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Operations Manager (Family Office)

Bellevue, WA
Hansell Tierney is assisting our client, a family office, with their search for an Operations Manager. The Family Office manages numerous business investments as well as personal affairs for the family. This is a unique opportunity to work closely with visionary business leaders to help them extend their reach and effect change through their personal investments and philanthropic efforts.
 
Location: Bellevue, WA
Duration: FTE

The Operations Manager will work in concert with the President of the office to determine the goals and priorities for the family office.  We are looking for a highly organized, detail and service-oriented problem solver to join a small, collaborative team.
 
ROLE AND RESPONSIBILITIES
 
Operations/Administrative:
  • Manage home office calendar for operations, corporate filing, contracts, and delivery of services to family members.
  • Maintain contracts and filing system.
  • Manage requests from family members ensuring timely delivery of services.
  • Work with owner and household employees/consultants to maintain upkeep, procurement and projects
  • Identify and vet external resources to ensure all outside resources are well managed.
Human Resources:
  • Manage the hiring process at home office and family residences. Formalize processes to ensure consistency and compliance with laws and regulations.
  • Ensure all household staff employment status is appropriate.
  • Formalization of job descriptions, establish annual goals, weekly meetings, performance management, development, and compensation review.
  • Maintain a positive service culture which includes fostering a high-performance collaborative environment in which goals are met. Ensuring discretion and confidentiality is maintained at all times.
Financial/Light Bookkeeping (Can train on this if no prior experience):
  • Establish annual operating budget for household maintenance.
  • Assist with Accounting for properties and businesses and other entities as needed.
  • Recommend and implement operational efficiencies without compromising service and/or quality.
  • Review and implement internal controls relating to home office systems and household expenditures.
  • Assure legal and regulatory documents are filed and monitor compliance with laws and regulations.
  • Maintain insurance files and fixed asset accounts.
 Special Projects:
  • Review, revise, formalize and oversee maintenance of processes for filing and record keeping, family travel, procurement and events.
 QUALIFICATIONS
  • Understands and can relate well to high net worth family members; highly proactive approach to serving family needs; knowledgeable about family office culture; service heart; aligned with family legacy and values.
  • Proven ability to create value and continuous improvement; strives for operational excellence and has a proven background of increasing efficiencies; leverages technology effectively.
  • Strong problem-solving skills; thorough and comprehensive in researching and analyzing solutions and alternatives with the ability to concisely present findings and insights to facilitate informed decision making.
  • Excellent verbal and written communication skills; strong presentation skills.
  • Demonstrated effectiveness in building credibility and relationships with all constituencies, both internal and external; promotes open/transparent communication with family members, colleagues and staff; diplomatic; fosters a culture of inclusiveness and a collaborative work environment.
  • Self-confident individual with sound judgment and common sense; demonstrated ability to see multiple sides of an issue, engage and provide objective counsel and recommendations with conviction to support sound decisions; creative; innovative.
  • Intellectually curious; self-starter; highly motivated; strong work ethic; committed to excellence; sense of humor; healthy balance of confidence and humility.
  • Trustworthy individual of utmost integrity, values and professional reputation; demonstrated discretion, confidentiality and loyalty.
  • Exhibits polish and professionalism; represents the family well.
  • Possesses service-minded attitude; “no job too big or too small”.

 
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