Director, Family Office Services
Green Key Resources
Job DetailExperience Level DirectorDegree Type Bachelor of Science (BS)Employment Full TimeWorking Type HybridJob Reference 0000020384Salary Type AnnuallyIndustry Financial ServicesSelling Points Lead impactful projects at a growing family office services practice. Collaborate with experts to deliver exceptional service to ultra-high-net-worth clients. Drive innovation and operational excellence in a dynamic environment.Job DescriptionDirector, Family Office Services OverviewThe Director, Family Office Services will lead and scale the practice, ensuring exceptional service delivery to ultra-high-net-worth clients.Collaborate with the Head of Family Office Services to oversee complex engagements and develop operational infrastructure.Provide actionable insights by organizing fragmented financial data and enhancing client visibility.Mentor and develop team members, fostering a culture of accountability and excellence.Champion technological innovation to improve efficiency, scalability, and client experience.Support ultra-high-net-worth clients with trust, estate planning, governance, and financial decision-making.Identify opportunities to enhance service offerings and increase value delivered to clients.This role offers significant growth opportunities as the practice expands.Director, Family Office Services Key Responsibilities & DutiesLead day-to-day execution of family office engagements, ensuring accuracy and responsiveness.Develop and refine workflows, policies, and service standards for the team.Supervise and mentor team members, including accountants and associates.Analyze complex financial statements and consolidate information across various entities.Coordinate with external advisors for tax planning and compliance.Assist clients with budgeting, forecasting, and liquidity management.Support projects involving trusts, estate planning, and private investments.Implement technology solutions to enhance operational effectiveness and reporting.Director, Family Office Services Job RequirementsBachelor's degree in Accounting, Finance, Economics, or related field.Minimum of 8 years of experience in family office services or related disciplines.Demonstrated ability to analyze and interpret complex financial statements.Proficiency in Microsoft Excel and financial technology tools.CPA designation is strongly preferred.Experience supporting ultra-high-net-worth individuals and families.Strong leadership, communication, and project management skills.Familiarity with trusts, partnerships, and private investments.
$90k - $115k
...Executive Assistant / Office Coordinator Our client, a boutique wealth management and family office firm located in Northern Westchester, is seeking a polished and... ...office. With a reputation for exceptional client service and a highly personalized approach, the firm serves...SuggestedWork at office$100k - $150k
...accounting, tax, and advisory firm with offices across the U.S. and internationally... ...mission is to provide exceptional service while fostering long-term... ...client-focused, and technology-driven Director to join our growing Family Office practice. This individual will...SuggestedFull timeWork at officeLocal areaFlexible hours3 days per weekPKF O’Connor Davies
New York, NY23 hours ago$140k - $180k
...exceptional customer support. It has grown into one of the largest family-operated security and fire-protection providers in the country,... ...ensuring financial accountability, and delivering high-quality service and project execution. This role leads teams, manages resources...SuggestedWork at officeLocal areaFlexible hoursJobot
New York, NY23 hours ago$140k - $190k
...Single Family Office Relationship Manager page is loaded## Single Family Office Relationship Managerlocations: New Yorktime type: Full... ...proprietary investment strategies, value-added family office services, and capital solutions. The individual will be tasked to source...SuggestedWork at officeFlexible hoursBrown Brothers Harriman
New York, NY3 days ago- ...Assistant Director of Front Office Lead and inspire the front office staff in creating flawless and personalized arrival, departure and other... ...operates within the scope of the budget and well-defined service standards. Potential Career Path Director of Guest Service...SuggestedDaily paidFlexible hoursShift workWeekend work
Hersha Hospitality Management
New York, NY23 hours ago $80k - $85k
...lifestyle hotel is now actively seeking a dynamic Assistant Director of Front Office. Are you someone who is passionate about people, driven... ...the front desk and liaising with any area impacting guest service. Plans, directs and coordinates activities to ensure exceptional...Immediate startShift workArlo Williamsburg
New York, NY3 days ago$88k - $121k
...and ultra-high-net-worth individuals and families to enjoy a full life, while enabling... ...using PC; Proficiency in the Microsoft Office Suite including Word, Excel, PowerPoint,... ...the industry's only global professional services partnership, we combine the personal service...Permanent employmentTemporary workWork at officeFlexible hoursCorient Capital Partners
New York, NY23 hours ago$180k
...Type: Direct Hire Job #1124 Salary: $180,000 Director of Office Administration LOCATION: New York, NY COMPENSATION... ...Oversee the coordination of the Conference Center and Food Services Prepare and monitor the administrative budget REQUIRED...Work at officeTripoint Search
New York, NY2 days ago$133.5k - $165.25k
...Family Office Relationship Manager At Armanino, you determine your career path. This means it's possible to pursue challenges you are... ...insight. Oversee the delivery of day to day family office services including bill pay, cash management, financial reporting, payroll...Contract workWork at officeLocal areaFlexible hoursArmanino
New York, NY4 days ago$170k - $210k
...Office Of The Secretary Direct the business affairs of the Office of the Secretary, which functions as the administrative arm of... ...creed, disability, domestic violence victim status, ethnicity, familial status, gender and/or gender identity or expression, marital status...Work experience placementWork at office$88k - $121k
...and ultra-high-net-worth individuals and families to enjoy a full life, while enabling... ...using PC; Proficiency in the Microsoft Office Suite including Word, Excel, PowerPoint,... ...the industry's only global professional services partnership, we combine the personal service...Permanent employmentTemporary workWork at officeFlexible hours$180k - $220k
