Senior Associate

Pay

$72,800.00 - $93,600.00 per year

• High-trust role supporting a sophisticated family office with real responsibility and autonomy
• Blend of finance/treasury operations + asset and insurance administration (great variety, not repetitive)
• Work closely with a collaborative Finance/Accounting team and cross-functional stakeholders (legal, banking, vendors)
• Strong benefits package (medical, dental, vision, life, disability — employer paid) plus 401(k) match and generous PTO
• Stable, long-term opportunity for someone who loves organization, accuracy, and owning the details

On-site, full-time in Ada, MI (with flexibility for occasional remote work as needed).

Must have 5+ years of relevant experience (administrative operations, finance ops/treasury support, insurance/asset administration, or similar) and be highly discreet handling confidential information.

We're a private family office dedicated to stewarding the resources of our founding family and their descendants through personalized financial, investment, and administrative services. Confidential Employer.

• Administer and track personal, real estate, and investment-related assets across multiple entities
• Coordinate entity and asset documentation: governing docs, registrations, compliance records, ownership and transaction logs
• Support asset activity such as acquisitions, dispositions, valuations coordination, and related documentation
• Coordinate insurance coverage administration, renewals, and distribution of registration/insurance materials to stakeholders
• Liaise with external parties and government organizations as needed (e.g., Secretary of State, Customs & Border Protection, other agencies)
• Execute and document payments and treasury activities following internal controls and approval protocols
• Perform daily cash management activities and support weekly/monthly cash reporting
  
  Receive, verify, and reconcile expense reports; reconcile vendor accounts and statements
• Serve as a primary administrator for tools/platforms such as , Concur, banking platforms, and accounting systems
• Support improvements to controls, procedures, and workflows across finance and asset administration
• Assist with cross-functional side projects requiring strong organization, follow-through, and project management

• Bachelors degree in Business Administration, Communications, Accounting, or related field
• 5+ years of experience in administrative operations, finance operations/treasury support, insurance/asset administration, or related work
• Strong Excel and Microsoft Office skills
• Experience with accounting systems and/or database reporting tools preferred
• Exceptionally detail-oriented with strong writing, organization, and follow-through
• High integrity, discretion, and comfort working with sensitive and confidential information

• You’ll be trusted to own critical processes and documentation that keep everything running smoothly
• You’ll work with a positive, supportive team that values accuracy, service, and professionalism
• You’ll have variety in your day: finance ops, asset administration, insurance coordination, and special projects
• You’ll be supported with excellent benefits, meaningful PTO, and a healthy, collaborative culture

Job Type: Full-time

• Dental insurance
• Paid time off
• Vision insurance