Family Office Resume Sample

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Kailyn Becker
1968 McDermott Vista,  Philadelphia, PA
+1 (555) 154 0085

Work Experience

Account Manager, Global Family Office
08/2016 - PRESENT
San Francisco, CA
  • Client servicing experience and proven work record
  • Knowledge of trust/banking products and services usually acquired through related work experience is required to service client and administrative needs
  • Organizational and time management skills are necessary in order to monitor consistent flow of requests in a daily deadline, time-critical environment
  • Critical thinking, analytical and problem solving skills are needed to identify and resolve client inquiries
  • Acts as the key gatekeeper and liaison to external private bankers and other advisers
  • Provide regular updates on the investment portfolios
  • Manage transactions and conduct bank reconciliation to maintain records correctly
Family Office Accountant
07/2011 - 05/2016
Detroit, MI
  • Ensure portfolio performance reporting is accurate
  • Build out Family Office practice across Moss Adams’ market, including strategy, staffing, infrastructure, growth and service plans
  • Serve as the firm-wide lead of the Family Office Practice, establishing and collaborating with regional leaders across Moss Adams’ footprint
  • Proven ability to operate in collaborative manner with client’s outside advisors
  • Resolve any owner / family inquires, issues, and special requests quickly and accurately,
  • Review and approve monthly, quarterly, and annual personal financial statements and variance reports
  • At least 5years of experience working at a high level in a Family Office or similar "high touch"
  • Strong user of Advent is required
Supervisor Family Office Group
11/2007 - 03/2011
Los Angeles, CA
  • Responsible for reconciling various types of bank accounts, including checking accounts
  • Responsible for recording portfolio income and reconciling to monthly broker investment statements
  • Responsible for recording alternative transactions in QuickBooks and reconciling to K-1’s
  • Responsible for credit card statement processing – system input and documentation review for proper classifications
  • Responsible for tracking and following up on transactions
  • Respond quickly to clients’ various requests
  • Understand the Clients’ business, strategic goals and objectives
  • Preparation of financial statements for client entities including Trusts and Companies, in accordance with best practice and relevant reporting standards


Everest University - Orlando Campus
2003 - 2007
Bachelor's Degree in Accounting

Professional Skills

  • Strong processing skills and the ability to deliver high quality service to a small group of high profile clients
  • Previous experience in a Family Office setting
  • Experience with Financial Reporting / Statement Preparation
  • Business management / family office accounting experience
  • Experience in a public accounting firm
  • Experience in an accounting role
  • Experience reconciling financial information (cash, accounts receivable, accounts payable, etc.)

How to write Family Office Resume

Family Office role is responsible for securities, finance, credit, training, compensation, accounting, payroll, bookkeeping, reporting, research.
To write great resume for family office job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Family Office Resume

The section contact information is important in your family office resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Family Office Resume

The section work experience is an essential part of your family office resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous family office responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular family office position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Family Office resume experience can include:

  • Plan workload to ensure that all financials are ready in good time to meet any regulatory or tax filing, or client advised deadline
  • Preparation of ad-hoc reporting as requested by the client or in order to demonstrate adherence to solvency requirements
  • Develop a strong professional relationship with the client servicing team
  • Preparing monthly cash flows, including estimating sources and uses, as well as other performance reports
  • Providing exceptional service to all of our clients by processing transaction requests in an accurate and timely manner
  • Driving high satisfaction, quality and efficiency for both the client and Fidelity

Education on a Family Office Resume

Make sure to make education a priority on your family office resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your family office experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Family Office Resume

When listing skills on your family office resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical family office skills:

  • Effective accounting and organizational skills required
  • Strong understanding of basic accounting, financial and business analytics
  • Maintain a good working knowledge of best practice and apply to the template reporting models
  • Proven business success of building coverage of Family Office’s
  • Related accounting experience
  • Accounting/Finance experience required

List of Typical Experience For a Family Office Resume


Experience For Family Office Accountant Resume

  • Assists with creating and implementing complex banking structures, including treasury management services
  • Works with relationship managers in developing/identifying additional business, preparing for client meetings and coordinating the service team
  • Advise on potential accounting issues & best practises
  • Maintain record of status of financial statements for inclusion in management reporting. Fiduciary Expertise
  • $122 billion in banking assets
  • Private equity reconciliation and exposure reporting
  • Coordinates the daily execution of client requests, communicating progress status with clients, vendors and the internal service team, regularly
  • Maintains internal documented procedures for assigned client relationships, including special procedures
  • Query anomalies in the financial data, escalate as appropriate and ensure notes to the accounts provide sufficient data to be understood by the reviewer

