Family Office Bookkeeper / Admin Position Available In Miami-Dade, Florida

Job Title:

Family Office Bookkeeper /

Admin Location:

Pinecrest, FL Reports To:

Family Office Controller Position Overview:

MMG Equity Partners is seeking a detail-oriented and trustworthy Family Office Bookkeeper / Admin to manage key accounting and administrative functions related to the personal financial affairs of the firm’s principals. This individual will play a critical role in supporting the family’s financial organization and ensuring accurate and timely handling of tax, insurance, and healthcare documentation.

Key Responsibilities:

Bookkeeping for owners personal checking accounts Support limited personal bill payments and reconciliation for designated accounts. Submit monthly expense reports of credit card reporting Bookkeeping of owner’s foundations & charitable giving Maintain organized digital and physical records of all relevant financial and insurance documentation. Assist with the administration of Life Insurance Trust requirements Submit and track medical insurance claims to ensure they are applied toward deductibles; maintain records of medical expenses and insurance correspondence. Manage all aspects of property insurance for primary and secondary residences, including policy renewals, claims, and coordination with brokers. Handle ad hoc financial tasks commonly associated with family office operations (e.g., vehicle insurance renewals, charitable contribution tracking, document notarization coordination). Interface with wealth advisors, attorneys, and external vendors on behalf of family members as needed. Coordinate and organize tax documentation for all investment holdings across family entities and individuals; liaise with internal and external CPAs to support annual tax filings. Ensure confidentiality, accuracy, and discretion in all matters.

Qualifications:

Bachelor’s degree in Accounting, Finance, or related field. 2-4 years of relevant accounting or family office experience. Strong understanding of tax documentation, medical insurance claims, and personal property insurance. Highly organized with attention to detail and the ability to manage sensitive information with discretion. Proficient in Microsoft Excel, SAP Concur and QuickBooks (or similar accounting software). Self-motivated, proactive, and capable of managing multiple responsibilities independently.