Elite Family Office Coordinator – Finances, Travel & Concierge

ADP, Inc.; Cincinnati (OH); Presencial; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

ADP, Inc. in Cincinnati, OH seeks a Private Family Services Coordinator to provide comprehensive back-office financial operations for ultra-high-net-worth clients.

You will manage bill pay, bookkeeping, and reporting, plus travel and household coordination, while maintaining client confidentiality and cross-functional collaboration. Ideal candidates hold a bachelor’s in accounting or related field and have 3–5 years supporting C-suite executives.

Formación

• Bachelor’s degree in accounting, business administration or related field preferred.
• Experience supporting a C-suite level executive a minimum of 3–5 years of relevant work experience.
• Must have strong computer skills including Microsoft Office products; Quicken, Quick Books experience preferred.
• Experience with charitable foundations or donor-advised funds a plus.
• Excellent written, verbal and interpersonal communication skills; able to interact effectively with internal and external stakeholders.
• Highly organized and detail‑oriented; able to manage multiple priorities, tasks and deadlines concurrently.

Responsabilidades

• Review invoices for accuracy and verify new vendors with client.
• Process payments for family members with precision and timeliness.
• Maintain and reconcile all checking accounts.
• Prepare monthly bill payment summaries integrated into comprehensive reporting packages.
• Generate financial reports tailored to client needs and specifications.
• Develop and maintain detailed records and filing system for accounts.
• Track and document family gifting donations.
• Compile quarterly and annual financial reports for client accountants.
• Manage bill payment across multiple family entities.
• Collaborate with Client Services and other Family Office Services Technical teams to ensure seamless client communications and reporting.
• Gather and organize ta documentation for Client Services team.
• Draft and send correspondence letters as needed.
• Coordinate property maintenance and household management services.
• Research solutions to client inquiries.
• Arrange travel arrangements as needed.
• Maintain current records of client information and preferences.
• Acknowledge charitable requests and requests donation confirmation letters.
• Perform other duties as assigned to support team objectives and client needs.

Conocimientos

C-suite support

Financial operations

MS Office

Quicken/QuickBooks

Discretion & confidentiality

Communication skills

Organization & multitasking

Educación

Bachelor’s degree in accounting or related field

Herramientas

Microsoft Excel

Quicken

QuickBooks

Descripción del empleo

ADP, Inc. in Cincinnati, OH seeks a Private Family Services Coordinator to provide comprehensive back-office financial operations for ultra-high-net-worth clients.

You will manage bill pay, bookkeeping, and reporting, plus travel and household coordination, while maintaining client confidentiality and cross-functional collaboration. Ideal candidates hold a bachelor’s in accounting or related field and have 3–5 years supporting C-suite executives.