Oxford Financial Group, Ltd. · 6 days ago
Private Family Services of Oxford Coordinator
Carmel, IN
Full-time
Onsite
Mid Level
3+ years expOxford Financial Group, Ltd. is seeking a Private Family Services Coordinator to manage comprehensive back office services for clients, including financial reporting and bookkeeping. The role involves handling client requests, maintaining records, and assisting with tax information accumulation.
ConsultingFinancial ServicesWealth Management
Hiring Manager
Lynn Russell
Responsibilities
Pays bills and prepares comprehensive financial reporting packages
Reviews invoices for accuracy and verify new vendors with client
Pays bills for family members in a timely manner
Maintains and reconciles checking accounts
Prepares monthly bill paying report summaries as part of comprehensive reporting packages
Prepares financial reports as needed
Develops and maintains detailed records and filing system for accounts
Maintains family gifting donation reports
Assists with accumulating tax information
Prepares various reports for Accountant on a quarterly and annual basis
Develops and maintains records and reports for all family entities
Pays bills
Works with Client Services and other FOS Operations Associates to assist with client reports, and communications
Accumulates and provides related tax information to Client Service
Handles other client requests
Attends client meetings if necessary
Composes and sends letters as needed
Coordinates maintenance of client homes as needed
Researches and answers related questions
Handles travel arrangements as needed
Maintains vital information sheets
Payroll, as needed
Develops and maintains records for charitable entities if services requested by client
Acknowledges charitable requests and requests donation confirmation letters
Handles certain required administrative tasks, attends various required internal meetings and participates in various training sessions for continuous technical development workload priorities
Completes TimeTracker entries timely and accurately
Reads, handles and responds to email and voicemail messages
Attends team and firm meetings
Strives to increase technical skills
Stays current with technical developments
Approaches learning opportunities with enthusiasm
Performs other duties as assigned
Qualification
Required
Previous experience supporting a c-suite level executive a minimum of three to five years of relevant work experience
Ability to interpret/analyze data and accurate attention to detail at a fast pace
Must have a professional demeanor with the utmost respect for confidential matters is required
Privacy/security is the number one priority of the clients
Must be able to work independently and in a team environment
Work with both PFS coworkers/team and client's other employers/team
Computer proficiency in Excel, Quicken, Outlook, Word and Quick Books
Technologically and program resourceful
Strong analytical skills
Must have excellent written and verbal communication skills with strong interpersonal skills
Must be detail oriented with excellent organizational skills
Must have ability to multi task
Must have ability to work in a high stress, faced paced environment
Must have a strong work ethic with a positive attitude
Sense of urgency ability to read a room
Privacy and resourcefulness – even rotating priority list – being flexible is key
Preferred
Previous experience in payroll and accounting
Company
Oxford Financial Group, Ltd.
Oxford is one of the largest independent RIA firms in the country with oversight of more than $38 billion in assets under advisement* (which includes assets under management).
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Catherine Farley
Chief Administrative Officer (CAO) and Chief Financial Officer (CFO)
Sue McMillen, SPHR, CEBS, SHRM-SCP
Vice President, Chief Talent Officer
Recent News
2025-12-12
Business Wire
2025-10-22
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