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Group Director for UHNW Family Office

Job Description

Ref ID: 00412-9501711931

Classification: Director/Mgr Financial Reporting

Compensation: DOE

This is a senior level position that serves as lead administrator with a focus on administrative functions of the team (client servicing, managing staff, overseeing team coordination, marketing, etc.). This role also coordinates and assigns work to the support staff functions of the group. What you will do: - Engages in team oversight responsibilities such as interviewing candidates for hire, training team members, regulating group workflow and workload and offering input on staff performance. - Oversees the development and implementation of strategies to execute the business plan to achieve desired results, which may include performance tracking and managing the support staff?s monthly compensation. - Independently develops procedures for solving client concerns (logistical, administrative, etc.) and follows through on resolution of client service projects and operational issues. If you are searching for a challenging role, with lots of rewards, contact me ASAP! (415) 434-1900 or [Click Here to Email Your Resumé]

Job Requirements

Who you are: - Advanced degree or professional certification preferred (e.g. former attorney, CPA, extensive background in financial services). - Active Series 7, 63 and 65 or Series 7 and 66 (additional licenses may be required). - Knowledge of applicable compliance rules and regulations, and of financial industry and product knowledge.

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine's list of 'World's Most Admired Companies' since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 844.539.2523 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

© 2018 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

Job Snapshot

Location US-CA-San Francisco
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Accounting, Finance
Other Compensation: DOE
Apply

Company Overview

Robert Half Finance & Accounting U.S

Robert Half Finance & Accounting pioneered specialized financial recruitment in 1948 and today, as a result, is the worldwide leader in the industry. We specialize in placing experienced professionals in areas such as accounting, finance, credit and collections, bookkeeping, payroll and taxation. For six decades, we have developed lasting relationships with the industry- leading companies we serve, giving us access to the best career opportunities for our candidates. Learn More

Contact Information

US-CA-San Francisco
Recruiter
415-434-4012
415-434-0905
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Snapshot
Robert Half Finance & Accounting U.S
Company:
US-CA-San Francisco
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Accounting, Finance
Store Type:

Job Description

Ref ID: 00412-9501711931

Classification: Director/Mgr Financial Reporting

Compensation: DOE

This is a senior level position that serves as lead administrator with a focus on administrative functions of the team (client servicing, managing staff, overseeing team coordination, marketing, etc.). This role also coordinates and assigns work to the support staff functions of the group. What you will do: - Engages in team oversight responsibilities such as interviewing candidates for hire, training team members, regulating group workflow and workload and offering input on staff performance. - Oversees the development and implementation of strategies to execute the business plan to achieve desired results, which may include performance tracking and managing the support staff?s monthly compensation. - Independently develops procedures for solving client concerns (logistical, administrative, etc.) and follows through on resolution of client service projects and operational issues. If you are searching for a challenging role, with lots of rewards, contact me ASAP! (415) 434-1900 or [Click Here to Email Your Resumé]

Job Requirements

Who you are: - Advanced degree or professional certification preferred (e.g. former attorney, CPA, extensive background in financial services). - Active Series 7, 63 and 65 or Series 7 and 66 (additional licenses may be required). - Knowledge of applicable compliance rules and regulations, and of financial industry and product knowledge.

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine's list of 'World's Most Admired Companies' since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 844.539.2523 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

© 2018 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.
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Group Director for UHNW Family Office Apply now