Assistant Director, Family Office

The Quest Organization; Washington (District of Columbia); On-site; USD 110,000 - 170,000; Full time

Job summary

The Quest Organization in Washington, DC seeks an Assistant Director, Family Office to support the Managing Director in overseeing financial, operational, and administrative functions for a high-net-worth family.

You will coordinate accounting, legal, tax, estate planning, investments, and philanthropy, manage confidential documentation, and collaborate with attorneys, accountants, banks, and advisors to ensure timely delivery.

Qualifications

• Bachelor's degree required.
• 3+ years of Family Office experience or comparable experience supporting high-net-worth families or executives with exposure to real estate, legal, tax, accounting, or investment activities.
• Advanced Microsoft Office skills, particularly Excel.
• Strong accounting or legal aptitude preferred.
• Excellent organizational, project management, communication, and analytical skills.
• Ability to handle highly confidential information with professionalism and discretion.

Responsibilities

• Support the day-to-day operations of the Family Office.
• Coordinate with attorneys, accountants, banks, investment advisors, and other professional service providers.
• Track projects, deadlines, compliance requirements, and deliverables.
• Manage spreadsheets, project trackers, reports, and confidential documentation.
• Assist with contracts, billing, document execution, and notarization.
• Support special projects and cross-functional initiatives.
• Help oversee family assets, insurance matters, trusts, and other administrative functions.
• Partner with Family Office staff to ensure seamless execution of priorities.

Skills

Advanced Excel

Project management

Communication

Analytical skills

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Assistant Director, Family Office Single Family Office is seeking an Assistant Director, Family Office to support the Managing Director in overseeing the financial, operational, and administrative functions. You would assist in managing the family's assets and coordinate accounting, legal, tax, estate planning, investment, and philanthropic activities.

Responsibilities

• Support the day-to-day operations of the Family Office.
• Coordinate with attorneys, accountants, banks, investment advisors, and other professional service providers.
• Track projects, deadlines, compliance requirements, and deliverables.
• Manage spreadsheets, project trackers, reports, and confidential documentation.
• Assist with contracts, billing, document execution, and notarization.
• Support special projects and cross-functional initiatives.
• Help oversee family assets, insurance matters, trusts, and other administrative functions.
• Partner with Family Office staff to ensure seamless execution of priorities.

Qualifications

• Bachelor's degree required.
• 3+ years of Family Office experience or comparable experience supporting high-net-worth families or executives with exposure to real estate, legal, tax, accounting, or investment activities.
• Advanced Microsoft Office skills, particularly Excel.
• Strong accounting or legal aptitude preferred.
• Excellent organizational, project management, communication, and analytical skills.
• Ability to handle highly confidential information with professionalism and discretion.