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Family Office Advisor – Family Office, Miami, London, Madrid, Remote – PLACED

Remote / Online - Candidates ideally in
Miami, Miami-Dade County, Florida, 33222, USA
Listing for: Agreus
Part Time, Per diem, Remote/Work from Home position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
Position: Family Office Advisor – Family Office, Miami, London, Madrid, Remote with Occasional Travel – PLACED
Family Office Advisor – Family Office, Miami, London, Madrid, Remote with Occasional Travel

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 to

Upload your CV in either PDF, DOC or DOCX format. Maximum file size 10

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