Family Office Executive

Job Description

Job Title: Family Office Executive
Location: (Remote within Puerto Rico)

About the Opportunity
GRC Executive is conducting a search for a Family Office Executive to support and manage the operations of a small family office based in Puerto Rico. This role requires a financially skilled professional who is highly organized, self-directed, and comfortable working independently.

The position offers flexibility and remote work, though the candidate must reside and work in Puerto Rico.

Key Responsibilities

• Oversee financial tracking and reporting for family office activities
• Manage real estate accounting and related financial documentation
• Build and maintain financial models, tracking systems, and reports in Excel
• Monitor expenses, cash flow, and investment-related data
• Coordinate with external professionals including accountants, attorneys, and property managers
• Maintain organized records and ensure accuracy of financial data
• Identify operational or financial issues and resolve them proactively

Qualifications

• Strong proficiency in Microsoft Excel
• Experience with real estate accounting or property-related financial management
• Strong analytical, financial, and organizational skills
• Ability to work independently with minimal oversight
• Self-starter with strong problem-solving capabilities
• High level of discretion and professionalism
• Must be located in Puerto Rico

Preferred Background
• Experience in a family office, investment firm, or real estate business
• Background in finance, accounting, or business administration
Work Environment
• Remote with flexible hours