Private Family Services of Oxford Coordinator

ADP, Inc.; Carmel (IN); In loco; USD 45.000 - 65.000; Tempo pieno

Descrizione del lavoro

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

Competenze

• 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.

Mansioni

• 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.

Descrizione del lavoro

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Private Family Services of Oxford Coordinator

Client Service - Administration Full Time Carmel, IN, US

2 days ago Requisition ID: 1057

Department: Private Family Services of Oxford™

Reports to: Manager, Private Family Services of Oxford™

FLSA Status: Non-Exempt

POSITION SUMMARY

The Private Family Services of Oxford Coordinator (PFS) provides comprehensive back-office support to ultra-high-net-worth clients and families as part of the Private Family Services of Oxford team. This role Coordinator manages a full spectrum of financial operations, including bill pay, bookkeeping and financial reporting for personal and charitable entities. Additional responsibilities include administrative and concierge-level services including travel arrangements, household management and administrative support.

DUTIES & 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 comprehensive reporting packages
• Generate financial reports tailored to client needs and specifications
• Develop and maintain detailed records and filing system for accounts
• Track and document family gifting donations

Tax Preparation Support

• Compile quarterly and annual financial reports for client accountants

Family Entity Administration

• Manage bill payment across multiple family entities
• Collaborate with Client Services and other Family Office Services Technical teams to ensure seamless client communications and reporting
• Gather and organize ta documentation for Client Services team

Client Relationship & Concierge Services

• Draft and send correspondence letters as needed
• Coordinates property maintenance and household management services
• Research solutions to client inquiries
• Arrange travel arrangements as needed
• Maintain current records of client information and preferences

Charitable Entity Management

• Acknowledges charitable requests and requests donation confirmation letters

Additional Responsibilities

• Perform other duties as assigned to support team objectives and client needs

QUALIFICATIONS

• Bachelor’s degree in accounting, business administration or related field preferred
• Previous experience supporting a c-suite level executive a minimum of three to five years of relevant work experience
• Must have strong computer skills including Microsoft Office products; Quicken, Quick Books experience preferred
• Experience with charitable foundations or donor-advised funds a plus
• Excellent written, verbal and interpersonal communication skills; able to interact effectively with internal and external stakeholders.
• Highly organized and detail-oriented; able to manage multiple priorities, tasks and deadlines concurrently
• Proven analytical and problem-solving skills with ability to produce accurate, data-driven workProfessional demeanor with an uncompromising respect for discretion and confidential matters
• Able to work both independently and as part of cross-functional teams; demonstrated ability to execute projects or workstreams and follow through to completion

WORKING CONDITIONS

• Limited travel
• Long periods of sitting utilizing a computer
• Travel check ins and monitoring time zone differences