... for UHNW families * Partner with internal teams (Client Service, Private Market Services, Operations) to ensure data integrity and reporting consistency * Assist in building scalable reporting ...
Quick apply
... for UHNW families * Partner with internal teams (Client Service, Private Market Services, Operations) to ensure data integrity and reporting consistency * Assist in building scalable reporting ...
As a family-owned business, we understand the importance of treating our team as extended family ... What We're Looking For * 5+ years of high-level support experience working with HNW/UHNW ...
New
As a family-owned business, we understand the importance of treating our team as extended family ... What We're Looking For * 5+ years of high-level support experience working with HNW/UHNW ...
New
Relationship Manager
Atlanta, GA · On-site
... UHNW) individuals and families. Acting on behalf of the client, the Relationship Manager ... client information * Assist in completing and maintaining the Client Profile Questionnaire
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Relationship Manager
Atlanta, GA · On-site
... UHNW) individuals and families. Acting on behalf of the client, the Relationship Manager ... client information * Assist in completing and maintaining the Client Profile Questionnaire
Uhnw Family Assistant information
See Decatur, GA salary details
$9.15 - $12.55
10% of jobs
$13.57 is the 25th percentile. Wages below this are outliers.
$12.55 - $15.94
51% of jobs
$18.53 is the 75th percentile. Wages above this are outliers.
$15.94 - $19.33
19% of jobs
$19.33 - $22.72
8% of jobs
$22.72 - $26.11
5% of jobs
$26.11 - $29.51
4% of jobs
$29.51 - $32.90
3% of jobs
$32.90 - $36.29
0% of jobs
$36.29 - $39.68
0% of jobs
$39.68 - $43.08
0% of jobs
$43.08 - $46.47
0% of jobs
$9
$19
$46
How much do uhnw family assistant jobs pay per hour?
As of Aug 8, 2026, the average hourly pay for uhnw family assistant in Decatur, GA is $19.70, according to ZipRecruiter salary data. Most workers in this role earn between $14.09 and $20.43 per hour, depending on experience, location, and employer.
What is a UHNW Family Assistant?
A UHNW (Ultra High Net Worth) Family Assistant is a professional who provides high-level personal and administrative support to affluent individuals or families. Their responsibilities can include managing schedules, coordinating travel, overseeing household staff, handling correspondence, and ensuring day-to-day operations run smoothly. They must be highly discreet, organized, and adaptable to the dynamic needs of UHNW clients. This role often requires experience in luxury service, executive assistance, or household management.
What are the typical day-to-day responsibilities of a UHNW Family Assistant?
As a UHNW Family Assistant, your daily responsibilities can range from coordinating household staff and managing complex calendars to booking luxury travel, handling event logistics, and running high-priority personal errands. You'll often act as a liaison between the family, service providers, and vendors, ensuring all tasks are handled with the utmost discretion and efficiency. The role frequently requires quick thinking and the ability to juggle multiple priorities while anticipating the family's needs. Flexibility and problem-solving are essential, as situations and priorities can change rapidly in this dynamic environment.
What are the key skills and qualifications needed to thrive in the UHNW Family Assistant position, and why are they important?
To thrive as a UHNW (Ultra-High-Net-Worth) Family Assistant, you need exceptional organizational abilities, discretion, prior experience supporting high-profile households, and often a relevant degree in fields like hospitality or business. Familiarity with smart home systems, travel management platforms, and high-level calendar scheduling tools is typically required. Outstanding interpersonal skills, adaptability, and a proactive approach set top candidates apart in this role. These qualities are crucial for managing complex schedules, safeguarding privacy, and delivering seamless, anticipatory support in fast-paced, demanding environments.
What are popular job titles related to Uhnw Family Assistant jobs in Decatur, GA? For Uhnw Family Assistant jobs in Decatur, GA, the most frequently searched job titles are:
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What cities near Decatur, GA are hiring for Uhnw Family Assistant jobs? Cities near Decatur, GA with the most Uhnw Family Assistant job openings:
Full-time
Re-posted 18 days ago
Job description
POSITION SUMMARY
The Private Markets Reporting Specialist is responsible for delivering accurate, timely, and insightful reporting across private market investments, including performance measurement, cash flow tracking, and reconciliation.
DUTIES & RESPONSIBILITIES- Perform end-to-end reporting and analysis of private market investments, including private equity, venture capital, hedge funds, and other alternative assets
- Reconcile investment transactions, capital calls, distributions, fees, and expenses across custodians, managers, and internal systems
- Track and validate cash flows, ensuring accuracy of investment activity and alignment with underlying fund documentation
- Calculate and analyze performance metrics, including IRR, TWR (as applicable), and total return
- Investigate and resolve discrepancies in valuation, pricing, and transaction data
- Support the production of client-facing reports, including quarterly and ad hoc reporting for UHNW families
- Partner with internal teams (Client Service, Private Market Services, Operations) to ensure data integrity and reporting consistency
- Assist in building scalable reporting processes and improving workflows related to private market data aggregation and reporting
- Troubleshoot reporting issues and provide ongoing support for systems such as Addepar, Canoe, or other reporting platforms
- Contribute to data governance and documentation of reporting methodologies and procedures
QUALIFICATIONS
- Bachelor's degree in Finance, Economics, Accounting, or a related field preferred.
- Three to five years of experience in investment reporting, performance analytics, or operations within wealth management, asset management, or a family office
- Direct experience with private market investments and related reporting requirements
- Strong understanding of capital calls, distributions, waterfall structures, and fund accounting concepts
- Proficiency in performance measurement, including IRR and cash flow-based return methodologies
- Experience with reconciliation across multiple data sources (custodians, fund managers, internal systems)
- Familiarity with reporting platforms such as Addepar, Canoe, Arch or similar tools preferred
- Advanced Excel skills required; experience with data tools or automation is a plus
- CIPM designation preferred (or progress toward certification)
- Exposure to data automation, AI tools, or workflow optimization (e.g., using AI for reconciliation support, anomaly detection, or reporting and workflow efficiency) is a plus
- Ability to leverage AI and automation to improve reporting workflows and data quality is strongly preferred
- Demonstrated professionalism, discretion, and respect for confidential matters
WORKING CONDITIONS
- Limited travel as business needs necessitate
- Long periods of sitting utilizing a computer
- 100% onsite
About Oxford Financial Group
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
Carmel, IN, US
Year founded
1981