Family Office Supervisor
Klassic Recruitng
Apply to this job West Palm Beach, FL, us on site Until 8/22/2026 First posted March 26, 2025 Last posted March 26, 2025
Job description
Klassic Recruiting in partnership with our client is searching for a Family Office Supervisor for their firm.
SPECIFIC RESPONSIBILITIES INCLUDE:
- Assumes full responsibility for supervising engagements and special assignments.
- Executes and reviews accounting operations for high net worth families & their separate entities.
- Participates in the training and supervision of less experienced staff assigned to engagement.
- Communicates and corresponds with clients.
- Responsible for coordinating, reviewing, implementing & monitoring the financial operations of high net worth families.
SKILLS AND EXPERIENCE REQUIRED:
- At least five - ten years’ related experience demonstrating a progression in complexity of responsibilities.
- Bachelor’s degree in accounting, or equivalent training and experience.
- Proficiency with firm software and Microsoft programs.
- Well-rounded knowledge of accounting principles.
- Ability to communicate clearly and concisely in English.
- Ability to work independently as well as with others in a team environment.
- Detail-oriented; strong organizational skills and ability to multi-task and establish priorities.
Job Type: Full-time
Required education:
- Bachelor's
Required experience:
- high net worth client: 5 years
All your information will be kept confidential according to EEO guidelines.
About this role
Summary
Supervise accounting and financial operations for high net worth families and clients.
Job title
Family Office Supervisor
Experience level
5-10 years
Industry
finance
Location requirements
West Palm Beach, FL, remote work not specified
Salary
Not specified
Management role
No
Skills & keywords
Required skills
accounting principlesMicrosoft programscommunication
Preferred skills
None specified
Specializations
accountingfinancial operationshigh net worth
Locations
Structured locations inferred from the posting.
West Palm Beach, FL, USA
On-site City