Family Office Manager

CANYON STATE ELECTRIC•Tempe, AZ

2d•$100,000 - $120,000

About The Position

Canyon State Electric is seeking a highly organized, proactive, and detail-oriented Family Office Manager to oversee and manage the personal and professional affairs of the CEO and her family. This role is a unique blend of Family Manager, Executive Assistant, and Personal Assistant responsibilities, requiring an individual who can think strategically, anticipate needs, and execute with precision-including managing financial matters, household budgets, and accounting functions. The ideal candidate will "own the job," taking full responsibility for managing the executive's life, home, assets, and travel while optimizing time, costs, and overall efficiency. This position is not just about completing tasks but about thinking ahead, solving problems, and streamlining processes to ensure the executives can operate at their best.

Requirements

5+ years of experience in a similar role, such as Family Office Manager, Executive Assistant, or Personal Assistant.
Accounting and bookkeeping experience is required, including:
Proficiency with QuickBooks for managing accounts payable and receivables
Experience tracking budgets, expenses, and financial resources for personal or family offices
Ability to reconcile accounts and maintain accurate financial records
Understanding of basic bookkeeping principles and practices
Comfortable working with financial advisors, CPAs, and other financial professionals
Experience managing high-level individuals' or families' personal and professional lives.
Exceptional organizational and time management skills.
Strong strategic thinking and problem-solving abilities, with a focus on the "bigger picture."
Superior communication and interpersonal skills.
Proficiency in travel planning, budgeting, and expense management.
Familiarity with household management and property operations.
Proactive, resourceful, and solution-oriented.
Unwavering attention to detail and accuracy.
Ability to handle confidential information with integrity.
Flexibility to adapt to changing priorities and needs.
Commitment to spending resources wisely and optimizing outcomes.

Responsibilities

Act as the "CEO" of the CEO's life- maintaining personal and family calendar, ensuring seamless scheduling that factors in travel, meetings, and family obligations.
Anticipate and coordinate all aspects of the CEO's schedule, including personal appointments, errands, and events.
Manage household operations, including maintenance, vendor relationships, and property management.
Plan and coordinate business, personal, and family travel, optimizing travel itineraries for cost, convenience, and comfort.
Research and book accommodations, flights, transportation, and activities while managing travel budgets.
Ensure all travel logistics are thoughtfully aligned with the needs of the CEO and her family.
Oversee personal and family assets, including financial, real estate, and other investments, in collaboration with financial advisors and other professionals.
Track and ensure the efficient use of resources, including maintaining accurate records of household budgets, expenses, accounts payable, and receivables using QuickBooks.
Process and reconcile personal and household accounts, ensuring timely payment of bills and accurate financial tracking.
Think beyond direct instructions to anticipate needs, solve problems, and achieve overarching goals.
Optimize processes and systems to save time and money while maximizing results.
Provide thoughtful recommendations and solutions to improve the family's lifestyle and operations.
Manage personal communications and correspondence, ensuring timely responses and follow-ups.
Handle confidential information with discretion and professionalism.
Coordinate with family members, staff, and external contacts to ensure smooth daily operations.
Maintain meticulous attention to detail in all aspects of life management, from scheduling to budgeting.
Proactively identify and resolve potential issues before they arise.

Benefits

Industry-leading pay and discretionary incentive plan
Employee Stock Ownership Plan (ESOP)
Generous benefits - including one health insurance plan at $0 cost to the employee only
401k with 6% company match, 100% vested at 6 months
Vacation / PTO starting at 3 weeks per year
Paid holidays - beginning immediately
Fun, employee-oriented culture
Excellent growth and advancement opportunities
Opportunities to give back to the community
Stable, long-term career - not just another job
Tools you need to succeed - technology, training, support
Yearly boot voucher
Earn up to $1,500 bonus for every person you bring to work for CSE. There is no limit to the amount you can earn!