Job Description
Job Description
Pay: $72,800.00 - $93,600.00 per year
Why This Is a Great Opportunity
- High-trust role supporting a sophisticated family office with real responsibility and autonomy
- Blend of finance/treasury operations + asset and insurance administration (great variety, not repetitive)
- Work closely with a collaborative Finance/Accounting team and cross-functional stakeholders (legal, banking, vendors)
- Strong benefits package (medical, dental, vision, life, disability — employer paid) plus 401(k) match and generous PTO
- Stable, long-term opportunity for someone who loves organization, accuracy, and owning the details
Location: On-site, full-time in Ada, MI (with flexibility for occasional remote work as needed).
Note: Must have 5+ years of relevant experience (administrative operations, finance ops/treasury support, insurance/asset administration, or similar) and be highly discreet handling confidential information.
About Us
Were a private family office dedicated to stewarding the resources of our founding family and their descendants through personalized financial, investment, and administrative services. Confidential Employer.
Job Description
- Administer and track personal, real estate, and investment-related assets across multiple entities
- Coordinate entity and asset documentation: governing docs, registrations, compliance records, ownership and transaction logs
- Support asset activity such as acquisitions, dispositions, valuations coordination, and related documentation
- Coordinate insurance coverage administration, renewals, and distribution of registration/insurance materials to stakeholders
- Liaise with external parties and government organizations as needed (e.g., Secretary of State, Customs & Border Protection, other agencies)
- Execute and document payments and treasury activities following internal controls and approval protocols
- Perform daily cash management activities and support weekly/monthly cash reporting
- Receive, verify, and reconcile expense reports; reconcile vendor accounts and statements
- Serve as a primary administrator for tools/platforms such as Bill.com, Concur, banking platforms, and accounting systems
- Support improvements to controls, procedures, and workflows across finance and asset administration
- Assist with cross-functional side projects requiring strong organization, follow-through, and project management
Qualifications
- Bachelors degree in Business Administration, Communications, Accounting, or related field
- 5+ years of experience in administrative operations, finance operations/treasury support, insurance/asset administration, or related work
- Strong Excel and Microsoft Office skills
- Experience with accounting systems and/or database reporting tools preferred
- Exceptionally detail-oriented with strong writing, organization, and follow-through
- High integrity, discretion, and comfort working with sensitive and confidential information
Why You Will Love Working Here
- Youll be trusted to own critical processes and documentation that keep everything running smoothly
- Youll work with a positive, supportive team that values accuracy, service, and professionalism
- Youll have variety in your day: finance ops, asset administration, insurance coordination, and special projects
- Youll be supported with excellent benefits, meaningful PTO, and a healthy, collaborative culture
JPC-703
Job Type: Full-time
Benefits:
- Dental insurance
- Paid time off
- Vision insurance