Family Office - Senior Client Operations (Newport Beach)
Oliver James Associates · Newport Beach, CA
$120k – $150k/yrPosted 6h agoAccounting & Finance
Position summary
A Family Office & Wealth Manager is looking for a Senior Client Operations to support the firm and their clients. About the job Serve as a primary point of contact for clients, their families, and their external service providers. Maintain centralized documentation and manage access controls. Oversee household and entity accounts payable and receivable. Categorize and reconcile expenses, ensuring accuracy and adherence to established budgets. Assist with the subscription process and ongoing adm…
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