Assistant Director, Family Office

The Quest Organization

Washington, DC

JOB DETAILS
SKILLS
Accounting, Administrative Skills, Analysis Skills, Billing Records, Cross-Functional, Documentation, Estate Planning, Executive Assistant Skills , Financial Management, Financial Operations, High Net Worth, Insurance, Investment Accounting, Investment Services, Legal, Legal Support Skills, Microsoft Office, Organizational Skills, Professional Services, Project Tracking, Project/Program Management, Real Estate, Regulatory Compliance, Spreadsheets, Tax Accounting, Tax Planning, Time Management
LOCATION
Washington, DC
POSTED
2 days ago

Assistant Director, Family Office


Single Family Office is seeking an Assistant Director, Family Office to support the Managing Director in overseeing the financial, operational, and administrative functions. You would assist in managing the family's assets and coordinates accounting, legal, tax, estate planning, investment, and philanthropic activities.


Responsibilities:


  • Support the day-to-day operations of the Family Office.
  • Coordinate with attorneys, accountants, banks, investment advisors, and other professional service providers.
  • Track projects, deadlines, compliance requirements, and deliverables.
  • Manage spreadsheets, project trackers, reports, and confidential documentation.
  • Assist with contracts, billing, document execution, and notarization.
  • Support special projects and cross-functional initiatives.
  • Help oversee family assets, insurance matters, trusts, and other administrative functions.
  • Partner with Family Office staff to ensure seamless execution of priorities.


Qualifications:


  • Bachelor's degree required.
  • 3+ years of Family Office experience or comparable experience supporting high-net-worth families or executives with exposure to real estate, legal, tax, accounting, or investment activities.
  • Advanced Microsoft Office skills, particularly Excel.
  • Strong accounting or legal aptitude preferred.
  • Excellent organizational, project management, communication, and analytical skills.
  • Ability to handle highly confidential information with professionalism and discretion.

About the Company

T

The Quest Organization

For over 30 years, The Quest Organization and its related entities have been a highly respected leader in Executive Search and Business Advisory Services, taking a holistic approach to finding not only the most talented individuals for “C” level executives and Middle Management Professionals, but making sure that our clients have truly defined their need both from a technical perspective and an overall “fit perspective. The hallmark of our success is the extraordinary experience and business acumen of our professional staff with a combined 50+ years of achievements in Executive Search and Advisory Services.
With backgrounds as CPAs in the Big “4″ and as financial professionals in industry, we are uniquely positioned to provide our clients with meaningful hiring recommendations, grounded in a thorough understanding of their overall business including their operations, finance, accounting, human capital and sales.

Our staff through their daily transactions in the employment marketplace and extensive participation in regional business organizations, is well positioned to provide candidates from mid level to CEO’s with insightful advice on career planning and positioning. Every candidate that we represent, benefits from a comprehensive interview to ensure they are considered for appropriate opportunities which match their capabilities, experience, desired compensation and quality of life attributes. We are known to provide the most meticulous interview preparation and follow through in the industry.

COMPANY SIZE
10 to 19 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
1985
WEBSITE
http://www.questorg.com