Family Office Assistant Controller

POSITION SCOPE AND ORGANIZATIONAL IMPACTThe Family Office Assistant Controller will be responsible for managing the financial affairs of the Family Office division. This position includes managing complex financial structures such as trusts, partnerships, and investment vehicles and providing financial reporting and analysis to key stakeholders. The Assistant Controller will report directly to the Chief Investment Officer and the managing members to ensure the smooth operation of the Family Office. This opportunity is a full-time position in an intimate single-family office in downtown Fort Lauderdale. ESSENTIAL JOB DUTIES AND RESPONSIBILITIESFamily Office asset management (properties, boats, vehicles, jets, investments)Handle bill pay administration for all family members and assets under managementPrepare monthly, quarterly, and annual financial statements and reports for the family and external parties such as auditors and tax authorities, including personal assets/operations and various business entitiesInvestments – know the family investments and manage the relationships with external Investment Managers, review investment reports from Investment Managers, summarize the reports for the family, and provide input, when requested, on investment decisionsTrack and record investments and investment income while managing the reconciliation of investment transactions and preparing investment performance reportsManage the Family Office's daily financial operations and accounting functions, ensuring that all transactions are accurately recorded and reportedPerform general accounting duties, including accounts payable, accounts receivable, and bank reconciliationsPerform monthly and year-end closing processesEnsure all financial records are maintained in compliance with generally accepted accounting principles (GAAP) and applicable regulationsCommunicate with external investment managers and other service providers to ensure timely receipt and accuracy of financial dataCollaborate with tax preparers and other financial advisors to ensure compliance with tax and regulatory requirementsKey administration role for the family's financial intelligence software platformPerform other duties as assigned EDUCATION AND WORK EXPERIENCEPrior experience as an Assistant Controller or Asset Manager7+ years of relevant public or private accounting experienceMA in Accounting, Finance, or similarCPA RequiredExperience with Real Estate and Family Offices is highly preferredAbility to work independently and to manage time to meet deadlinesSkill in managing highly sensitive topics and maintaining confidentialityTechnically savvy and excellent Microsoft Office software skills