Job Description
Job Description
Job Title: Family Office Bookkeeper / Admin
Location: Pinecrest, FL
Reports To: Family Office Controller
Position Overview:
MMG Equity Partners is seeking a detail-oriented and trustworthy Family Office Bookkeeper / Admin to manage key accounting and administrative functions related to the personal financial affairs of the firm’s principals. This individual will play a critical role in supporting the family’s financial organization and ensuring accurate and timely handling of tax, insurance, and healthcare documentation.
Key Responsibilities:
- Bookkeeping for owners personal checking accounts
- Support limited personal bill payments and reconciliation for designated accounts.
- Submit monthly expense reports of credit card reporting
- Bookkeeping of owner’s foundations & charitable giving
- Maintain organized digital and physical records of all relevant financial and insurance documentation.
- Assist with the administration of Life Insurance Trust requirements
- Submit and track medical insurance claims to ensure they are applied toward deductibles; maintain records of medical expenses and insurance correspondence.
- Manage all aspects of property insurance for primary and secondary residences, including policy renewals, claims, and coordination with brokers.
- Handle ad hoc financial tasks commonly associated with family office operations (e.g., vehicle insurance renewals, charitable contribution tracking, document notarization coordination).
- Interface with wealth advisors, attorneys, and external vendors on behalf of family members as needed.
- Coordinate and organize tax documentation for all investment holdings across family entities and individuals; liaise with internal and external CPAs to support annual tax filings.
- Ensure confidentiality, accuracy, and discretion in all matters.
Qualifications:
- Bachelor’s degree in Accounting, Finance, or related field.
- 2–4 years of relevant accounting or family office experience.
- Strong understanding of tax documentation, medical insurance claims, and personal property insurance.
- Highly organized with attention to detail and the ability to manage sensitive information with discretion.
- Proficient in Microsoft Excel, SAP Concur and QuickBooks (or similar accounting software).
- Self-motivated, proactive, and capable of managing multiple responsibilities independently.
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