Family Office Manager

Job description

Family Office Manager

Title: Family office / business manager
Level: Mid-senior level
Location: Cape Town

The Family Office Manager is required to manage the employer's personal affairs and trust. This position is suited to a proactive, self-starter with strong financial acumen, a proactive and reliable nature, and preferably with an interest in the hospitality industry. The ability to maintain and create systems and visual reports is required, along with a strong sense of accountability.

Key responsibilities include:

1. Financial management

• Budgeting and forecasting: Projecting annual income and tracking periodically
• Creditors control: Reconciling suppliers/expenses, loading of payments on internet banking
• Accounting and tax: Oversee bookkeeping, tax planning, and compliance, which are performed by external accountants and tax advisors.
• Bank: Handles bank related matters, such as applications, foreign payments, queries

2. Operational management

• Liaison with marketing and property managers.
• Oversight and project management of various activities including property upgrades
• Support the growth of Here as a branded hospitality portfolio.

3. Estate and succession planning

• Coordinate with legal and financial advisors to structure trusts, wills, and estate plans.
• Ensure good governance.

4. General

• Maintain proper documentation and records for audits or legal reviews.

• FIA (Foreign Investment App.) for annual International spends.
• Handle philanthropic initiatives and charitable endeavours.
• Facilitate family and entity meetings and decision-making processes.

• Serve as the central point of contact between the family and external advisors (lawyers, bankers, investment managers).
• Act as a single point of accountability linking all family entities.
• Provide regular updates and reports to family members on financial and operational matters.

Skills and attributes

• Strong financial acumen
• Proactive self-starter, with strong project management skills
• Takes pride in work and has a high sense of accuracy
• Highly reliable individual
• Strong interpersonal and communication skills.
• Detail-oriented with good administrative skills
• Calm under pressure, with a service mindset.

Ideal candidate:

• We’re looking for candidates with 2–4 years’ experience in financial, compliance, or legal roles — ideally with exposure to accounting, regulatory reporting, or internal controls. Experience gained through SAIPA articles, junior compliance/legal roles, or similar structured training programs (e.g. SAICA, CIMA, ACCA) is highly valued.
• A relevant, related degree or diploma
• Experience with PowerBI reporting advantageous
• Professional demeanour and discretion in handling private matters
• Must be based in Cape Town

To apply, please email your CV and a brief motivation to: Cindym@saota.com
Subject line: Family Office Manager Vacancy – [Your Name]

Posted on 01 Sep 09:33, Closing date 31 Oct