Senior Family Office Associate

Company Description Single Family Office is a privately held organization dedicated to managing the financial, administrative, and personal affairs of a high-net-worth family. The office focuses on long-term wealth preservation, efficient administration, and high-quality service delivery across financial and lifestyle needs. Team members work closely with family stakeholders and external advisors to ensure smooth operations, confidentiality, and discretion. The environment is professional, detail-oriented, and collaborative, with an emphasis on integrity, trust, and reliability.

Position Overview

We are seeking a highly motivated and detail-oriented Senior Family Office Associate to support the investment, financial, and operational activities of a private single-family office located in Ridgefield Park, New Jersey.

The ideal candidate will possess 5-7 years of experience in banking, investment management, private wealth management, family office operations, private equity, or related financial services. This individual will work closely with family members, investment advisors, accountants, bankers, and other trusted advisors to oversee family office day-to-day financial affairs, manage cash flow, monitor investments, prepare financial reports, and coordinate tax and charitable giving activities.

This position offers a unique opportunity to gain broad exposure to investment management, family office operations, tax coordination, charitable planning, and wealth administration while working directly with family principals and external advisors.

The successful candidate must demonstrate exceptional discretion, integrity, professionalism, and attention to detail while maintaining a proactive, service-oriented approach.

Key Responsibilities

Cash Management & Banking

• Manage the family's daily cash flow and liquidity requirements.

• Monitor bank account balances, cash positions, and short-term funding needs.

• Coordinate transfers between operating, investment, and custody accounts.

• Maintain banking relationships and support treasury management activities.

• Process domestic and international wire transfers while maintaining appropriate approval controls and documentation.

• Assist with cash forecasting and liquidity planning.

Accounts Payable & Family Financial Administration

• Process family accounts payable, including checks, ACH payments, wire transfers, and recurring obligations.

• Ensure timely payment of personal, household, tax, insurance, and investment-related expenses.

• Coordinate with vendors, advisors, household employees, and service providers.

• Maintain accurate financial records and supporting documentation.

Financial Reporting

• Prepare monthly family financial statements, including net worth statements, balance sheets, income and expense reports, and cash flow summaries.

• Analyze spending trends and report significant variances.

• Assist with annual budgeting and financial planning activities.

Investment Operations & Reporting

• Monitor investment portfolios across public, private, and alternative asset classes.

• Prepare portfolio summaries and investment performance reports.

• Track capital calls, distributions, partnership statements, and investment valuations.

• Coordinate with investment managers, custodians, private equity sponsors, and financial institutions.

• Conduct investment research and due diligence as requested.

Tax Coordination

• Coordinate the collection and organization of investment, partnership, trust, and personal financial information required for annual tax return preparation.

• Serve as a liaison with external tax advisors and accountants.

• Maintain tax-related documentation throughout the year.

• Track estimated tax payments and important filing deadlines.

Charitable Giving Administration

• Track and maintain detailed records of the family's annual charitable contributions.

• Monitor donations, pledges, donor-advised fund activity, and supporting documentation.

• Prepare periodic summaries of charitable giving activity.

• Coordinate with tax advisors to ensure compliance with documentation and reporting requirements.

Family Office Operations

• Assist with the administration of trusts, partnerships, LLCs, and other family entities.

• Coordinate with attorneys, accountants, insurance professionals, bankers, and other trusted advisors.

• Maintain organized records for financial, legal, tax, insurance, and investment matters.

• Support special projects, strategic initiatives, and ad hoc financial analyses.

Qualifications

Required

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.

• 5-7 years of experience in banking, investment management, private wealth management, family office operations, private equity, public accounting, or related financial services.

• Strong understanding of financial statements, investment reporting, cash management, and accounting principles.

• Advanced Microsoft Excel skills and strong analytical capabilities.

• Excellent organizational, project management, and problem-solving skills.

• Strong written and verbal communication skills.

• Ability to maintain strict confidentiality and exercise sound judgment.

Preferred

• Experience supporting ultra-high-net-worth individuals, families, or family offices.

• CPA preferred; CFA, CAIA, or other relevant professional designation also considered.

• Knowledge of trusts, partnerships, estate planning structures, and alternative investments.

• Experience with portfolio reporting and family office accounting systems.

Personal Attributes

• Unquestionable integrity, professionalism, and discretion.

• Strong attention to detail and commitment to accuracy.

• Self-starter with an ownership mentality.

• Ability to work independently while managing multiple priorities.

• Service-oriented approach with a willingness to assist wherever needed.

• Strong interpersonal skills and ability to interact with family members, advisors, and external service providers.

• Ability to thrive in a small, entrepreneurial family office environment.

Compensation & Benefits

We offer a competitive compensation package designed to attract and retain exceptional talent while providing meaningful exposure to the investment, financial, tax, and operational activities of a private family office.

Compensation

• Competitive compensation commensurate with experience, qualifications, and overall fit.

• Annual discretionary performance bonus based on individual and family office performance.

Benefits

• Medical, dental, and vision insurance.

• 401(k) retirement plan with employee participation (no employer matching contribution).

• Paid vacation time.

• Paid sick time.

• Company-paid holidays.

• Professional development and continuing education support.

• Direct interaction with family principals and trusted advisors.

• Exposure to a diverse range of investment, tax, estate planning, charitable giving, and business management activities within a private family office environment.

To Apply

Please submit your resume and a brief cover letter outlining your relevant experience and interest in joining our family office in Ridgefield Park, New Jersey.

This role offers an exceptional opportunity for a motivated financial professional to play a key role in managing and supporting the financial affairs of a private family while gaining broad exposure to investments, wealth administration, tax coordination, estate planning, and family office operations.