<ul><li>Manage, update, and finalize financial agreements including loans, leases, and new investment documents.</li><li>Organize, record, and maintain files related to investments, insurance policies, tax matters, and estate planning.</li><li>Prepare, analyze, and enhance quarterly financial statements and performance reports for the family and its entities.</li><li>Support family members with bill payments and routine financial administration.</li><li>Coordinate the execution and tracking of charitable contributions and philanthropic initiatives.</li><li>Work closely with external tax advisors to support preparation of annual income tax and gift tax returns.</li><li>Collaborate with estate planning attorneys on gifting strategies and other estate planning initiatives.</li><li>Assist with daily cash management, liquidity monitoring, and financial forecasting.</li><li>Maintain and update compliance documentation, ensuring adherence to regulatory and internal standards.</li><li>Coordinate with third‑party investment managers to monitor performance, review statements, and track allocations.</li><li>Oversee financial aspects of real estate purchases, sales, and related documentation.</li><li>Review prospective investment opportunities to assess suitability and alignment with family objectives.</li><li>Uphold strict confidentiality and safeguard all sensitive personal and financial information.</li><li>Provide ad‑hoc reporting, analysis, and support for special projects as needed.</li></ul>

<ul><li>Bachelor’s degree required; Accounting or Finance preferred. CPA designation is a plus.</li><li>Strong written and verbal communication skills.</li><li>A collaborative team player who can work effectively with stakeholders across multiple levels and generations within the family.</li><li>Ability to manage multiple priorities and deadlines in a fast‑paced environment.</li><li>Strong analytical abilities and sound financial judgment.</li><li>High level of integrity, discretion, and trustworthiness; able to maintain strict confidentiality.</li><li>Highly organized, detail‑oriented, and efficient, with excellent time‑management skills.</li><li>Proficient in Microsoft Excel; QuickBooks experience preferred.</li></ul>

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