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Director of Operations - Family Office

The Quest Organization
  • Atlanta, GA
  • Quick Apply
30+ days ago

Job Description

Director of Family Office Operations


A growing multi-family office is seeking an experienced Director of Family Office Operations to support ultra-high-net-worth individuals, founders, and entrepreneurial families. This is a client-facing leadership role responsible for coordinating complex financial, operational, and planning matters across multiple disciplines.


Responsibilities:


  • Lead the day-to-day execution of family office services
  • Coordinate estate, tax, investment, cash flow, and liquidity planning
  • Manage trusts, LLCs, partnerships, and complex entity structures
  • Serve as the primary point of contact with CPAs, estate attorneys, investment advisors, bankers, and trustees
  • Prepare client presentations and planning materials
  • Oversee planning workflows and ensure timely execution
  • Proactively identify opportunities and resolve issues for clients


Qualifications:


  • 8+ years of experience in a family office, multi-family office, trust company, or UHNW wealth management environment
  • Experience working with founder-led or entrepreneurial families
  • Strong knowledge of estate planning, tax coordination, investments, trusts, and entity management
  • Highly organized with excellent communication and project management skills
  • CFP, CPA, CFA, or JD is a plus, but not required

Numbers & Facts

LocationAtlanta, GA
IndustryStaffing/Employment Agencies
Company Size10 to 19 employees
Year Founded1985
Websitehttp://www.questorg.com

About Company

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.

Skills

  • Cash Flowunmatched
  • Certified Public Accountant (CPA)unmatched
  • Chartered Financial Analyst (CFA)unmatched
  • Communication Skillsunmatched
  • Customer Relationsunmatched
  • Entrepreneurshipunmatched
  • Estate Planningunmatched
  • Financial Operationsunmatched
  • High Net Worthunmatched
  • Investment Servicesunmatched
  • Leadershipunmatched
  • Liquidityunmatched
  • Materials Planningunmatched
  • Operational Supportunmatched
  • Operations Planningunmatched
  • Organizational Skillsunmatched
  • Presentation/Verbal Skillsunmatched
  • Project/Program Managementunmatched
  • Resolve Customer Issuesunmatched
  • Sales Presentationunmatched
  • Tax Planningunmatched
  • Time Managementunmatched
  • Wealth Managementunmatched

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