Clenetta Nunn - Internal Transfer

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The Family Office Operations Manager provides leadership and oversight of the Family Office bill pay administration function, ensuring the accurate and timely execution of financial administration activities for family office clients. This role manages daily operations, supervises Family Office paraprofessionals, oversees complex client projects and financial administration processes, and drives continuous improvement to enhance service quality, operational efficiency, consistency, and risk management. The Family Office Operations Manager also serves as a key resource for complex client matters, team development, and strategic practice initiatives while maintaining the highest standards of confidentiality, professionalism, and client service.

Position Responsibilities

• Lead and oversee the day-to-day operations of the Family Office bill pay administration team.

• Directly supervise Family Office Paraprofessionals, including workload management, coaching, performance management, mentoring, and professional development.

• Review and oversee transaction processing, accounts payable activities, general ledger maintenance, journal entries, and account reconciliations.

• Ensure the timely and accurate completion of monthly and quarterly reporting packages.

• Oversee cash management activities, payment processing, recurring bill administration, and client distribution requests.

• Establish, maintain, and monitor operational controls, policies, and procedures to support quality, consistency, and risk management.

• Identify, develop, and implement process improvements that enhance operational efficiency and client service.

• Serve as a primary escalation point for complex client matters and operational issues.

• Oversee special client projects and requests, including the coordination of resources, priorities, and deliverables.

• Coordinate with internal professionals and external advisors regarding accounting, tax, investment, and family office administrative matters.

• Promote collaboration, mentorship, knowledge sharing, and continuous improvement throughout the Family Office team.

• Champion the highest standards of confidentiality, professionalism, accuracy, and client service.

• Support strategic initiatives and growth objectives within the Family Office practice.

• Perform other duties as assigned.

Education

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field is preferred.

Experience

• Minimum of 5 years of experience in family office operations, accounting, wealth management, financial operations, or a related professional services environment.

• Experience overseeing accounts payable, cash management, bill pay administration, financial reporting, and other financial administration processes.

• Demonstrated experience leading teams, managing workloads, coaching team members, and driving operational improvements.

• Must be able to remain in a stationary sitting position for at least 75% of the time.

• Must be able to lift at least 15 lbs. Specific job duties may require additional lifting to move, transport, position, and install equipment.

• Frequently positions self to bend and lift packages.

• Occasional moving and lifting of equipment, bending, lifting, and climbing may be required to position self to maintain computers during engagements.

• Person in position needs to occasionally move about the inside of the office to access machinery, cabinets, and other equipment.

• Person in position frequently communicates with individuals who have inquiries. Must be able to exchange information in these situations.

• Ability to work in a high-stress environment.

• Reliable transportation and a valid driver’s license are required, including a clean driving record.

• Minimum levels of automobile insurance coverage are required.

• Ability to travel locally and work overtime and weekends is required.

• Ability to travel overnight or internationally may be required.

• The accessibility and work-environment statements above reflect the complete standard set identified for the Experience section in the internal guidance and are consistent with the language appearing in current internal job-description data. 123

Qualifications

• Strong understanding of accounting principles, financial report preparation, general ledger management, journal entries, and account reconciliations.

• Proven leadership, coaching, workload management, and team development abilities.

• Strong organizational and time-management skills, with the ability to manage multiple priorities and deadlines.

• Excellent client service, relationship management, and interpersonal skills.

• Proficiency in Microsoft Excel and familiarity with accounting and financial management systems.

• Strong analytical, problem-solving, critical-thinking, and decision-making abilities.

• Exceptional written and verbal communication skills.

• Ability to establish, maintain, and improve operational processes, procedures, and internal controls.

• Ability to collaborate effectively with internal professionals, external advisors, clients, and other stakeholders.

• Ability to maintain strict confidentiality and exercise sound professional judgment.

• Demonstrated commitment to quality, accuracy, professionalism, and continuous improvement.

• Ability to work effectively in a fast-paced environment and adapt to changing priorities.

Exemption Status

Exempt

Supervision Level

Moderate

What makes us different?

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.  At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now.

Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.   

Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer. 

Plante Moran maintains a drug-free workplace. 

Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.    
 

The specific statements above are not intended to be all-inclusive.

This application window is a good-faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended.