Tarbox Family Office, Inc.
Coordinator - Family Office Services
Tarbox Family Office, Inc., Newport Beach, California, us, 92659
Overview
We are a boutique, independent Registered Investment Advisor (RIA) providing comprehensive wealth management services to ultra-high-net-worth families and trustee services to select clients. Our team delivers personalized solutions in financial planning, investment management, and family office services to help clients navigate the complexities of wealth. Position Overview We are seeking a
Coordinator – Family Office Services
to work directly with the CEO and other firm principals to support our clients in managing their financial affairs. This role requires experience working with affluent families, either as a bookkeeper/accountant, family office professional, or in a similar capacity, and a familiarity with trust administration, financial oversight, and high-level administrative functions. The ideal candidate will be responsible for
supporting trustee work, supervising property accounting and bill pay, reporting, and assisting with various family office responsibilities , ensuring that our clients’ financial and administrative needs are met with the highest level of professionalism and efficiency.
Key Responsibilities
Trust & Estate Administration Support:
Assist in coordinating trustee responsibilities, maintaining records, and liaising with attorneys, CPAs, and other advisors. Financial Oversight & Reporting:
Supervise and review financial reports, ensuring accuracy in accounting for family entities, trusts, and personal finances. Rental Property Accounting & Bill Pay:
Perform rental property accounting and bill pay function, ensuring timely and accurate execution of financial obligations. Client Coordination & Relationship Management:
Act as a key point of contact for high-net-worth families, handling financial and administrative matters with discretion. Record Keeping & Compliance:
Maintain organized documentation related to trusts, family office structures, and regulatory compliance requirements. Process Improvement & Technology Integration:
Identify opportunities to streamline family office services and implement technology solutions where applicable. Qualifications
Bachelor’s degree in
Accounting, Finance, Business Administration, or a related field . Bookkeeping/accounting experience in a
family office, wealth management, or trust administration
is highly preferred. Minimum 3 to
5+ years of experience
working with high-net-worth individuals, trusts, or family offices. Working knowledge of
trusts, estate planning, and financial administration . Experience performing accounting functions, including commercial and residential real estate
accounting and bill pay . Experience in leveraging reporting systems (e.g., Addepar, Orion, or similar) to generate consolidated performance, balance sheet, and cash flow reports; ensure accuracy of data integration across custodians and internal records; design custom reports to support family office decision-making and client deliverables. High level of discretion and ability to handle
confidential client information
with integrity. Strong organizational skills with the ability to
manage multiple priorities and deadlines . Proficiency in
Excel, QuickBooks, and financial reporting tools . Familiarity with
CRM systems (Salesforce) , Addepar, and accounting software is a plus. Excellent communication and interpersonal skills, with the ability to interact with clients, attorneys, CPAs, and other professionals. Why Join Us?
Meaningful Impact:
Play a critical role in supporting families with complex financial and administrative needs. Collaborative Environment:
Work closely with a highly experienced team of professionals. Professional Growth:
Gain exposure to high-net-worth wealth management, trust administration, and family office best practices. Competitive Compensation & Benefits:
We offer a comprehensive benefits package and opportunities for professional development. Seniority level
Mid-Senior level Employment type
Full-time Job function
Other
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We are a boutique, independent Registered Investment Advisor (RIA) providing comprehensive wealth management services to ultra-high-net-worth families and trustee services to select clients. Our team delivers personalized solutions in financial planning, investment management, and family office services to help clients navigate the complexities of wealth. Position Overview We are seeking a
Coordinator – Family Office Services
to work directly with the CEO and other firm principals to support our clients in managing their financial affairs. This role requires experience working with affluent families, either as a bookkeeper/accountant, family office professional, or in a similar capacity, and a familiarity with trust administration, financial oversight, and high-level administrative functions. The ideal candidate will be responsible for
supporting trustee work, supervising property accounting and bill pay, reporting, and assisting with various family office responsibilities , ensuring that our clients’ financial and administrative needs are met with the highest level of professionalism and efficiency.
Key Responsibilities
Trust & Estate Administration Support:
Assist in coordinating trustee responsibilities, maintaining records, and liaising with attorneys, CPAs, and other advisors. Financial Oversight & Reporting:
Supervise and review financial reports, ensuring accuracy in accounting for family entities, trusts, and personal finances. Rental Property Accounting & Bill Pay:
Perform rental property accounting and bill pay function, ensuring timely and accurate execution of financial obligations. Client Coordination & Relationship Management:
Act as a key point of contact for high-net-worth families, handling financial and administrative matters with discretion. Record Keeping & Compliance:
Maintain organized documentation related to trusts, family office structures, and regulatory compliance requirements. Process Improvement & Technology Integration:
Identify opportunities to streamline family office services and implement technology solutions where applicable. Qualifications
Bachelor’s degree in
Accounting, Finance, Business Administration, or a related field . Bookkeeping/accounting experience in a
family office, wealth management, or trust administration
is highly preferred. Minimum 3 to
5+ years of experience
working with high-net-worth individuals, trusts, or family offices. Working knowledge of
trusts, estate planning, and financial administration . Experience performing accounting functions, including commercial and residential real estate
accounting and bill pay . Experience in leveraging reporting systems (e.g., Addepar, Orion, or similar) to generate consolidated performance, balance sheet, and cash flow reports; ensure accuracy of data integration across custodians and internal records; design custom reports to support family office decision-making and client deliverables. High level of discretion and ability to handle
confidential client information
with integrity. Strong organizational skills with the ability to
manage multiple priorities and deadlines . Proficiency in
Excel, QuickBooks, and financial reporting tools . Familiarity with
CRM systems (Salesforce) , Addepar, and accounting software is a plus. Excellent communication and interpersonal skills, with the ability to interact with clients, attorneys, CPAs, and other professionals. Why Join Us?
Meaningful Impact:
Play a critical role in supporting families with complex financial and administrative needs. Collaborative Environment:
Work closely with a highly experienced team of professionals. Professional Growth:
Gain exposure to high-net-worth wealth management, trust administration, and family office best practices. Competitive Compensation & Benefits:
We offer a comprehensive benefits package and opportunities for professional development. Seniority level
Mid-Senior level Employment type
Full-time Job function
Other
#J-18808-Ljbffr