Personal Finance & Operations Manager

About this role

Work Arrangement / Work Shift: Remote | 9:30 AM to 5:30 PM EST

Role Overview:
We are seeking a highly organized, analytical, and proactive Personal Finance & Operations Manager to oversee the day-to-day financial administration of a private principal and multiple real estate properties. Working closely with the Principal, wealth advisors, accountants, attorneys, banks, household staff, property managers, contractors, and other trusted advisors, this individual will ensure that all personal financial matters are organized, accurate, and executed with exceptional attention to detail. This role focuses on the operational execution, financial organization, budgeting, reporting, and project coordination that supports those professionals.

What You’ll Be Doing:

Personal Financial Administration

• Manage all personal bill payments and payment schedules.
• Review invoices for accuracy before payment.
• Coordinate payment approvals with the Principal.
• Ensure all bills are paid accurately and on time.
• Maintain payment calendars and recurring obligations.
• Organize and maintain digital financial records and supporting documentation.
• Maintain complete visibility into outstanding liabilities and upcoming payment obligations.

Banking, Credit Card & Cash Management

• Audit all personal credit card and bank account activity.
• Review transactions for accuracy, duplicate charges, fraud, unauthorized expenses, and billing errors.
• Investigate discrepancies directly with financial institutions and vendors.
• Monitor recurring subscriptions and memberships.
• Reconcile account balances monthly.
• Track cash movement across personal accounts.
• Prepare summaries of major spending activity.
• Monitor available liquidity and upcoming cash requirements.

Quicken Administration

• Maintain the Principal's Quicken file as the primary personal financial management system.
• Ensure all transactions are accurately categorized.
• Perform monthly reconciliat...