Job Description
The Family Office Associate is a key member of a small, dynamic team supporting the financial, administrative, and operational needs of a Family Office located in Santa Cruz County, CA. This role requires strong organizational, financial, and interpersonal skills, along with the ability to manage a wide range of responsibilities, from day-to-day support and reporting to special projects and property coordination. In this role, you will work closely with the Head of Family Office and Principals, bringing a blend of technical expertise and operational agility. The ideal candidate is highly driven, detail-oriented and entrepreneurial, comfortable operating in a fast-paced, service-oriented environment.
Financial & Accounting Management
- Maintain general ledger and oversee all accounting processes including accounts. payable/receivable, cash flow tracking, expense reporting, month-end reconciliations across personal, investment and entity accounts.
- Prepare and analyze financial statements and cash flow projections, including ad hoc financial summaries.
- Organize financial records, receipts, and documentation for reporting and audit readiness.
- Support risk management efforts by monitoring compliance, tax considerations, and regulatory requirements.
Vendor, Operations & Property Oversight
- Oversee vendor contracts, payments, and relationships across household, investment, and professional services.
- Assist with management of residential and commercial properties, including budgets, repairs, insurance, and compliance.
- Assist in preparing presentations and reports for family members, advisors, and external stakeholders.
- Assist with project management across investments, renovations, events, or philanthropic initiatives.
Administrative & Generalist Duties
- Manage day-to-day operations of the family office.
- Maintain and update key documents and secure digital records and files.
- Provide support for special projects, family events, travel logistics, or concierge-level personal assistance for family members.
- Manage office technology systems, providing mid-level IT support.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
- Minimum 5+ years of experience in investment operations, accounting, or financial data management, preferably in a family office, investment firm, or private wealth management setting.
- Strong proficiency in Microsoft Excel and ability to learn various software.
- Knowledge of basic accounting principles and financial reconciliation.
- High attention to detail with exceptional accuracy in handling financial data and transaction processing.
- Strong written and verbal communication skills to liaise with internal teams and external partners
- Ability to handle confidential information with the highest level of professionalism and discretion
- Ability to wear multiple hats in a small, dynamic environment, assisting wherever needed.
- Has a proven “can do”, “make it happen” attitude.