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Executive Assistant to the CEO / Family Office Ops Manager (IN PERSON/RELOCATION)
Executive Assistant to the CEO / Family Office Ops Manager (IN PERSON/RELOCATION)Yutori Method • Macon, GA, US
Executive Assistant to the CEO / Family Office Ops Manager (IN PERSON / RELOCATION)

Executive Assistant to the CEO / Family Office Ops Manager (IN PERSON / RELOCATION)

Yutori Method • Macon, GA, US
[job_card.variable_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

Yutori Method™ is managing the recruitment for this role.

This position is full-time in-person support. Company is open to relocation candidates. Candidates must be willing to commute or relocate if not already living in the Macon, GA area.

About the Company :

Learn more about AREY Group herehttps : / / www.areygroup.com

JOB RESPONSIBILITIES

The primary duties and responsibilities include, but are not limited to :

Accounting / Financial Reporting – 35%

  • Manage wires, fund movement, reconciliations, and monthly financial document collection
  • Support entity / bank account setup and maintain compliance, renewal, and reporting calendars
  • Prepare lender statements, tax-related documentation, K-1 support, and filing packets
  • Track capital calls, distributions, deadlines, and maintain accurate ledgers and dashboards
  • Coordinate deliverables with external accounting team and CFO; ensure timely reporting
  • Maintain estate documents and family entity distribution tracking
  • Schedule / document check-ins with advisors, investors, and partners
  • Maintain organized financial filing systems across business and personal entities

Personal Operational Systems & CEO Enablement – 45%

  • Review and optimize CEO calendar; act as backup EA for scheduling, travel, and email triage
  • Manage CEO task lists, follow-ups, and project deadlines; support deal pipeline reminders
  • Coordinate logistics with PA and EA across personal and business calendars
  • Audit and improve operational systems (CRM, PM tools, workflows)
  • Support CEO research requests and investment logistics
  • Facilitate EOS cadence, including weekly 1 : 1s, L10 prep, and quarterly planning
  • Oversee mail-handling, meeting prep, and day-to-day onsite readiness
  • Support project management for CEO priorities, rocks, and time-sensitive deliverables
  • Develop and roll out new workflows improving Center Office and CEO operations
  • Lead ad-hoc projects that support strategic business and personal initiatives

    • Team Management – 20%

  • Run Center Office L10 meetings; manage rocks, priorities, and accountability for PA + EA
  • Oversee file structure, SOP maintenance, team workload, and operational readiness
  • Assign tasks, manage capacity, and ensure on-time execution
  • Serve as EOS scribe for company-wide and leadership meetings
  • Partner with VP of Ops and Office Manager on administrative and on-site support needs
  • Support seasonal mailings, guest coordination, and office readiness

    • REQUIREMENTS (Education / Work Experience) :

    Education :

  • Bachelor's degree in Finance or Business Administration (REQUIRED)
  • Master's degree (PREFERRED)

    • Work Experience :

  • Five (5) years Senior EA experience (REQUIRED)
  • Three (3) years financial operations / accounting experience (REQUIRED)
  • Family office experience (PREFERRED)
  • Real estate or investment experience (PREFERRED)

    • SALARY + BENEFITS :

  • Salary : $100,000–$125,000+
  • Benefits to be shared with finalists

    • WORK ENVIRONMENT :

  • Location : in-person support, Macon, GA 31201
  • Expected Start Date : 1 / 15 / 26
  • Support hours : Monday to Friday, 8 : 30 am – 5 : 00 pm EST, with flexibility during deadlines
  • Ability to respond during evenings / weekends as needed
  • Relocation support available
  • Authorized to work in the US for any employer without sponsorship
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
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