Family Office Supervisor

Klassic Recruitng; West Palm Beach (FL); On-site; USD 80,000 - 120,000; Full time

Job summary

A recruitment agency is seeking a Family Office Supervisor in West Palm Beach, Florida. The ideal candidate will have 5-10 years of experience and a Bachelor's degree in accounting. Responsibilities include supervising engagements and overseeing accounting operations for high net worth families. Strong communication and organizational skills are essential, along with the ability to work both independently and in teams. This full-time position offers a chance to lead financial operations in a dynamic environment.

Qualifications

• At least five to ten years' experience with a progression in responsibility.
• Ability to work independently and as part of a team.
• Proficiency with firm software and Microsoft programs.

Responsibilities

• Supervise engagements and special assignments.
• Review accounting operations for high net worth families.
• Train less experienced staff on engagement tasks.

Skills

Accounting principles

Communication in English

Detail-oriented

Organizational skills

Teamwork

Multi-tasking

Education

Bachelor's degree in accounting

Tools

Firm software

Microsoft programs

Job description

Klassic Recruiting i n partnership with our client is searching for a Family Office Supervisor for their firm.

Job Description

SPECIFIC RESPONSIBILITIES INCLUDE:

• Assumes full responsibility for supervising engagements and special assignments.
• Executes and reviews accounting operations for high net worth families & their separate entities.
• Participates in the training and supervision of less experienced staff assigned to engagement.
• Communicates and corresponds with clients.
• Responsible for coordinating, reviewing, implementing & monitoring the financial operations of high net worth families.

Qualifications

SKILLS AND EXPERIENCE REQUIRED:

• At least five - ten years’ related experience demonstrating a progression in complexity of responsibilities.
• Bachelor’s degree in accounting, or equivalent training and experience.
• Proficiency with firm software and Microsoft programs.
• Well-rounded knowledge of accounting principles.
• Ability to communicate clearly and concisely in English.
• Ability to work independently as well as with others in a team environment.
• Detail-oriented; strong organizational skills and ability to multi-task and establish priorities.

Job Type: Full-time

Required education:

• Bachelor's

Required experience:

• high net worth client: 5 years

Additional Information

All your information will be kept confidential according to EEO guidelines.