Description We are seeking a Family Office Manager to join our client's team based in the Lawrenceville, New Jersey area. This role involves serving as a communication hub for high-net-worth clients, overseeing financial management tasks, and coordinating with various stakeholders. Responsibilities: • Act as the primary communication point for high-net-worth clients, their family members, and other financial professionals such as accountants and attorneys. • Respond promptly and efficiently to client or advisor queries related to financial matters. • Supervise daily financial management tasks including bill payments, bookkeeping, wire transfers, and monitoring liquidity. • Oversee the distribution of client tax reporting documents and ensure their timely delivery. • Design and monitor financial calendars to ensure the timely payment of various financial commitments. • Collaborate with clients' legal and insurance representatives on relevant matters. • Coordinate with clients’ employers for compensation and benefits monitoring. • Oversee activities related to Private Foundations, including the processing of personal charitable donations. • Generate comprehensive financial reports on a monthly or quarterly basis, utilizing tools such as Excel and QuickBooks. Requirements • Must have a bachelor's degree in finance, business administration, or a related field • Proven experience in a similar role within the investment management industry, preferably in a family office • Strong administrative assistance skills, with the ability to manage complex schedules and organize tasks efficiently • Excellent communication skills, both written and verbal, with a keen attention to detail • Proficiency in using financial software and Microsoft Office Suite • Ability to handle sensitive information with confidentiality and discretion • Strong interpersonal skills, with the ability to build relationships with clients and team members • Knowledge of investment strategies, financial planning, and risk management • Ability to work under pressure and meet deadlines without compromising on work quality • Must possess a strong ethical and professional conduct • Knowledge of regulatory standards and compliance requirements in the investment management industry • Strong analytical skills and the ability to make informed decisions based on data • Must be a strategic thinker with excellent problem-solving abilities. 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. © 2024 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) .