Family Office Manager

Family Office Exchange, Inc.; Florida; Hybrid; USD 175,000 - 225,000; Full time

Benefits offered by this job

Excellent benefits

401(k)

Job summary

Mysmartjobboard is seeking a seasoned Family Office Manager to partner with the Managing Director in Palm Beach. This role blends high-touch private service with rigorous operational discipline across residences, aviation, yachting, and luxury assets.

You will independently own projects, vendor coordination, and financial documentation while maintaining discretion and excellent judgment in a private UHNW setting.

Qualifications

• Prior family-office experience is strongly preferred.
• Experience supporting UHNW principals and complex luxury assets.

Responsibilities

• Manage day-to-day family-office operations and administrative workflow.
• Track projects, priorities and deadlines through completion.
• Manage mail, scanning, routing and follow-up.
• Maintain organized digital files and family-office records.
• Coordinate vendors, outside professionals and internal teams.
• Handle gifting and special projects with excellent taste and presentation.
• Liaise with accounting, residential teams, aviation, yacht operations and other stakeholders.
• Assist with expenses, invoices, budgets and financial documentation.
• Provide coverage and continuity when the Managing Director travels.
• Prepare correspondence, presentations, reports and executive materials.
• Research and execute special projects.
• Assist with coordination across multiple residences and family assets.
• Travel occasionally to other family properties.

Skills

Strong financial literacy

Excellent judgment

Discretion

Polished communication

Project management

Organization

Independent worker

Tools

Microsoft Office

SharePoint

ADP

Job description

Family Office Manager

Palm Beach, Florida $175,000–$225,000 + Benefits

A sophisticated private family office is seeking an experienced Family Office Manager to work closely with its Managing Director in Palm Beach.

This is an operational role for someone who understands how a well-run family office functions and can independently take ownership of projects, administration, vendors, information flow and the many details that support a complex UHNW family. The portfolio includes multiple residences and other luxury assets, including private aviation and yachting.

The ideal candidate is highly capable but low-key, intuitive and flexible. They have excellent judgment, strong financial literacy and the ability to move between a significant family-office project and a highly personal request without missing a beat.

Responsibilities

• Manage day-to-day family-office operations and administrative workflow.
• Track projects, priorities and deadlines through completion.
• Manage mail, scanning, routing and follow-up.
• Maintain organized digital files and family-office records.
• Coordinate vendors, outside professionals and internal teams.
• Handle gifting and special projects with excellent taste and attention to presentation.
• Liaise with accounting, residential teams, aviation, yacht operations and other stakeholders.
• Assist with expenses, invoices, budgets and financial documentation.
• Provide coverage and continuity when the Managing Director travels.
• Prepare correspondence, presentations, reports and executive materials.
• Research and execute special projects.
• Assist with coordination across multiple residences and family assets.
• Travel occasionally to other family properties.
• Provide flexibility during family travel and occasional weekend needs.

Qualifications

• Prior family-office experience is strongly preferred.
• 7+ years of relevant executive/family-office operations experience.
• Experience supporting UHNW principals and complex luxury assets.
• Strong financial literacy.
• Exceptional organization and follow-through.
• Strong project-management skills.
• Excellent judgment and discretion.
• Polished communication and an understanding of luxury service standards.
• Proactive, intuitive and comfortable working independently.
• Flexible, coachable and calm in a fast-moving environment.
• Strong Microsoft Office and SharePoint skills; ADP experience helpful.
• Comfortable with both Mac and PC.

Schedule

• Full-time, Monday–Friday
• Hybrid schedule with 2–3 days per week in the Palm Beach office.
• Flexibility for occasional early mornings, evenings or weekends as required.
• Some travel to other family properties may be required.

Compensation:

• $175,000 - $225,000, commensurate with experience, excellent benefits and 401(k)