Level Workforce

Administrative Assistant

• Maintain personal and family office bookkeeping and accounting records.
• Prepare monthly financial statements, reconciliations, and management reports.
• Administer and track 529 education savings plans and qualified education expenses.
• Coordinate financial activity and reporting between operating businesses and the family office.
• Manage trust-related assets, liabilities, and financial records.
• Oversee administration of real estate holdings, including revenue and expense tracking, utility account management, vendor and service provider administration, service agreement management, and property improvement project tracking.
• Manage banking relationships, bill payment processes, and cash management activities.
• Coordinate tax-related information and reporting with external CPAs, attorneys, and advisors.
• Maintain corporate, trust, and legal documentation.
• Manage mail receipt, scanning, routing, filing, records retention, and document organization.

Family Office Manager – Construction Staff Accountant