...Director, Contingent Worker Office Director, Contingent Worker Office (CWO) Fitch Group's Global Business Services team is currently seeking a Director, Contingent Worker Office based out... ...employment. If you, or your immediate family, have any holdings that may conflict...Contract workFreelanceWork at officeImmediate startFitch Group
New York, NY23 hours ago- ...the US, to care for abandoned children in family settings, rather than institutions. Today... ...provider of enhanced family foster care services, mental and behavioral health care services... ...in New York City. Job Summary: The Office Manager oversees the daily administrative...For subcontractorSummer workInternshipWork at officeLocal areaFlexible hours
- ...integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (... ...deliver unparalleled results. The Managing Director, Office of the CFO role at Portage Point...Interim roleWork at officeRelocation
Portage Point Partners
New York, NY4 days ago $125k - $150k
...Executive Director, Mayor’s Office of Ethnic and Community Media Full-time Agency: OFFICE OF THE MAYOR Job Category: Communications & Intergovernmental... ...City Mayor’s Office is responsible for overseeing city services throughout the five boroughs, coordinating public agencies...Full timeWork at officeCity of New York
New York, NY2 days ago$20 - $23 per hour
Admin Assistant Administrative Office - New York, NY Overview Salary Range $20.00 - $23.00 Hourly Position Type Full Time Job Shift Day Birch Family ServicesHourly payFull timeWork at officeShift work- ...Ankura Office Of The CFO Managing DirectorAnkura is a team of excellence founded on innovation... ...locations may be considered.The Managing Director's primary focus will be to drive... ...and Accounting processes, operations and service delivery model while managing overall cost...Work experience placementInterim roleWork at officeWeekend work
Ankura
New York, NY2 days ago - ...Managing Director, Office Of The CFO At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping... ...market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES)...Interim roleWork at officeRelocation
Portage Point Partners
New York, NY23 hours ago $90k - $105k
...Riskified every day. About the Role We are looking for an Office and Facilities Manager to join our Global Workplace Operations... ..., and agencies Coordinate with external vendors and service providers to ensure timely and effective delivery of facility-related...Full timeWork at officeLocal areaRelocationFlexible hoursRiskified
New York, NY3 days ago- ...Office Manager / Executive Assistant We're seeking a highly organized, proactive, and service-oriented Office Manager / Executive Assistant to join our team. In this hybrid role based in New York City, you'll create seamless and welcoming office experiences for both...Work at office
Counsel Health
New York, NY23 hours ago - ...Job Title Surgical Service About NYC Health + Hospitals Harlem Hospital Center has... ..., surgical, diagnostic, therapeutic and family support services to the residents of Central... ...and coordinating of administrative and office operations in a variety of organizational...Full timeWork at officeShift work
Harlem
New York, NY2 days ago $106.5k - $195.1k
...take your career wherever you want it to go. Join EY and help to build a better working world. The opportunity Family Office Advisory Services is a growing practice within the organization, and you’ll see that growth reflected in your career. With a diverse...Summer holidayWork at officeImmediate startFlexible hours$53.37k - $61.38k
...ADMINISTRATIVE ASSOCIATE CIVIL SERVICE LIST ARE ELIGIBLE TO APPLY.... ...children, assists and empowers families to meet their child's and... ...submission of MDEs to the Regional Office for at risk families. Be... ...process, contact Sye-Eun Ahn, Director of the Office of Equal Employment...Permanent employmentFull timeWork at officeImmediate startWork from home2 days per weekNew York City | Jobs
New York, NY23 hours ago$70k - $80k
...Home Office Executive Assistant Union Square Hospitality Group (USHG) has created some... ...to resolve workplace needs, repairs, and service requests Support office activities, including... ...% dining discount across the entire USHG family of restaurants to share unforgettable...Work at officeHome officeFlexible hoursAfternoon shiftEarly shift- ...Office & Administrative Coordinator We're looking for a highly organized, ambitious and professional Office & Administrative Coordinator... ...Coordinate incoming and outgoing mail, packages, and courier services. Prepare conference rooms and common spaces for meetings and...Work experience placementWork at officeLocal area
- ...Basic qualifications include an associate's degree, 3+ years of administrative experience, advanced proficiency with Microsoft Office Suite, excellent organizational and prioritization skills, strong project management skills, ability to work independently and exercise...Work at office
- Apply For This Job * indicates a required field RiskifiedWork at office
$35 - $50 per hour
...Administrative Assistant / Office Coordinator / Data Support Clerk New York, New York, United States $ 35.00 - 50.00 (US Dollar) Job Title: Administrative Assistant / Office Coordinator / Data Support Clerk Job Summary: We are seeking a highly organized and...Work at office$80k - $100k
...support to professionals in a fast-paced environment in our New York office. The role supports professionals by managing heavy calendars,... ...experience in an administrative role, preferably in financial services ~ Proficiency with Microsoft Office suite particularly...Temporary workWork experience placementWork at officeFlexible hoursWeekend workAfternoon shift- ...Job Description J.P. Morgan Private Bank is seeking a Vice President to join its Family Office Services & Strategy team. This role sits at the center of one of the firm’s fastest-growing segments—supporting the needs of the world’s wealthiest and most complex families...Work at office
JPMorgan Chase & Co.
New York, NY11 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Director, Family Office Services. Be the first to apply!
- business office manager healthcare New York, NY
- finance and office manager New York, NY
- part time office manager New York, NY
- office manager New York, NY
- dental office manager New York, NY
- veterinary office manager New York, NY
- healthcare office manager New York, NY
- medical office supervisor New York, NY
- temporary office manager New York, NY
- bilingual office manager New York, NY