Bookkeeper / Chief of Staff

Estatejobs.Com - Naples, FL

Full-time - Mid Level

Naples, FL

About the position

We are seeking a dynamic and experienced individual to join our team as a Chief Homestead Estate Manager (CHEM), also known as a Chief of Staff. This role encompasses a variety of functions including bookkeeping, personal assistance, household management, and personal finance management. This position offers a Monday to Friday schedule from 9 am to 5 pm with no travel required. The salary is dependent on experience and includes a comprehensive insurance package. As the CHEM, you will handle an array of responsibilities for our high-net-worth clients, providing top-tier estate and lifestyle management. You will also play a key role in shaping the development of a new profit center known as “Family Office Services.”

Responsibilities

• Maintain accurate financial records and interact with government entities such as the IRS and the Department of the Treasury.
• Create monthly budgets and reports using finance apps and software tools.
• Handle bill negotiations and payment arrangements.
• Oversee payroll for domestic help and recruit necessary household staff.
• Manage and forecast cash flow, setting income targets and monitoring spending.
• Manage travel arrangements, including passports, visas, and tickets.
• Support the personal interests and wellness of the CEO and family, including procurement of necessary items.
• Handle and process incoming mail, email, and phone communications, ensuring prompt responses.
• Handle shopping and errands such as managing interactions with banks and other agencies.
• Utilize Agile methods and workflows, including running rituals with the CEO and reviewing and organizing personal backlogs.
• Contribute to the broader business goals of the parent organization.

Requirements

• Proven experience in estate management or similar roles.
• Strong financial acumen and proficiency in bookkeeping and financial control.
• Excellent organizational and communication skills.
• Familiarity with Agile and Scrum methodologies, with a willingness to pursue certification.
• Ability to manage multiple projects and tasks simultaneously.
• High level of discretion and confidentiality.
• Strong interpersonal and negotiation skills.

Benefits

• Comprehensive insurance package