AREY Group

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 here: https://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

Support

Operations

Project management

Logistics

Accounting

Financial reporting

Compliance

Project documentation

Research

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