What are the responsibilities and job description for the Family Office Supervisor position at Klassic Recruitng?
Company Description
Klassic Recruiting in partnership with our client is searching for a Family Office Supervisor for their firm.
Job Description
SPECIFIC RESPONSIBILITIES INCLUDE:
- Assumes full responsibility for supervising engagements and special assignments.
- Executes and reviews accounting operations for high net worth families & their separate entities.
- Participates in the training and supervision of less experienced staff assigned to engagement.
- Communicates and corresponds with clients.
- Responsible for coordinating, reviewing, implementing & monitoring the financial operations of high net worth families.
Qualifications
SKILLS AND EXPERIENCE REQUIRED:
- At least five - ten years’ related experience demonstrating a progression in complexity of responsibilities.
- Bachelor’s degree in accounting, or equivalent training and experience.
- Proficiency with firm software and Microsoft programs.
- Well-rounded knowledge of accounting principles.
- Ability to communicate clearly and concisely in English.
- Ability to work independently as well as with others in a team environment.
- Detail-oriented; strong organizational skills and ability to multi-task and establish priorities.
Job Type: Full-time
Required education:
- Bachelor's
Required experience:
- high net worth client: 5 years
Additional Information
All your information will be kept confidential according to EEO guidelines.