Family Office Advisor – Family Office, Miami, London, Madrid, Remote – PLACED
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-03-01
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Finance & Banking
Financial Consultant
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
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