Family Office Manager

We are seeking a Family Office Manager to join our client's team based in the Lawrenceville, New Jersey area. This role involves serving as a communication hub for high-net-worth clients, overseeing financial management tasks, and coordinating with various stakeholders.

Responsibilities:

• Act as the primary communication point for high-net-worth clients, their family members, and other financial professionals such as accountants and attorneys.
• Respond promptly and efficiently to client or advisor queries related to financial matters.
• Supervise daily financial management tasks including bill payments, bookkeeping, wire transfers, and monitoring liquidity.
• Oversee the distribution of client tax reporting documents and ensure their timely delivery.
• Design and monitor financial calendars to ensure the timely payment of various financial commitments.
• Collaborate with clients' legal and insurance representatives on relevant matters.
• Coordinate with clients’ employers for compensation and benefits monitoring.
• Oversee activities related to Private Foundations, including the processing of personal charitable donations.
• Generate comprehensive financial reports on a monthly or quarterly basis, utilizing tools such as Excel and QuickBooks.
• Must have a bachelor's degree in finance, business administration, or a related field
• Proven experience in a similar role within the investment management industry, preferably in a family office
• Strong administrative assistance skills, with the ability to manage complex schedules and organize tasks efficiently
• Excellent communication skills, both written and verbal, with a keen attention to detail
• Proficiency in using financial software and Microsoft Office Suite
• Ability to handle sensitive information with confidentiality and discretion
• Strong interpersonal skills, with the ability to build relationships with clients and team members
• Knowledge of investment strategies, financial planning, and risk management
• Ability to work under pressure and meet deadlines without compromising on work quality
• Must possess a strong ethical and professional conduct
• Knowledge of regulatory standards and compliance requirements in the investment management industry
• Strong analytical skills and the ability to make informed decisions based on data
• Must be a strategic thinker with excellent problem-solving abilities.