Private Assets and Estates Manager

Direct message the job poster from Forge Search

We are partnering with a well-established family in Charlotte, NC to identify a highly organized, proactive, and detail-oriented Private Assets and Estates Manager
. This individual will play a key role in managing and overseeing a portfolio of properties and assets with the utmost confidentiality, precision, and care.

The role involves meticulous tracking and management of warranties, contracts, and accounts related to both properties and investments, as well as providing support for financial reporting, budgeting, and compliance efforts. The ideal candidate will bring strong organizational and communication skills as well as a passion for excellence.

This is a full-time, on-site position based in Charlotte, NC.

• Track and maintain warranties, service agreements, vendors, and contracts across multiple properties and assets.
• Maintain current vehicle equipment documentation and organization.
• Maintain a detailed and comprehensive inventory of assets, including real estate, vehicles, investments, and other assets.
• Regular review and negotiation of contracts for utilities.
• Oversee insurance coverage and security systems for multiple properties.
• Manage accounting functions such as accounts payable/receivable, payroll, and bank and credit card reconciliations.
• Record transactions in accounting software for tracking and transparency. Track income and expenses across businesses and investments.
• Serve as a liaison between family attorneys and accountants on legal and financial matters.
• Provide regular updates on company investments.

• Bachelor’s degree in Accounting, Business Administration or a related field
• Exceptional organizational skills and meticulous attention to detail.
• A strong background in financial accounting or bookkeeping with proficiency in software such as Quick Books, Excel, or similar.
• The ability to handle sensitive information with discretion and maintain the highest level of confidentiality.
• A proactive mindset to anticipate needs, solve problems, and prioritize responsibilities.
• Strong communication and interpersonal skills.

For confidential consideration, email  or apply directly!

• Mid-Senior level

• Full-time

• Finance and General Business