Family Office Manager - Located in Sarasota, Florida

Bailey Family Office

Sarasota, FL

JOB DETAILS
SKILLS
Accounting, Administrative Skills, Billing, Bookkeeping, Calendar Management, Certified Public Accountant (CPA), Commercial Real Estate, Communication Skills, Corporate Policies, Cross-Functional, Detail Oriented, Executive Assistant Skills , File Maintenance, Financial Management, Financial Reporting, Follow Through, Head of Finance, Insurance, Intuit Quickbooks, Leasing, Legal, Mail Processing, Maintenance Services, Manufacturing, Microsoft Excel, Microsoft Outlook, Microsoft Word, Office Management, Organizational Skills, Presentation/Verbal Skills, Property Management, Property Tax, Real Estate, Residential Real Estate, Small Business, Supplier Relationship Management (SRM), Technical Support, Time Management, Travel Planning, Vendor/Supplier Relations, Writing Skills
LOCATION
Sarasota, FL
POSTED
1 day ago
Job Description
Job Description

About the Family Office
We are a small, private family office that oversees approximately 10 residential and commercial properties, as well as a closely held manufacturing business with one plant in the United States and two plants in Europe. We provide a stable, professional, and discreet work environment with long-term continuity and direct interaction with ownership and the CFO. This position is located in Sarasota, Florida, This is an onsite role and is not a remote position.

Position Summary
The Office Manager will handle the day-to-day administrative operations of the family office, support the CFO, and coordinate with outside professionals such as the CPA and property/service vendors. This role is ideal for a highly organized, detail-oriented professional who enjoys wearing many hats in a small, low-drama environment. This role will be similar to a Controller role for the family office.

  • Serve as the primary point of contact for the Family Office, managing phones, mail, email, visitors, and vendors.
  • Maintain calendars, schedule meetings, and coordinate occasional travel and appointments for principals and senior staff.
  • Organize, file, and maintain both paper and digital records, including property documents, contracts, leases, insurance policies, and corporate records.
  • Assist with bill processing by collecting invoices, coding expenses, and preparing payment batches for the bill-paying company.
  • Track recurring due dates (utilities, insurance, property taxes, HOA fees, subscriptions) to ensure timely and accurate payments.
  • Coordinate with property managers, contractors, and service providers to schedule maintenance, repairs, and regular services for all properties.
  • Support the CFO by gathering documents and information needed for financial reporting and periodic reviews.
  • Prepare and organize information for the CPA, including tax-related documents and signature packets.
  • Monitor office supplies, manage vendor relationships for office services, and coordinate basic IT support with external providers.
  • Maintain a professional, organized, and confidential office environment.

Required Qualifications

  • 3+ years of experience as an office manager, administrative assistant, or similar role.
  • Proficiency with email, calendar, and standard office software (e.g., Word, Excel, Outlook or Google Workspace).
  • Comfort with basic bookkeeping support, such as handling invoices and coding expenses.
  • Strong organizational skills, attention to detail, and follow-through.
  • High level of discretion and professionalism in handling confidential family and business information.
  • Excellent written and verbal communication skills.

Preferred Qualifications

  • Experience in a family office, real estate, legal, accounting, or small-business environment.
  • Familiarity with basic accounting or bill-pay software.
  • Experience coordinating with outside professionals such as CPAs, attorneys, property managers, and financial advisors.
  • Experience with QuickBooks or similar software.

This position is located in Sarasota, FL 34242, and is an onsite position. Please submit your resume and a brief cover letter outlining your relevant office management experience and why this position is a good fit for you - "Office Manager - Family Office"


Sarasota, Florida 34242
Full Time onsite
Monday - Friday

About the Company

B

Bailey Family Office