Family Office Manager

Crawford Thomas Recruiting; Columbus (OH); Presencial; USD 90 000 - 105 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

PTO

Sick Time

Fully in-office position

Resumo da oferta

Crawford Thomas Recruiting is seeking a Family Office Manager in Columbus, OH, to provide financial and administrative leadership for a private ownership family. This in-office role oversees personal finances, investments, insurance, real estate, tax planning, and related administrative duties.

The ideal candidate brings solid financial experience, discretion, and a service-oriented approach, with strong communication and organizational skills.

Qualificações

• 3+ years experience as an Executive Assistant
• Some accounting experience strongly preferred
• Previous real estate experience is a plus
• Strong organizational skills and attention to detail
• Excellent judgment, discretion, and ability to handle highly confidential information
• Ability to work independently and serve as a trusted resource to ownership
• Strong communication and relationship-management skills
• Must be comfortable working fully in office

Responsabilidades

• Manage personal accounting, cash management, and bill payments
• Oversee financial matters, investments, trusts, and related assets
• Manage the family’s insurance portfolio and assist with risk exposure
• Support tax planning strategies and financial efficiencies
• Oversee real estate assets and related financial matters
• Review and coordinate contracts and agreements
• Manage HR-related matters and family administrative needs
• Coordinate technology, healthcare, and natural disaster preparedness needs
• Manage philanthropic gifting and related activities
• Serve as a trusted liaison with external banking, legal, tax, and healthcare professionals
• Work closely with and provide oversight in coordination with the operating companies’ CFO
• Identify and implement opportunities for cash and operating efficiencies

Conhecimentos

Executive Assistant experience

Accounting experience

Real estate experience

Organizational skills

Discretion and judgment

Independent work

Communication skills

Relationship management

In-office work

Descrição da oferta de emprego

Family Office Manager

Location: Columbus, OH (Fully in-office)

Schedule: Monday–Friday | 9:00 AM–5:00 PM

Salary: $90,000–$105,000

Benefits: PTO, Sick Time

Position Overview

We are seeking a Family Office Manager to provide financial and administrative leadership supporting a private ownership family and the preservation and efficient management of their assets.

This is a high-trust, in-office position responsible for overseeing personal financial matters, assets, investments, insurance, real estate, tax-related planning, and other family office needs. The ideal candidate brings strong financial experience, sound judgment, discretion, and a service-oriented approach.

What You’ll Do

• Manage personal accounting, cash management, and bill payments
• Oversee financial matters, investments, trusts, and related assets
• Manage the family’s insurance portfolio and assist with risk exposure
• Support tax planning strategies and financial efficiencies
• Oversee real estate assets and related financial matters
• Review and coordinate contracts and agreements
• Manage HR-related matters and family administrative needs
• Coordinate technology, healthcare, and natural disaster preparedness needs
• Manage philanthropic gifting and related activities
• Serve as a trusted liaison with external banking, legal, tax, and healthcare professionals
• Work closely with and provide oversight in coordination with the operating companies’ CFO
• Identify and implement opportunities for cash and operating efficiencies

What You’ll Bring

• 3+ years Experience working as an Executive Assistant
• Some accounting experience strongly preferred
• Previous real estate experience is a plus
• Strong organizational skills and attention to detail
• Excellent judgment, discretion, and ability to handle highly confidential information
• Ability to work independently and serve as a trusted resource to ownership
• Strong communication and relationship-management skills
• Must be comfortable working fully in office

Compensation & Benefits

• $90,000–$105,000 salary
• PTO
• Sick time
• Monday–Friday, 9:00 AM–5:00 PM
• Fully in-office position
• No overtime

Why Join?

• Serve in a high-trust, highly visible role supporting a private ownership family
• Have direct responsibility across financial, investment, insurance, real estate, and administrative matters
• Work closely with experienced CPA, banking, legal, tax, and financial professionals
• Play a key role in protecting assets while identifying opportunities for greater efficiency