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Family Office Manager Jobs in Puerto Rico (NOW HIRING)

Service Corporation International

Manages and coordinates the operational activities of a funeral home, cemetery and/or crematory ... Ensures the highest quality services and products, to satisfy the need of any client family, to ...

Service Corporation International

Manages and coordinates the operational activities of a funeral home, cemetery and/or crematory ... Ensures the highest quality services and products, to satisfy the need of any client family, to ...

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Family Office Manager information

What are the key skills and qualifications needed to thrive as a family office manager?

To thrive as a Family Office Manager, you need expertise in financial management, investment oversight, and estate planning, often supported by a relevant degree and experience in wealth management or accounting. Familiarity with portfolio management software, financial reporting systems, and certifications such as CPA or CFP are typically required. Exceptional discretion, organizational skills, and strong interpersonal communication help build trust with family members and coordinate with external advisors. These skills ensure effective stewardship of family wealth, seamless operations, and alignment with the family’s long-term goals.

What are the typical challenges faced by a family office manager when balancing confidentiality with effective team collaboration?

As a Family Office Manager, maintaining strict confidentiality around family affairs while fostering open communication within the team can be challenging. You will often handle sensitive financial and personal information that must be protected, even as you coordinate with accountants, investment advisors, and administrative staff. Successfully navigating this balance requires strong discretion, well-defined internal protocols, and clear boundaries about information sharing. Establishing trust with both the family and your team members is key to creating an efficient and secure work environment.

What is the difference between Family Office Manager vs Wealth Advisor?

AspectFamily Office ManagerWealth Advisor
CredentialsFinancial certifications (e.g., CFP, CFA), experience in estate planningFinancial certifications (e.g., CFP, CFA), investment expertise
Work EnvironmentPrivate family offices, high-net-worth individualsFinancial institutions, advisory firms, independent practice
Employer & IndustryFamily offices, private wealth managementFinancial advisory firms, banks, independent advisors
Primary FocusManaging family assets, estate planning, administrative tasksProviding investment advice, financial planning, portfolio management

While both roles serve high-net-worth clients, a Family Office Manager oversees the comprehensive management of a family's wealth and administrative needs, whereas a Wealth Advisor focuses primarily on investment strategies and financial planning. The Family Office Manager handles a broader scope of responsibilities within a private setting, often working directly for a single family, while the Wealth Advisor typically works with multiple clients in a professional advisory firm.

Do family office managers pay well?

Family office managers typically earn high salaries due to the specialized nature of their role managing complex financial and estate matters for wealthy families. Compensation varies based on experience, location, and the size of the family office, with many earning six-figure salaries and additional bonuses or benefits. Strong financial, organizational, and communication skills are essential for success in this role.

What does a family office manager do?

A family office manager oversees the financial and administrative affairs of a wealthy family, including investment management, estate planning, tax coordination, and household staff. They coordinate with financial advisors, legal professionals, and other specialists to ensure the family's wealth is preserved and efficiently managed, often working in a confidential and highly organized environment.

What are the most commonly searched types of Family Office jobs in Puerto Rico?

The most popular types of Family Office jobs in Puerto Rico are:

What are popular job titles related to Family Office Manager jobs in Puerto Rico?

For Family Office Manager jobs in Puerto Rico, the most frequently searched job titles are:

What cities in Puerto Rico are hiring for Family Office Manager jobs?

Cities in Puerto Rico with the most Family Office Manager job openings:

Family Office Manager jobs near you
Infographic showing various Family Office Manager job openings in Puerto Rico as of September 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 86% Physical, 1% Hybrid, and 13% Remote job distribution.

Office Manager

On-site

Service Corporation International
See more jobs at Service Corporation Internationalexternal

Full-time

Posted 28 days ago

Service Corporation International rating

6.4

Company rating: 6.4 out of 10

Based on 97 frontline employees who took The Breakroom Quiz

5th of 9 rated funeral services

Job description

Our associates celebrate lives. We celebrate our associates.

