Description

Dominicus Partners is the family office for the owners and operators of The Westover Companies, a property management company located in King of Prussia. For over forty years, the Westover Companies has provided quality living, shopping and working space for residents and customers. Dominicus Partners is currently seeking a full-time, in-person professional to serve as Family Office Director. Working for the family members and reporting directly to the family member who serves as President of Dominicus Partners,

The duties and responsibilities include :

• Overseeing accounting staff as well as accounting & bookkeeping process—bank reconciliations, journal entries, account analysis and investment reporting
• Oversee production of financial and investment reports provided to family members on a monthly and quarterly basis
• Oversee private banking relationships and bank account management
• Assist with family office governance and management alongside of President as well as outside law and accounting firms
• Assist with investment strategy—interact directly with third party managers on investment reporting, due diligence and management
• Assist with preparation for family council and board meetings

The ideal candidate will :

• Demonstrate ability to apply principles of logical thinking to define problems, collect pertinent data, establish facts, draw valid conclusions and initiate appropriate course of action
• Effectively convey ideas, images and goals to a diverse group of personalities
• Demonstrate strong verbal and written communication skills
• Be proactive and demonstrate strong problem-solving skills
• Have strong working knowledge of Microsoft Office Suite, including Microsoft Excel
• Proficiency in Addepar investment reporting system and/or MRI general ledger system a plus