Family Office Assistant

JSM Living and our affiliated companies are market leaders in real estate development and property management, backed by over 50 years of success. As a family-owned, locally operated business, we offer a supportive, values-driven workplace where employees are encouraged to grow, take on new challenges, and contribute to a culture built on respect, integrity, and client focus.

We are seeking a highly organized and detail-oriented Family Office Coordinator to support the personal and financial management of the Principals and their family. They will play a critical role in ensuring smooth day-to-day operations for the Family Office.

What you'll do

Responsibilities include:

• Personal Financial Management: Provide comprehensive support for the Principals’ personal bank accounts, credit cards, and overall financial activities, including processing reimbursements and managing daily transactions.
• Accounts Payable and Recordkeeping: Manage full-cycle Accounts Payable, including bill payments, wire transfers, bank deposits, and invoice processing. Maintain accurate financial records in QuickBooks and ensure timely reconciliations of bank and credit card accounts.
• Reporting and Reconciliation: Prepare and review monthly cash flow reports and financial statements. Track and forecast cash flow related to real estate portfolios, charitable contributions, and personal finances.
• Tax Support: Assist in the preparation of complex individual, partnership, and corporate tax returns, working closely with tax advisors and internal teams.
• Administrative and Operational Support: Serve as a key point of contact for Principals, their family, attorneys, and agents. Provide high-level administrative support including managing correspondence, scheduling meetings (in-person and virtual), preparing agendas, taking meeting minutes, and generating reports and communications for internal and external stakeholders.
• Internal Coordination: Collaborate with senior leadership to support organizational needs, ensuring efficient planning and execution of company meetings and special projects.

The ideal candidate will have a proven ability to exercise sound judgment and discretion, communicate clearly and professionally, and demonstrate a high level of confidentiality and poise when engaging with individuals at all levels.

This is a full-time, on-site role located in Champaign, IL.

What you'll bring

• Valid driver's license
• Associate's degree or equivalent in business, accounting/finance, or related field
• Minimum of 1-3 years of related experience, preferably in an executive assistant role
• High level of integrity and confidentiality
• Understanding of accounting principles and financial analysis, experience with financial reporting and budgeting/forecasting.

Compensation & Benefits

• Starting salary - $45,000-$55,000 annually
• Comprehensive benefits package, including health, dental, vision, and life insurance
• Paid time off and holidays
• Paid day off for your birthday
• 401(k) with company match
• Paid weekly

The starting salary range for this position reflects a good-faith estimate of compensation at the time of this posting. The final compensation offered to a candidate may vary based on several factors, including but not limited to the candidate's experience, education, skills, and other qualifications relevant to the role.

All hiring is contingent on eligibility to work in the United States. We are unable to sponsor or transfer visas for this position.