Private Family Services of Oxford Coordinator

Oxford Financial Advisors•Cincinnati, OH

4d•Hybrid

About The Position

The Private Family Services of Oxford Coordinator (PFS) provides comprehensive back-office support to ultra-high-net-worth clients and families as part of the Private Family Services of Oxford team. This role Coordinator manages a full spectrum of financial operations, including bill pay, bookkeeping and financial reporting for personal and charitable entities. Additional responsibilities include administrative and concierge-level services including travel arrangements, household management and administrative support.

Requirements

Previous experience supporting a c-suite level executive a minimum of three to five years of relevant work experience
Must have strong computer skills including Microsoft Office products; Quicken, Quick Books experience preferred
Excellent written, verbal and interpersonal communication skills; able to interact effectively with internal and external stakeholders.
Highly organized and detail‑oriented; able to manage multiple priorities, tasks and deadlines concurrently
Proven analytical and problem‑solving skills with ability to produce accurate, data‑driven work
Professional demeanor with an uncompromising respect for discretion and confidential matters
Able to work both independently and as part of cross‑functional teams; demonstrated ability to execute projects or workstreams and follow through to completion

Nice To Haves

Bachelor’s degree in accounting, business administration or related field preferred
Experience with charitable foundations or donor-advised funds a plus

Responsibilities

Review invoices for accuracy and verify new vendors with client
Process payments for family members with precision and timeliness
Maintain and reconcile all checking accounts
Prepare monthly bill payment summaries integrated into comprehensive reporting packages
Generate financial reports tailored to client needs and specifications
Develop and maintain detailed records and filing system for accounts
Track and document family gifting donations
Compile quarterly and annual financial reports for client accountants
Manage bill payment across multiple family entities
Collaborate with Client Services and other Family Office Services Technical teams to ensure seamless client communications and reporting
Gather and organize ta documentation for Client Services team
Draft and send correspondence letters as needed
Coordinates property maintenance and household management services
Research solutions to client inquiries
Arrange travel arrangements as needed
Maintain current records of client information and preferences
Acknowledges charitable requests and requests donation confirmation letters
Perform other duties as assigned to support team objectives and client needs