Job Description
Our client is a private family office where you will be supporting the personal financial affairs of a family. They operate with a high level of professionalism, discretion, and trust. The family office has a strong commitment to a flexible lifestyle, it offers a unique opportunity for a skilled financial professional seeking a flexible and autonomous role to make impact for this growing office.
The Role
This part-time position offers significant flexibility and independence. The individual will work directly with family principals to oversee a variety of personal financial matters. You will serve as a trusted resource across investment oversight, tax coordination, insurance management, and household financial administration. There may also be occasional involvement with extended family members and charitable giving. This role is ideal for someone who thrives in a self-directed environment and values both meaningful work and lifestyle balance.