation and organization

Maintain a detailed and comprehensive inventory of assets, including real estate, vehicles, investments, and other assets

Regular review and negotiation of contracts for utilities

Oversee insurance coverage and security systems for multiple properties

Manage accounting functions such as accounts payable/receivable, payroll, and bank and credit card reconciliations

Record transactions in accounting software for tracking and transparency. Track income and expenses across businesses and investments

Serve as a liaison between family attorneys and accountants on legal and financial matters

Provide regular updates on company investments

Qualification

Financial accountingQuickBooksAccounting functionsBachelor’s degreeProactive mindsetOrganizational skillsCommunication skillsAttention to detailInterpersonal skills

Required

Bachelor's degree in Accounting, Business Administration or a related field

Exceptional organizational skills and meticulous attention to detail

A strong background in financial accounting or bookkeeping with proficiency in software such as QuickBooks, Excel, or similar

The ability to handle sensitive information with discretion and maintain the highest level of confidentiality

A proactive mindset to anticipate needs, solve problems, and prioritize responsibilities

Strong communication and interpersonal skills

Company

Forge Search

Forge is a people-first professional recruiting firm that equips growing companies and candidates to succeed in an evolving world.

Founded in 2021

Greenville, South Carolina, USA

2-10 employees

https://www.forgesc.com

Funding

Current Stage

Early Stage

Leadership Team

Rhiannon Poore

Founder & CEO

Company data provided by crunchbase