Private Assets and Estates Manager (Charlotte)

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.

ESSENTIAL DUTIES & FUNCTIONS :

• 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.

QUALIFICATIONS :

For confidential consideration, email or apply directly!