Family Office Manager

CDL

📍 West Palm Beach, Florida, United States 💼 Full Time 🕒 Posted March 01, 2026

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Job Description

 
  Description 
 >   As a member of the professional client service team, the Family Office Manager is responsible for managing multiple client engagements simultaneously and works with staff to coordinate workflow. A Manager develops and coaches staff, and establishes relationships to develop new business for the Firm. 
 Assumes full responsibility for managing and supervising engagements and special assignments. Reviews supporting staff’s work for accuracy.
 Assists with the entering, reconciling and reporting of various investment strategies; reviews bank and brokerage statements for accurate reconciliations and expected activity; reviews deposit logs to confirm proof of deposit to appropriate account. Responsible for maintaining the accounting functions of the client and their various entities.
 Demonstrates a high level of technical proficiency. Keeps informed of current technical developments and pending matters important to th...
            

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Job Details

Location West Palm Beach, Florida
Job Type Full Time
Category Top Executives
Posted Date March 01, 2026
Application Deadline April 10, 2026