90 Administration in California lowest at $12000.0+

Craigslist

Family Office Associate (Watsonville)

The Family Office Associate is a key member of a small, dynamic team supporting the financial, administrative, and operational needs of a Family Office located in Santa Cruz County, CA. This role requires strong organizational, financial, and interpersonal skills, along with the ability to manage a wide range of responsibilities, from day-to-day support and reporting to special projects and property coordination. In this role, you will work closely with the Head of Family Office and Principals, bringing a blend of technical expertise and operational agility. The ideal candidate is highly driven, detail-oriented and entrepreneurial, comfortable operating in a fast-paced, service-oriented environment. Financial & Accounting Management • Maintain general ledger and oversee all accounting processes including accounts. payable/receivable, cash flow tracking, expense reporting, month-end reconciliations across personal, investment and entity accounts. • Prepare and analyze financial statements and cash flow projections, including ad hoc financial summaries. • Organize financial records, receipts, and documentation for reporting and audit readiness. • Support risk management efforts by monitoring compliance, tax considerations, and regulatory requirements. Vendor, Operations & Property Oversight • Oversee vendor contracts, payments, and relationships across household, investment, and professional services. • Assist with management of residential and commercial properties, including budgets, repairs, insurance, and compliance. • Assist in preparing presentations and reports for family members, advisors, and external stakeholders. • Assist with project management across investments, renovations, events, or philanthropic initiatives. Administrative & Generalist Duties • Manage day-to-day operations of the family office. • Maintain and update key documents and secure digital records and files. • Provide support for special projects, family events, travel logistics, or concierge-level personal assistance for family members. • Manage office technology systems, providing mid-level IT support. Qualifications • Bachelor's degree in Finance, Accounting, Economics, Business, or a related field. • Minimum 5+ years of experience • Strong proficiency in Microsoft Excel and ability to learn various software. • Knowledge of basic accounting principles and financial reconciliation. • High attention to detail with exceptional accuracy in handling financial data and transaction processing. • Strong written and verbal communication skills to liaise with internal teams and external partners • Ability to handle confidential information with the highest level of professionalism and discretion • Ability to wear multiple hats in a small, dynamic environment, assisting wherever needed. • Has a proven “can do”, “make it happen” attitude.

375 Main St, Watsonville, CA 95076, USA

$100,000/year