Family Office Advisor – External Treasury and Financial Officer (Part-Time, Remote)
Location: Miami, London, Madrid or similar – Remote with Occasional Travel
Commitment: Approx. 25–30 hours/month
Languages Required: Fluent Spanish and English
About the Role
We are seeking a discreet, experienced, and highly structured External Treasury and Financial Officer to join a small, high-level advisory team supporting a prominent Latin American family and their fiduciary structures. This is a long-term, part-time advisory role with a flexible work schedule, designed for a professional with proven experience in family business environments, family offices, and cross-border financial operations.
Key Responsibilities
As part of the legal advisor and Protector's team, you will:
- Assist the Protector in financial oversight, investment monitoring, and reporting functions.
- Prepare, review, and coordinate financial reports and treasury information.
- Work closely with legal advisors, fiduciaries, officers, and boards across multiple jurisdictions.
- Oversee and ensure compliance and double-check information provided by fiduciary team members.
- Contribute to the execution and performance monitoring of delegated investments.
- Coordinate Board meetings, financial reports, and related documentation.
- Maintain the highest standards of confidentiality and discretion in all operations.
Ideal Candidate Profile
- Professional Background: Previous experience in a family office or family business in fields such as accounting, treasury, compliance, or law.
- Cultural Competence: Familiar with Latin American families and their business culture.
- Technical Knowledge: Solid grasp of accounting, auditing, compliance, treasury, and investment oversight.
- Languages: Fluent in Spanish and English (spoken and written).
- Soft Skills: Discreet, detail-oriented, autonomous, and able to work in high-trust environments over long-term relationships.
- Flexibility: Available for remote work with occasional in-person meetings (1–2 per month) and travel at least once per year.
If you would like to find out more about the role, please send a (preferably Word) copy of your latest resume