About Level Workforce, LLC
Level Workforce is an innovative consulting and workforce solutions agency dedicated to empowering businesses and business owners in the construction, real estate and finance industries. With over 25 years of combined industry experience, we are passionate about helping clients achieve their goals through strategic guidance, streamlined processes, and operational excellence.
Our team of seasoned professionals offers a range of consulting services, from business advisory to executive hands-on consulting, and staffing solutions to help develop tailored solutions that address our client's unique challenges and goals. We take a client-first approach and prioritize communication, collaboration, and transparency to ensure that our clients feel supported throughout their engagement with us.
THE LEVEL WORKFORCE MISSION
To help businesses build, optimize, and lead their operations. We are committed to providing strategic guidance, streamlining processes, and improving operational efficiency to help our clients thrive in a rapidly changing business landscape. We are committed to helping our industry modernize by implementing automations, sharing our expertise, and facilitating cultural and organizational changes.
Family Office Manager
Type: 1099 contract, part-time hourly, remote
Pay: $25- $35/hour, depending on experience
Hours: 10-20/week
Position Overview: We are seeking a highly organized, versatile, and proactive Family Office Assistant to support a dynamic family office based in Atlanta. This part-time, work-from-home role requires a broad skill set, including financial management, administrative support, and creative capabilities. The ideal candidate is detail-oriented, adept at multitasking, and capable of handling sensitive information with discretion.
Key Responsibilities:
Financial Management
- Perform bill pay, bookkeeping, and financial reporting for the family office.
- Coordinate routinely with the business finance team to ensure alignment and accuracy.
Administrative Support
- Manage professional license procurement and preservation (e.g., real estate, general contractor, continuing education).
- Provide personal assistant services, including local errands in the Atlanta area.
- Handle mail and document logistics, ensuring timely processing and organization.
- Organize and automate document storage and remote operating systems for efficiency.
- Manage calendars, scheduling appointments, and coordinating personal and business travel.
- Oversee CRM management, including client and prospect follow-up and appointment setting.
- Draft and edit proposals for business and personal initiatives.
Event and Executive Support
- Coordinate events, including planning, logistics, and execution.
- Provide executive support, anticipating needs and streamlining operations for the principal.
Sourcing and Procurement
- Source vendors and manage procurement for personal and business needs.
Bonus/Creative Skills (Preferred)
Desired Skills and Valuable Other Experience
- Graphic Design & Social Media: Create visually appealing content and manage social media platforms.
- Interior Design: Assist with design projects, leveraging a creative eye for aesthetics.
- Hospitality: Enhance guest experiences for events or personal gatherings.
- GA Licensed Realtor: Utilize real estate expertise to support property-related tasks.
Required Qualifications & Skills:
- Proven experience in bookkeeping, financial reporting, or family office administration.
- Strong organizational skills with a track record of managing multiple priorities.
- Proficiency in CRM systems, calendar management tools, and remote operating systems.
- Excellent written and verbal communication skills for proposal writing and client interactions.
- Ability to handle confidential information with integrity and discretion.
- Valid driver’s license and ability to run local errands in Atlanta.
- Georgia Real Estate License (preferred, Coweta County Realtor Association affiliation a plus).
- Experience in graphic design, social media, interior design, or hospitality is a strong plus.
- Excellent communication and interpersonal skills, with strong analytical and problem-solving abilities.
What We Offer:
- Entrepreneurial Opportunity – We don’t just assign work; we provide a pathway for you to build your own consulting practice, develop your client base, and grow your reputation in the industry.
- Flexible Schedule – Take control of your time. Set your own hours and work in a way that best fits your lifestyle and business goals.
- Scalable Income Potential – Your earnings aren’t capped. The more you invest in growing your practice, the more you can earn.
- Established Brand & Resources – Operate within a trusted brand while maintaining your independence. Leverage our reputation, infrastructure, and tools to accelerate your success.
- Business Development Support – We provide guidance on marketing, sales strategies, and client acquisition to help you build and sustain your business.
- Professional Growth & Networking – Join a network of experienced professionals, gain mentorship, and access industry insights that can help sharpen your skills and expand your opportunities.
- Impact-Driven Work – Work with businesses that need real solutions, positioning yourself as a key partner in their success.
At Level Workforce, we believe in ownership over employment—giving you the tools, flexibility, and support to create something bigger than just a paycheck. If you’re ready to take charge of your career, we’re ready to help you make it happen.