Experience For Account Manager, Global Family Office Resume

  • Close down period end
  • Maintain an understanding of relevant Trust and Company Law as it effects entities within the client book, and the requirements of good corporate governance and apply to daily activity Client Profitability
  • Identify and remediate anomalies in the financial data Systems
  • $6.4 trillion in assets under custody
  • $906 billion in assets under management
  • Identify and pursue new investment opportunities through consultative dialogues with investors. Exploit the full breadth of the firm’s investment expertise and strategies to bring innovative and timely investment ideas and solutions to our clients
  • Work collaboratively with partners within BlackRock to meet clients’ needs and objectives, both in country and across specialist BlackRock Investment groups
  • Works with bankers, relationship managers and account managers to support daily client banking needs; supporting all banking products and services. Acts as banking contact for service team
  • Processes daily transactions as required by the client including, but not limited to, communication of complex loan pricing, loan borrowings, loan payments, requests for funds under established lines of credit

Experience For Family Office Controller Resume

  • Directs set up of various types of client accounts and services. Keeps abreast of all new products/services to respond to client inquiries and assist in selling services
  • Interacts with partners in various operating areas to ensure accurate processing, to resolve issues and to research client inquiries
  • Assist with coordinating third party lending. (Mortgages/Line of Credit)
  • Review the General ledger and perform personal accounting work
  • Overall cash flow management, including the preparation of monthly/quarterly financial statements for all entities
  • Assist with the compilation of annual tax package for outside Accounting Firm

Experience For Accounting Associate, Family Office Resume

  • Management of ad-hoc requests and the financial aspect of special projects, including such items as real estate transactions
  • Monthly, quarterly and annual portfolio performance reporting by entity and manager
  • Coordination with management's outside accountants for preparation of quarterly and annual tax filings
  • Reconciliation of bank statements and credit cards
  • Process payroll, Cash management

Experience For Family Office Administrator Resume

  • Daily management of the personal accounts payable function
  • Assist with the preparation of quarterly tax projections and estimates
  • Hedge Fund redemptions and subscriptions
  • Reconcile Balance Sheet accounts monthly, resolve issues timely and ensure balances are properly supported and explained
  • Support the monthly financial close process by processing the necessary journal entries and performing the required variance analysis. Ensure accuracy and timelines with adherence to the deadline

Experience For Senior Accounts Payable Specialist Family Office Services Group Resume

  • Review and analyze monthly activities for accuracy providing recommendations when opportunities for improvement are presented
  • Prepare Ad Hoc Analyses and complete projects
  • Works with relationship managers to ensure appropriate and necessary documentation is received and maintained
  • Support in-house month-end close process of various entities, including consolidation, application of service agreements, and review of fixed assets, leases and accruals
  • Work closely with TS Fund Accounting, Tax, Treasury, Financial Planning, HR, Legal, Compliance, and Workplace Services teams to enhance the day-to-day operations of the firm

Experience For Senior Accountant Family Office Services Group Resume

  • Review and reconcile investments on monthly/quarterly/annual basis to statements and evaluate performance
  • Prepare allocation schedules for capital calls and distributions
  • Ensure that capital calls, distributions, invoices and other cash movements are sent / received
  • Assist with cash management
  • Prepare daily and monthly cash reconciliations and resolve any discrepancies
  • Work closely with tax accountants to facilitate timely completion of tax returns and preparation of quarterly tax payments
  • Help facilitate the creation of new investment partnerships and work closely with the accountants

Experience For Accounting Manager Family Office Services Group Resume

  • Help develop and enhance controls and policies and procedures
  • Receives service requests from clients and partners; coordinates or executes daily client activity, oversees transaction processing, handles inquiry resolution, obtains appropriate documentation necessary for the completion of account reviews, and ensures systems information is up-to-date
  • Communicates with clients regularly to inform them of account set-up or status, document requests, or other information
  • Committed to fiduciary/administrative excellence
  • Professional maturity (e.g., know when to move “off” an issue)

Experience For Accounting Senior Manager Family Office Services Group Resume

  • Proactively anticipate and address issues/road blocks
  • Able to wear multiple hats and work with a small team
  • Be able to read and review quarterly reports

List of Typical Skills For a Family Office Resume


Skills For Family Office Accountant Resume

  • Strong written and verbal communication skills with family and team members; ability to handle issues quickly and promptly
  • Handle multiple tasks and set priorities with ease, and reprioritize quickly if necessary
  • Proven attention to detail, quick turnaround times, and ability to prioritize to meet deadlines
  • Prior experience in TriNet, ADP or Ceridian
  • Experience in an office environment
  • Strong work ethic/ values

Skills For Account Manager, Global Family Office Resume

  • Deal with queries in an effective and timely manner
  • Assist the Vice President of Client Services and reviewing existing XTRAC workflows and associated reporting, looking for efficiency and accuracy improvements
  • Prepare day to day accounting including but not limited to reconciliation of bank accounts, tracking rent, ensuring interest rates are correct
  • Accounts payable, including processing invoices, following up with vendors and resolving discrepancies in a timely manner
  • Maintain and enter data into the brokerage systems including: processing disbursements; securities; cashiering; adjustments; bank wires and journals
  • Develop, document, maintain and continually improve systems, processes and procedures supporting recordkeeping, analysis, and reporting
  • Assist in the implementation and maintenance of accounting policies and documentation supporting the closing function
  • Manage group’s staff and delicate engagements according, ensuring the staff’s performance is meeting the Firm’s standards

