Fiduciary Officer - Single-Family Office - Newport Beach, CA - beBeeFamilyOffice

    beBeeFamilyOffice
    beBeeFamilyOffice Newport Beach, CA

    1 day ago

    Job title: Managing Director

    Description

    Executive Leadership Opportunity

    We are seeking a Managing Director to join our team. This role will serve as a co-leader for the Family Office, providing strategic tax, trust and estate planning.


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    +We are seeking a Family Office Accounting Coordinator who is eager to learn, is a natural organizer, and who thrives in an environment where no two days are the same. · +Maintain general ledgers for client entities, trusts, and personal accounts. · Reconcile bank and investment ...

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    We are a boutique Independent Registered Investment Advisor providing comprehensive wealth management and trustee services to high-net-worth families. · Maintain general ledgers for client entities trusts and personal accounts. · Reconcile bank and investment accounts monthly and ...

  • Only for registered members Newport Beach

    We are seeking a candidate experienced in Family Office Accounting and/or Trust Administration to help support the operations of a growing family office and private fiduciary practice. · ...

  • Only for registered members Newport Beach, CA

    We are seeking a candidate experienced in Family Office Accounting and/or Trust Administration to help support the operations of a growing family office and private fiduciary practice. · This is a meaningful, hands-on role for someone who thrives in a relationship-driven environm ...

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