Back Office Specialist
2 days ago
Back Office Specialist – Multi Family Office
Location: Modiin, Israel,
Employment Type: Full-Time
Department: Financial Operations
About Us:
Goldrock is a trusted adviser to high-net-worth families worldwide, managing the full spectrum of their financial affairs and investments.
Role Overview:
We seek a highly organized, detail-oriented Back Office Specialist to ensure accurate transaction processing and data integrity for our Multi Family Office Financial Operations team. This key role supports both internal teams and client-facing operations in a fast-paced, high-responsibility environment.
Key Responsibilities:
· Enter, process, and reconcile financial transactions across platforms, including Addepar, banks, and fund portals (Addepar experience is a plus, not required).
· Prepare and manage investment subscription and wire transfer documents for various investment instruments.
· Maintain and update client records, investment data, and banking information.
· Support monthly/quarterly reconciliations and reporting cycles.
· Collaborate with internal departments.
· Assist with tax compliance documentation and coordinate with tax advisors.
· Liaise with external service providers.
· Identify process improvements and communicate effectively with clients.
Qualifications Required:
· Proficient with reporting tools, project management systems, Excel, Word, and Outlook; quick to master new software.
· Strong attention to detail and accuracy in financial records.
· Excellent time management, teamwork, integrity, and sound judgment.
· Strong organizational, written, and verbal communication skills.
· Able to manage multiple tasks and deadlines in a dynamic environment.
· Fluent in English and Hebrew.
Preferable/Advantage:
· Degree in Finance, Accounting, Business Administration, or related field.
· At least 2 years' experience in financial operations, preferably in a family office, private bank, or asset management.
· Familiar with stocks, ETFs, bonds, alternative investments, and portfolio management systems like Addepar.
What We Offer
· Competitive compensation and benefits.
· Exposure to global environment, diverse investment strategies and financial structures.
· Work closely with a team that values integrity, excellence, and long-term relationships.
How to Apply
Please send your resume and a brief cover letter to .
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