Family Office Operations Manager

The Quest Organization; Stamford (CT); On-site; USD 120,000 - 160,000; Full time

Job summary

The Quest Organization in Stamford, CT, seeks an experienced Family Office Operations Manager to oversee day‑to‑day operations for a high‑net‑worth family and related entities. This role handles budgeting, cash flow, reporting, and administrative workflows, with responsibility for multiple residences and executive support tasks.

Ideal candidates have 5+ years in family office or executive support roles, strong financial and organizational skills, and proficiency with MS Office and QuickBooks.

Qualifications

• Bachelor’s degree preferred.
• 5+ years of experience in a family office, private office, business management, or executive support environment.
• Experience supporting high‑net‑worth individuals or family‑owned businesses.
• Strong financial, organizational, and project‑management skills.
• Proficiency with Microsoft Office, QuickBooks, and financial systems.
• Excellent communication skills and the ability to manage multiple priorities.

Responsibilities

• Oversee daily family office operations, including budgeting, cash flow, bill pay, and expense management.
• Coordinate with accountants, attorneys, wealth advisors, and other trusted advisors.
• Manage financial reporting, banking relationships, contracts, invoices, and vendor agreements.
• Support operations across multiple family‑owned entities and drive process improvements.
• Maintain records, compliance documentation, and administrative workflows.
• Coordinate multiple residences, including maintenance, renovations, vendors, and household staff.
• Manage travel, calendars, events, philanthropic initiatives, and other executive support needs.

Skills

Financial management

Organizational skills

Project management

Education

Bachelor’s degree preferred

Tools

Microsoft Office

QuickBooks

Financial systems

Job description

Family Office Operations Manager

A private family office is seeking an experienced Family Office Operations Manager to oversee the day‑to‑day operations of a high-net‑worth family and its related entities. This is a highly visible role responsible for financial administration, business operations, property oversight, and executive support.

Responsibilities

• Oversee daily family office operations, including budgeting, cash flow, bill pay, and expense management.
• Coordinate with accountants, attorneys, wealth advisors, and other trusted advisors.
• Manage financial reporting, banking relationships, contracts, invoices, and vendor agreements.
• Support operations across multiple family‑owned entities and drive process improvements.
• Maintain records, compliance documentation, and administrative workflows.
• Coordinate multiple residences, including maintenance, renovations, vendors, and household staff.
• Manage travel, calendars, events, philanthropic initiatives, and other executive support needs.
• Handle confidential matters with professionalism, discretion, and sound judgment.

Qualifications

• Bachelor’s degree preferred.
• 5+ years of experience in a family office, private office, business management, or executive support environment.
• Experience supporting high‑net‑worth individuals or family‑owned businesses.
• Strong financial, organizational, and project‑management skills.
• Proficiency with Microsoft Office, QuickBooks, and financial systems.
• Excellent communication skills and the ability to manage multiple priorities.