Private Family Finance & Concierge Coordinator

Oxford Financial Group, Ltd.; Cincinnati, Northern (OH, KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Oxford Financial Group, Ltd. seeks a Private Family Services of Oxford Coordinator to provide comprehensive back-office support for ultra-high-net-worth clients.

You will handle bill payments, bookkeeping, and financial reporting for personal and charitable entities, along with concierge services including travel arrangements and household management. The role requires strong organizational, analytical, and communication skills, with discretion and the ability to work independently and in

Qualifications

• Bachelor’s degree preferred in accounting, business administration or related field.
• Experience supporting a c-suite executive is desirable.
• Strong written, verbal and interpersonal communication skills.

Responsibilities

• 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 reporting packages
• Generate financial reports tailored to client needs
• Develop and maintain detailed filing systems for accounts
• Track and document family gifting donations
• Compile quarterly and annual financial reports for client accountants
• Gather and organize tax documentation for Client Services team
• Draft correspondence and coordinate travel arrangements as needed
• Coordinate household management services and property maintenance

Skills

Communication

Organization

Analytical thinking

Problem solving

Teamwork

Discretion

Computer skills

Education

Bachelor’s degree in accounting, business administration or related field

3–5 years supporting a c-suite executive

Tools

Microsoft Office

Quicken

QuickBooks

Job description

Oxford Financial Group, Ltd. seeks a Private Family Services of Oxford Coordinator to provide comprehensive back-office support for ultra-high-net-worth clients.

You will handle bill payments, bookkeeping, and financial reporting for personal and charitable entities, along with concierge services including travel arrangements and household management. The role requires strong organizational, analytical, and communication skills, with discretion and the ability to work independently and in