Family Office Manager

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July 1

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Level Workforce, LLC

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B2B • Consulting • Real Estate

Level Workforce, LLC is a woman-owned boutique design and project management business that has served the AEC and real estate industries for over 20 years. Founded in 2018, it has evolved into a premier consulting and staffing agency specializing in providing streamlined solutions for the construction industry. Level Workforce aims to empower clients by offering comprehensive support that includes project management, staffing, financial control, and branding, fostering business growth and success.

2 - 10 employees

Founded 2018

🤝 B2B

🏠 Real Estate

📋 Description

• Financial Management • Perform bill pay, bookkeeping, and financial reporting for the family office. • Coordinate routinely with the business finance team to ensure alignment and accuracy. • Administrative Support • Manage professional license procurement and preservation (e.g., real estate, general contractor, continuing education). • Provide personal assistant services, including local errands in the Atlanta area. • Handle mail and document logistics, ensuring timely processing and organization. • Organize and automate document storage and remote operating systems for efficiency. • Manage calendars, scheduling appointments, and coordinating personal and business travel. • Oversee CRM management, including client and prospect follow-up and appointment setting. • Draft and edit proposals for business and personal initiatives. • Event and Executive Support • Coordinate events, including planning, logistics, and execution. • Provide executive support, anticipating needs and streamlining operations for the principal. • Sourcing and Procurement • Source vendors and manage procurement for personal and business needs. • Bonus/Creative Skills (Preferred) • Desired Skills and Valuable Other Experience • Graphic Design & Social Media : Create visually appealing content and manage social media platforms. • Interior Design : Assist with design projects, leveraging a creative eye for aesthetics. • Hospitality : Enhance guest experiences for events or personal gatherings. • GA Licensed Realtor : Utilize real estate expertise to support property-related tasks.

🎯 Requirements

• Proven experience in bookkeeping, financial reporting, or family office administration. • Strong organizational skills with a track record of managing multiple priorities. • Proficiency in CRM systems, calendar management tools, and remote operating systems. • Excellent written and verbal communication skills for proposal writing and client interactions. • Ability to handle confidential information with integrity and discretion. • Valid driver’s license and ability to run local errands in Atlanta. • Georgia Real Estate License (preferred, Coweta County Realtor Association affiliation a plus). • Experience in graphic design, social media, interior design, or hospitality is a strong plus. • Excellent communication and interpersonal skills, with strong analytical and problem-solving abilities.

🏖️ Benefits

• Entrepreneurial Opportunity – We don’t just assign work; we provide a pathway for you to build your own consulting practice, develop your client base, and grow your reputation in the industry. • Flexible Schedule – Take control of your time. Set your own hours and work in a way that best fits your lifestyle and business goals. • Scalable Income Potential – Your earnings aren’t capped. The more you invest in growing your practice, the more you can earn. • Established Brand & Resources – Operate within a trusted brand while maintaining your independence. Leverage our reputation, infrastructure, and tools to accelerate your success. • Business Development Support – We provide guidance on marketing, sales strategies, and client acquisition to help you build and sustain your business. • Professional Growth & Networking – Join a network of experienced professionals, gain mentorship, and access industry insights that can help sharpen your skills and expand your opportunities. • Impact-Driven Work – Work with businesses that need real solutions, positioning yourself as a key partner in their success.