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Executive Assistant/Concierge Accountant
Job
Robert Half
Remote
Full-Time
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Job Description
A private family office supporting a high-net-worth individual and spouse is seeking a detail-oriented and highly discreet professional to serve in a hybrid role combining accounting operations with executive and personal support. This position requires a proactive individual who can seamlessly balance financial responsibilities with high-touch concierge-level service.
The ideal candidate thrives in a fast-paced environment, anticipates needs before they arise, and operates with the utmost level of organization and confidentiality.
Key ResponsibilitiesAccounting & Accounts Payable (Approx. 50%)Manage full-cycle accounts payable, including reviewing invoices, obtaining approvals, entering bills, and executing payments via QuickBooks (online and check-based)Prepare physical checks for signature and ensure timely distributionPost payments received and maintain accurate records, including scanning and attaching documentation in QuickBooksReconcile accounts, analyze billing discrepancies, and proactively communicate with vendors to resolve issuesMaintain organized financial records and documentation across multiple entitiesUpdate and maintain Excel schedules tracking personal and business assetsSupport the CFO, Controller, and external accountants with reporting, documentation, and ad hoc financial analysisExecutive Assistant & Concierge Support (Approx. 50%)Provide high-level administrative and personal support to the principal and spouseCoordinate complex domestic and international travel, including full itinerary managementManage personal documentation, including passports, driver's licenses, and Global Entry renewalsHandle personal administrative requests such as annual school registrations, yearbook submissions, and RSVP coordination for family eventsOversee ordering of personal items and household needs for family membersReceive, open, sort, and distribute incoming mail and packagesAssist with event coordination, special projects, and ad hoc requestsFamily Office Operations & CoordinationServe as a central point of coordination across the family's ecosystem, ensuring alignment and communication across:
Domestic staff and Estate ManagerHR, CFO, Controller, and external accountantsExecutive protection team, pilots, drivers, and household personnelRanch managers, boat captain, and additional service providersFamily members and key stakeholdersSupport operational workflows to ensure seamless day-to-day execution across household and business activitiesAdditional ResponsibilitiesManage and prioritize multiple ongoing projects with shifting deadlinesMaintain strict confidentiality across all financial, personal, and operational mattersTake initiative in identifying process improvements and increasing efficiency across both accounting and administrative functionsHandle special projects and other duties as assigned by the family, CFO, or Controller
The ideal candidate thrives in a fast-paced environment, anticipates needs before they arise, and operates with the utmost level of organization and confidentiality.
Key ResponsibilitiesAccounting & Accounts Payable (Approx. 50%)Manage full-cycle accounts payable, including reviewing invoices, obtaining approvals, entering bills, and executing payments via QuickBooks (online and check-based)Prepare physical checks for signature and ensure timely distributionPost payments received and maintain accurate records, including scanning and attaching documentation in QuickBooksReconcile accounts, analyze billing discrepancies, and proactively communicate with vendors to resolve issuesMaintain organized financial records and documentation across multiple entitiesUpdate and maintain Excel schedules tracking personal and business assetsSupport the CFO, Controller, and external accountants with reporting, documentation, and ad hoc financial analysisExecutive Assistant & Concierge Support (Approx. 50%)Provide high-level administrative and personal support to the principal and spouseCoordinate complex domestic and international travel, including full itinerary managementManage personal documentation, including passports, driver's licenses, and Global Entry renewalsHandle personal administrative requests such as annual school registrations, yearbook submissions, and RSVP coordination for family eventsOversee ordering of personal items and household needs for family membersReceive, open, sort, and distribute incoming mail and packagesAssist with event coordination, special projects, and ad hoc requestsFamily Office Operations & CoordinationServe as a central point of coordination across the family's ecosystem, ensuring alignment and communication across:
Domestic staff and Estate ManagerHR, CFO, Controller, and external accountantsExecutive protection team, pilots, drivers, and household personnelRanch managers, boat captain, and additional service providersFamily members and key stakeholdersSupport operational workflows to ensure seamless day-to-day execution across household and business activitiesAdditional ResponsibilitiesManage and prioritize multiple ongoing projects with shifting deadlinesMaintain strict confidentiality across all financial, personal, and operational mattersTake initiative in identifying process improvements and increasing efficiency across both accounting and administrative functionsHandle special projects and other duties as assigned by the family, CFO, or Controller