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
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.