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Family Office Controller

Del Mar, CA 92014

Posted: 02/09/2023 Employment Type: Permanent Industry: Accounting Job Number: 16843 Pay Range: $140,000 - $170,000 DOE

Job Description

We are looking for a highly motivated, experienced and organized individual to join our team as a Family Office Controller. This role will support a high net worth individual and requires a high level of discretion, integrity, and class.

Salary: $140,000-$170,000 DOE

  • Taking investor calls and handling capital calls
  • Tracking income from investments (~200 investments currently)
  • Portfolio tracking and management through Excel
  • Manage investor portals and gather K1/tax documents
  • Bill payments and wire transfers
  • Working with the CPA firm to gather necessary information
  • Processing wires and transferring money

  • Bachelor's degree in Accounting/Finance or related field
  • 3+ years of accounting experience
  • CFP/CFA/or CPA preferred
  • Proficient in Quickbooks
  • Tech Savvy
  • Experience doing capital calls
  • High-level Excel skills and experience with financial reporting
  • High level of discretion, integrity, and class
  • Good attitude and warm personality
  • Excellent organizational and time-management skills
  • Ability to multi-task and pivot easily
  • Polished and professional demeanor
  • High attention to detail, especially when working over email

  • Bonus opportunity (5-15% discretionary)
  • Medical stipend based on the candidate's needs
  • Generous PTO (2 years 1-3 weeks, year 2 flexible)

Please note that a degree is required for this role, and experience working within a small family office is highly valued. The company is looking for someone who is flexible, comfortable with technology, and has excellent soft skills. The most challenging part of the role will be maintaining a high level of discretion and professionalism when working with highly sensitive information and high net worth individuals.

If you meet the qualifications and are interested in this exciting opportunity, please submit your resume!

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