Private Family Office Coordinator - Finance & Concierge

Automatic Data Processing, Inc.; Carmel (IN); On-site; USD 45,000 - 65,000; Full time

Job summary

Private Family Services of Oxford is seeking a diligent Coordinator to provide back-office financial operations for ultra-high-net-worth clients. You will handle bill payments, bookkeeping, and financial reporting for personal and charitable entities, while delivering concierge-level administrative support, including travel planning and household management.

The role requires strong organization, discretion, and the ability to work independently or with cross-functional teams to meet client

Qualifications

• Bachelor’s degree preferred in accounting, business administration or related field.
• Experience supporting a c-suite executive (3–5 years) preferred.
• Strong computer skills including Microsoft Office; QuickBooks/Quicken experience preferred.
• Excellent written, verbal and interpersonal communication skills.

Responsibilities

• Review invoices for accuracy and verify new vendors.
• Process payments for family members with precision and timeliness.
• Maintain and reconcile all checking accounts.
• Prepare monthly bill payment summaries and reporting packages.
• Generate financial reports tailored to client needs and specifications.
• Organize detailed records and filing for accounts.
• Track and document family gifting donations.
• Assist with tax preparation support by compiling quarterly/annual reports.
• Manage bill payments across multiple entities and coordinate with teams.
• Draft correspondence and coordinate travel arrangements as needed.

Job description

Private Family Services of Oxford is seeking a diligent Coordinator to provide back-office financial operations for ultra-high-net-worth clients. You will handle bill payments, bookkeeping, and financial reporting for personal and charitable entities, while delivering concierge-level administrative support, including travel planning and household management.

The role requires strong organization, discretion, and the ability to work independently or with cross-functional teams to meet client