Private Family Office Manager | Wealth & Admin Lead

Crawford Thomas Recruiting; Columbus (OH); On-site; USD 90,000 - 105,000; Full time

Benefits offered by this job

PTO

Sick Time

Fully in-office position

Job summary

Crawford Thomas Recruiting is seeking a Family Office Manager in Columbus, OH, to provide financial and administrative leadership for a private ownership family. This in-office role oversees personal finances, investments, insurance, real estate, tax planning, and related administrative duties.

The ideal candidate brings solid financial experience, discretion, and a service-oriented approach, with strong communication and organizational skills.

Qualifications

• 3+ years experience as an Executive Assistant
• Some accounting experience strongly preferred
• Previous real estate experience is a plus
• Strong organizational skills and attention to detail
• Excellent judgment, discretion, and ability to handle highly confidential information
• Ability to work independently and serve as a trusted resource to ownership
• Strong communication and relationship-management skills
• Must be comfortable working fully in office

Responsibilities

• Manage personal accounting, cash management, and bill payments
• Oversee financial matters, investments, trusts, and related assets
• Manage the family’s insurance portfolio and assist with risk exposure
• Support tax planning strategies and financial efficiencies
• Oversee real estate assets and related financial matters
• Review and coordinate contracts and agreements
• Manage HR-related matters and family administrative needs
• Coordinate technology, healthcare, and natural disaster preparedness needs
• Manage philanthropic gifting and related activities
• Serve as a trusted liaison with external banking, legal, tax, and healthcare professionals
• Work closely with and provide oversight in coordination with the operating companies’ CFO
• Identify and implement opportunities for cash and operating efficiencies

Skills

Executive Assistant experience

Accounting experience

Real estate experience

Organizational skills

Discretion and judgment

Independent work

Communication skills

Relationship management

In-office work

Job description

Crawford Thomas Recruiting is seeking a Family Office Manager in Columbus, OH, to provide financial and administrative leadership for a private ownership family. This in-office role oversees personal finances, investments, insurance, real estate, tax planning, and related administrative duties.

The ideal candidate brings solid financial experience, discretion, and a service-oriented approach, with strong communication and organizational skills.