UHNW Family Office Specialist

FBT Gibbons; Newport Beach (CA); On-site; USD 48,000 - 70,000; Full time

Benefits offered by this job

Health care coverage (medical, dental,

Vision

Life insurance

Short- and long-term disability

Paid parental leave

Wellbeing programs

Paid time off

401(k) with employer matching

Job summary

FBT Gibbons LLP, based in Newport Beach, seeks a Family Office Specialist to provide high-level administrative and operational support for ultra-high-net-worth clients and family office entities. The role blends personal and business matters with both billable and non-billable duties in a fast-paced, service-driven environment.

The ideal candidate exercises discretion, organizes priorities, coordinates day-to-day activities, and maintains professionalism in confidential matters under attorney

Qualifications

• Bachelor’s degree or equivalent combination of education and relevant experience.
• At least three years of executive support experience; law firm experience preferred.
• Proficient in Microsoft Office: Outlook, Word, Excel, PowerPoint, Teams, and OneDrive.
• Ability to maintain professionalism, confidentiality, and discretion with firm clients and staff.

Responsibilities

• Serve as a client-facing point of contact to ultra-high-net-worth individuals and family office entities, delivering high-touch service.
• Support client relationship management and related business development activities within the Family Office practice.
• Create and maintain spreadsheets, prepare PowerPoint presentations, draft emails, and proofread documents for accuracy.
• Provide support for trust and estate planning, trust administration, and family office matters under attorney supervision.
• Monitor communications and manage calendars and travel with timely responsiveness.
• Maintain a billable hour expectation of 600 billable hours annually.

Skills

Executive support

Time management

Attention to detail

Discretion

Team collaboration

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office

Outlook

PowerPoint

Teams

OneDrive

Job description

FBT Gibbons LLP, based in Newport Beach, seeks a Family Office Specialist to provide high-level administrative and operational support for ultra-high-net-worth clients and family office entities. The role blends personal and business matters with both billable and non-billable duties in a fast-paced, service-driven environment.

The ideal candidate exercises discretion, organizes priorities, coordinates day-to-day activities, and maintains professionalism in confidential matters under attorney