- Robert Half Finance & Accounting (San Francisco, CA)
- …automations) Requirements Who You Are + You've managed accounting for LLCs, trusts, or private clients- family office experience is a plus + You understand ... Description Accountant - Family Office San Francisco, CA |...accounts + Monitor cash flow, track liquidity, and support private investment reporting + Oversee financial closes and prepare… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description About the Company A private , multi-generational family office based in San Francisco is seeking an Associate to join its Client Services ... Accounting team. The organization provides a comprehensive suite of services including investment management, financial reporting, tax planning, and philanthropic support. With a collaborative and inclusive culture, the firm values excellence, integrity, and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …data (no data entry) Requirements + 3-5+ years in UHNW client service (RIA, family office , private bank, etc.) + Experience navigating complex client ... clients. As part of a growing team that manages bespoke single- family office structures (not a traditional MFO), you'll work alongside high-caliber professionals… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …6-8+ years of experience in a client-facing role, ideally in a multi- or single- family office , private wealth, or high-end financial services environment + ... Description Client Associate - Family Office San Francisco (Steps from Montgomery BART) | Hybrid $100,000-$130,000 base (DOE) + Bonus An established multi-… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Finance, or a related field + 4-6 years of accounting experience, preferably in family office , private wealth, or public accounting + Proficiency in ... Description Job Title: Senior Accountant - Family Office Location: San Francisco, CA | Hybrid Compensation: $110,000 - $135,000 + Bonus Jennifer Fukumae with… more
- Raymond James Financial, Inc. (New York, NY)
- …with a broad network of private / growth equity, venture capital, family office , and institutional investors, with transaction activity spanning key growth ... Raymond James Private Capital Markets (PCM) is a dedicated group...financial statements and accounting. + Advanced proficiency in Microsoft Office Suite and working knowledge of financial databases (eg,… more
- Robert Half Finance & Accounting (Oklahoma City, OK)
- Description An exclusive, private family office is seeking a detail-oriented and trustworthy Investment Accountant to oversee day-to-day financial ... attention to detail, organizational skills, and discretion Prior experience in a family office , wealth management, or private accounting environment is a… more
- Citigroup (San Francisco, CA)
- …degree preferred **Job Family Group:** Private Client Coverage **Job Family :** Family Office **Time Type:** **Primary Location:** San Francisco ... The Global Family Office Group ("the Group") is...client base ranges from the growing number of sophisticated private clients with an institutional profile and wallet ("Institutional… more
- The Calendar Group (New York, NY)
- …travel platforms. + Bachelor's degree preferred; background in luxury services, estate management, or private family office a plus. + Valid US passport and ... and presentations as needed. + Liaise with attorneys, financial advisors, agents, family office staff, and other high-level stakeholders. + Coordinate travel… more
- Citizens (Palm Beach, FL)
- …Palm Beach, Palm Beach Gardens and Jupiter. As a Private Banker in the Private Bank Office you will have the opportunity to work in service, support, and ... Description Citizens Private Bank is continuing to expand its footprint...include + Contribute to the overall success of the office by delivering a white glove experience to all… more