Family Office Manager
$90k - $105kCrawford Thomas Recruiting
FAMILY OFFICE MANAGER Location: Columbus, OH (Fully in-office)
Schedule: Monday-Friday | 9:00 AM-5:00 PM
Salary: $90,000-$105,000
Benefits: PTO, Sick Time
POSITION OVERVIEW We are seeking a Family Office Manager to provide financial and administrative leadership supporting a private ownership family and the preservation and efficient management of their assets. This is a high-trust, in-office position responsible for overseeing personal financial matters, assets, investments, insurance, real estate, tax-related planning, and other family office needs. The ideal candidate brings strong financial experience, sound judgment, discretion, and a service-oriented approach. WHAT YOU'LL DO
• 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 WHAT YOU'LL BRING
• 3+ years Experience working 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 COMPENSATION & BENEFITS
• $90,000-$105,000 salary
• PTO
• Sick time
• Monday-Friday, 9:00 AM-5:00 PM
• Fully in-office position
• No overtime WHY JOIN?
• Serve in a high-trust, highly visible role supporting a private ownership family
• Have direct responsibility across financial, investment, insurance, real estate, and administrative matters
• Work closely with experienced CPA, banking, legal, tax, and financial professionals
• Play a key role in protecting assets while identifying opportunities for greater efficiency
Schedule: Monday-Friday | 9:00 AM-5:00 PM
Salary: $90,000-$105,000
Benefits: PTO, Sick Time
POSITION OVERVIEW We are seeking a Family Office Manager to provide financial and administrative leadership supporting a private ownership family and the preservation and efficient management of their assets. This is a high-trust, in-office position responsible for overseeing personal financial matters, assets, investments, insurance, real estate, tax-related planning, and other family office needs. The ideal candidate brings strong financial experience, sound judgment, discretion, and a service-oriented approach. WHAT YOU'LL DO
• 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 WHAT YOU'LL BRING
• 3+ years Experience working 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 COMPENSATION & BENEFITS
• $90,000-$105,000 salary
• PTO
• Sick time
• Monday-Friday, 9:00 AM-5:00 PM
• Fully in-office position
• No overtime WHY JOIN?
• Serve in a high-trust, highly visible role supporting a private ownership family
• Have direct responsibility across financial, investment, insurance, real estate, and administrative matters
• Work closely with experienced CPA, banking, legal, tax, and financial professionals
• Play a key role in protecting assets while identifying opportunities for greater efficiency
Vacancy posted 3 days ago
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