Manages and coordinates the operational activities of a funeral home, cemetery and/or crematory operation. Ensures the highest quality services and products, to satisfy the need of any client family, to maximize budgeted profit plans for the location, and maintain a positive employee relations atmosphere.

JOB RESPONSIBILITIES

Accounting Function Oversight

  • Collections of all accounts receivable
  • Verifications and payments of all accounts payable invoices
  • Controls of receipt and deposit of cash payments received
  • Maintains petty cash account and disburses the same in accordance with company policies and procedures
  • Reconciliations of all accounts
  • Cash advance checks
  • Same Day Check requests
  • Bank deposits
  • Verifies/audits cash disbursement reports
  • Tracks Capital Expenditure Authorizations (CEAs)

Operational Activities

  • Orders supplies for the office and completes inventory counts
  • Coordinates the processing of orders and receipt of all merchandise orders including memorials and caskets and the control of storage inventory for vaults and markers, urns and caskets
  • Oversees the processing of installation funeral-related orders and orders to the grounds and maintenance departments
  • Supports location management to ensure all contracts and work orders are completed in a timely manner with proper documentation
  • Schedules incoming orders and drivers for the ambulate service
  • Completes various funeral/cemetery reports and files accurately
  • Supports Sales as necessary requiring an understanding of JD Powers
  • Assures compliance with all Company policies and procedures to include
    • Sarbanes Oxley (SOX) audit
    • Dignity University (DU) training
    • Interment Verification Training (IVT) audits
    • Day Sales Outstanding's (DSO) related to financial and administrative areas
  • Assists in preparing and/or overseeing all funeral/cemetery-related forms
  • Reviews time cards and administers corporate payroll policies and procedures
  • Administers local Human Resources (HR) processes such as processing new hire paperwork, verifying pre-need sales licenses, maintaining employee files and other confidential files (I9's, etc.).
  • Ensures new associates receive new hire orientation
  • Pulls monthly reports from reporting site and create stack ranking reports for key performance indicators
  • Maintains vehicle records/licenses
  • Processes expense reports
  • Updates General Price Lists (GPLs)
  • Manages all Alarm Systems (codes, working order, etc.)
  • Assists with funeral services and "Making Everlasting Memories" (MEMs) as needed
  • Coordinates daily activities with business unit as well as other departments
  • Trains associates in the proper administration of policies and procedures
  • Services customers by interacting with families in a professional and compassionate manner
  • Maintains and updates customer records
  • Updates company website with current obituaries and ensures obituaries are placed in newspapers
  • Provides a collaborative, productive workplace environment for associate growth and development that instills pride, a sense of ownership, and the challenge to associates to exceed expectations
  • Behaves in a supportive way to enrich the work environment
  • Uses customer feedback in conjunction with Sales to improve location administration and strengthen individual associate performance
  • Performs other duties as assigned

MINIMUM REQUIREMENTS

Education

  • High school diploma, GED or completion of a diploma-training program at a college or technical school

Experience

  • Two (2) years bookkeeping, general office, clerical accounting, and Accounts Payable experience required

Knowledge, Skills and Abilities

  • Solid working knowledge of computers, typewriter, MS Office, e-mail, internet and basic office equipment required
  • Excellent communication skills both orally and in writing
  • High level of compassion, integrity, and confidentiality
  • Problem solving skills
  • Ability to multi task and set priorities
  • Detail oriented
  • Must be flexible and able to function in a face-paced environment

WORK CONDITIONS

Work Environment

  • Professional Dress is required when in contact with families.

Work Postures

  • Sitting continuously for many hours per day, up to 6 hours per day
  • Climbing stairs to access buildings frequently

Physical Demands

  • Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage

Work Hours

  • Working beyond "standard" hours as the need arises
Postal Code: 00909Category (Portal Searching): OperationsJob Location: US-PR - Santurce

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