Skills For Family Office Controller Resume

  • Extensive knowledge of QuickBooks, Microsoft Office (particularly Excel), and online banking portals for remittance processing
  • Understand GAAP and general accounting information and process data entry into the accounting system
  • Assist with tax related projects, accounting and planning
  • Ensure staff’s performance is meeting the Firm’s standards and provide frequent quality on the job training and constructive feedback
  • Track investment activity for hedge and private equity investments including capital calls, distributions and remaining capital commitments
  • Travels to client locations on a selected basis where revenue, new business opportunities and or servicing require a call

Skills For Accounting Associate, Family Office Resume

  • Knowledge of family partnership and foundation accounting
  • Post / maintain investment accounting transactions
  • Extensive knowledge of financial spreadsheets and accounting
  • Maintain books and records for various entities including individuals, trusts, foundations, LLC’s and partnerships
  • Self-starter, quick learner, willing to take direction
  • Provide timely reporting to Co-Chairman, teams and counterparties/regulatory bodies
  • Contribute to annual audit of public charities, including support of auditor testwork and financial statement preparation

Skills For Family Office Administrator Resume

  • Coordinate with TS Fund Accounting to understand offerings and applicable impact on Family Office entities
  • Identify areas for process improvements and establish efficiencies and enhanced reporting/analytics
  • Coordinate with TS Tax on quarterly tax estimates, including 1042 payments, and year-end K-1s/returns
  • Maintain internal cash reconciliation and support payment review, cash controls and cash forecasting
  • Maintain office schedule and calendar
  • Professional team player with a positive, self-motivated attitude; capacity to think "outside the box"
  • Assist with the prefill of applications/forms
  • Actively participate in meetings and process improvement initiatives
  • Able to interact with all levels of management and business partners

Skills For Senior Accounts Payable Specialist Family Office Services Group Resume

  • Advanced proficiency with Microsoft Outlook and Office
  • Request, format, and deliver daily, weekly, monthly reports to the Client Service Managers or clients
  • Provide administrative support for seasonal and ad hoc projects
  • Provide backup phone coverage in times of heavy call volume
  • Serve as liaison with the tax preparer, outside accountants, and investors
  • Work with the companys tax accountant on the East Coast on tax compliance and review payroll tax returns

Skills For Senior Accountant Family Office Services Group Resume

  • Work with the company’s tax accountant on the East Coast on tax compliance and review payroll tax returns
  • Perform daily, monthly, quarterly, and annual accounting activities including reconciliations of bank and investment accounts and monthly financial close procedures
  • Prepare, examine, and analyze accounting records, financial statements and supporting documentation, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards
  • Communicating financial results, including variances, to management
  • Assist with prepare meeting materials for family branch meetings
  • Assist in budget preparation and analysis
  • Responsible for the maintenance of the general ledger and preparation of reconciliations, journal entries and adjustments, as necessary

Skills For Accounting Manager Family Office Services Group Resume

  • Proficiency with Microsoft Office products, specifically Excel and Word
  • Plan, organize and prioritize many tasks and responsibilities while maintaining a positive attitude; capable of multi-tasking with family and team members; effective time management skills
  • Works well independently or in team situation. Self-motivated, pleasant, and detail oriented, with minimal supervision required
  • Perform and/or supervise day to day processing of client vendor invoices and other payments to ensure that the clients’ finances are maintained in an effective, up to date, and accurate manner following mandated procedures and controls
  • Communicate with clients’ or their representatives to track, receive and verify vendor invoices, process payments and maintain up to date cash balances and projected cash needs

Skills For Accounting Senior Manager Family Office Services Group Resume

  • Work with the team to develop reporting capabilities from principal ledger/accounting system
  • The leadership and Performance Management of 6 Relationship Directors
  • Perform accounting services for clients including but not limited to: calculate and prepare monthly journal entries, prepare/review monthly cash and investment reconciliations, review general ledgers and monthly close
  • Prepare and or review entity, personal and consolidated financial statements on cash, accrual and tax basis of accounting, prepare customized reports, cash flow reporting and budgeting, Trust and Estate Accounting/Administration, and maintain information for tax planning and compliance
  • Execute other client services as needed including but not limited to; coordinate asset purchases, sales and financing transactions, contract monitoring/compliance, insurance monitoring and oversight, and residence management
  • Analyze performance of operating entities and/or personal investments; offer recommendations based on this analysis
  • Prepare and analyze monthly and quarterly sales tax information for operating entities

Skills For Senior Accountant, Family Office Resume

  • Work with Partner, Managers and Staff in the Family Office group to ensure deadlines are met and any issues or discrepancies are reported in a timely manner
  • Participate in the Family Office Group’s operational and administrative initiatives including the development and implementation of systems, processes, procedures, controls and staff training designed to accommodate the clients’ needs and the group’s objectives
  • Provide day-to-day leadership and management of staff; hire, train, and motivate team members and assess employees’ ability to achieve desired performance levels
  • Knows how to connect the dots, understand the “big picture” while focusing on/appreciating the details
  • Committed to the organization and to superior quality of client service

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