Description + Manage, update, and finalize financial agreements including loans, leases, and new investment documents. + Organize, record, and maintain files related to investments, insurance policies, tax matters, and estate planning. + Prepare, analyze, and enhance quarterly financial statements and performance reports for the family and its entities. + Support family members with bill payments and routine financial administration. + Coordinate the execution and tracking of charitable contributions and philanthropic initiatives. + Work closely with external tax advisors to support preparation of annual income tax and gift tax returns. + Collaborate with estate planning attorneys on gifting strategies and other estate planning initiatives. + Assist with daily cash management, liquidity monitoring, and financial forecasting. + Maintain and update compliance documentation, ensuring adherence to regulatory and internal standards. + Coordinate with third‑party investment managers to monitor performance, review statements, and track allocations. + Oversee financial aspects of real estate purchases, sales, and related documentation. + Review prospective investment opportunities to assess suitability and alignment with family objectives. + Uphold strict confidentiality and safeguard all sensitive personal and financial information. + Provide ad‑hoc reporting, analysis, and support for special projects as needed. Requirements + Bachelor’s degree required; Accounting or Finance preferred. CPA designation is a plus. + Strong written and verbal communication skills. + A collaborative team player who can work effectively with stakeholders across multiple levels and generations within the family. + Ability to manage multiple priorities and deadlines in a fast‑paced environment. + Strong analytical abilities and sound financial judgment. + High level of integrity, discretion, and trustworthiness; able to maintain strict confidentiality. + Highly organized, detail‑oriented, and efficient, with excellent time‑management skills. + Proficient in Microsoft Excel; QuickBooks experience preferred. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .