WHO WE ARE
The Family Office was founded in 2024 to support three generations of an enterprising and growing family. The executives are based near San Diego (CEO) and Los Angeles (CFO/COO) and meet in-person frequently, though without a set schedule. An affiliated commercial real estate business is based in Charlotte, NC. All employees operate under a hybrid work model that relies heavily on outsourcing to trusted partners. The wealth managed by the Family Office continues to be generated from a dedicated, multigenerational business originally founded in the 1930s in North Carolina. Informed and inspired by the founding generation’s intent to keep the business in the family’s hands and to provide for future generations, we operate with a mindset of continuous creativity and growth in providing a coordinated and integrated approach to wealth management and an array of family office services.
OPPORTUNITY
We are seeking a highly organized, self-motivated, service-oriented professional to support the CFO/COO in the execution of his responsibilities to the Family Office primarily in the areas of investment & treasury management, financial reporting, and management of external relationships. In addition to the family office experience needed for this role, the Family is seeking an individual who aligns with its core values including respect, integrity, honesty, loyalty, continuous learning, thorough preparation, efficiency (especially through adept usage of technology), accountability, a do-it-yourself ethos, proactivity, and hard work.
POSITION OVERVIEW
The ideal candidate will possess a foundation in bookkeeping and financial reporting tailored for family offices and individual family members, and a familiarity with investment reporting. The candidate should also share the team’s perspective that no task is too big or too small in its importance. This role is perfect for someone who brings experience while still looking to grow in their professional role. The candidate must reside in southern California and be willing to travel for periodic in-person meetings in San Diego or Los Angeles.
KEY RESPONSIBILITIES
The role will work collaboratively with the executives to:
• Assist in the development, implementation, and ongoing execution of financial reporting and planning for the family office and individual family members. This includes maintaining accurate financial records and preparing monthly and quarterly management reports. • Prepare and review investment reports, ensuring accuracy and completeness of both the source material and the reports. • Aggregate and deliver information to the tax advisor and coordinate efforts related to tax reporting and tax planning. • Execute treasury related instructions across the family office. • Maintain the limited bookkeeping and bill-pay requirements of the Family Office entity. • Support the risk management initiatives of the family office and family members when necessary. • Coordinate periodic meetings with other family members and prepare materials for semi-annual reviews with the other family owners. • Support delivery of next-gen education to the rising generation of the family. • Coordinate with advisors for execution at the highest level on behalf of the family office and family. • Coordinate schedules, as necessary.
SKILL SET AND EDUCATIONAL REQUIREMENTS
• Familiarity with accounting, bookkeeping, and reporting for financial assets. Familiarity with the same for real estate is a plus. • Familiarity with financial planning and investment reporting for family offices. • Familiarity with treasury functions in coordinating the secure transfer of funds across multiple banks, brokerage, and investment partners. • Meaningful experience in business management, family office, or related fields. • Experience and proficiency with Microsoft products (especially Excel), Addepar, and Quickbooks. Experience with Yardi a plus. • A demonstrated interest in a career as a family office professional. • Bachelor’s degree and 3 – 5 years of relevant experience.
PERSONAL ATTRIBUTES
• Demonstrate a proactive attitude in identifying and solving problems, and in seeking opportunities for process improvement. • Hands-on approach and willingness to engage in a variety of tasks. • A self-starter who is motivated to learn and grow within the industry with an appreciation for the role of the ‘expert-generalist’. • Curious and eager to openly share ideas, opinions, and questions. • An ability to keep an eye on the client-service mission of the Family Office while also balancing ‘the urgent’ and ‘the important’. • A natural problem solver who is not afraid to ask questions. • Trustworthy and able to handle confidential information with discretion. • Confident in presentation skills and able to communicate effectively regardless of seniority. • Someone who learns from mistakes and is committed to continuous improvement.
WHAT WE OFFER
• A supportive, growth-oriented environment where you can develop your skills and grow as a professional. • Opportunities to work closely with experienced professionals in a collaborative environment. • A culture that values curiosity, learning, and open communication. • Competitive compensation and benefits package.
If you are passionate about building a career in the family office sector and meet the above requirements, we encourage you to apply.
HOW TO APPLY
Please submit your resume and a cover letter detailing your relevant experience and why you are the ideal candidate for this role to efcjobinfo@gmail.com. We look forward to welcoming a new member to our team who is as dedicated to excellence and client service as we are.
