Family Office Director

Unique opportunity to lead a small single family office in downtown Milwaukee.   This is a newly created position, but we have a strong team in place – attorney, controller, administrative support team plus long-term outsourced advisors for tax, accounting, and legal.   Your role would be focused on two areas – responsibility for oversight of all non-investible assets that are not bonds, equities, or private equity deals (think art collections, properti

Senior Financial Analyst

Summary The Senior Financial Analyst is responsible for assisting the strategic decision-making process by developing and performing both historic and

Junior Personal Assistant

Position Summary: We are seeking a highly organized and proactive Junior Personal Assistant to provide comprehensive support to the Family Office. This role will involve assisting two Senior Personal Assistants, with a focus on maintaining the utmost efficiency and sophistication in managing the principals' schedules, travel arrangements, and administrative tasks. The ideal candidate will possess exceptional communication skills, be adept at coordinating across mult

Family Office Accountant

This is your opportunity to join a dynamic and collaborative team dedicated to providing excellent accounting solutions in a casual family office in Houston.  The ideal candidate will have a CPA designation or relevant experience from Corporate, Fund, Trust, or Public Accounting.  Solid skills in reconciliation, analysis, and exercising judgement. Strong knowledge of accounting principles and standards (GAAP) and an admiration for legal documents, tax preparation, and real estate is a plus!

Procurement and Inventory Specialist

The Procurement and Inventory Specialist, oversees the procurement of materials and manages our inventory levels to support our operations efficiently. Candidates must be knowledgeable with and proficient in the following tasks: Material Procurement: Coordinate timely and cost-effective procurement of all materials. Monitor and track deliveries, taking necessary actions to meet production needs. Manage the generation of purcha

Director of Administration

Our client has residences in Boca Raton, FL with strong team of people in place – Property Manager, Junior Property Manager, Housekeeper, and Security Team. The goal of this new role is to oversee the team and ensure that it runs like a Swiss watch.   You have great people skills, are very organized, incredibly discreet, play well with others, and are an administrative powerhouse. You live or want to live close to the Boca Raton office.  

Personal and Organizational Assistant with Hybrid Schedule

A busy executive based in Hastings on Hudson, NY would like to hire an experienced and tech-savvy assistant to provide administrative and personal support. The ideal candidate will be college educated, exceptionally organized, pivot between tasks easily, and have excellent communication skills. The Personal Assistant’s primary responsibilities will include: Prepare and update calendars, schedules, and to-do list for the principal.

Executive Personal Assistant

A family in Coral Gables, FL is looking for an experienced Executive Personal Assistant who will work in their home, and occasionally from the office. The family wants someone who is very smart, energetic, and able to anticipate their needs. They are looking for someone that knows this job inside and out and does not need to be trained. You will manage multiple calendars and administrative tasks for the family, organize important documents, mak

Inside Sales Associate

The Inside Sales Coordinator will be responsible for customer service, office administration, and sales support. Provide customer service via answering phone calls and customer inquiries to provide timely and accurate updates on orders and quotes. Assist with office duties including completing paperwork, order entry, and other office work as requested. Responsibilities: Handles sales calls/emails with existing and potential new customers.

Billing and Pay Specialist

Summary: The Billing and Pay Specialist is responsible

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