Assistant Director of Family Office
Gainesville, FL, United States2w ago
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Key details
- Location
- Gainesville, FL, United States
- Work style
- Onsite
- Level
- Lead / Staff+
- Job type
- Full-time
- Experience
- 3–6 yrs
- Function
- Operations & Strategy
- Focus area
- other
- Posted
- 2w ago
Skills
About the role
The Collier Companies is seeking an Assistant Director of Family Office!
This is an on-site role, reporting out of The Collier Companies Florida Home Office in Gainesville, which offers beautiful natural areas, a temperate climate, and tremendous educational, cultural, and commercial opportunities. Gainesville was recently ranked as one of the top 10 places to live in the United States.
We are seeking a capable, versatile professional to join the Office of the Chair at The Collier Companies in Gainesville, FL. This full-time role supports the Founder & Chairman and reports to the Chief of Staff to the Office of the Chair in her role as Director of the Family Office. The successful candidate will provide chair-level oversight of multiple operating companies and a significant portfolio of real estate investments, with a focus on legal application and real estate finance.
TCC is a highly entrepreneurial, hands-on, principle-based organization that believes in stakeholder capitalism: we have a responsibility to all our stakeholders in proportion to their stake. We firmly reject Milton Friedman’s thesis that the only duty a business has is to its shareholders and it is up to the marketplace to sort out the rest.
TCC Mission Statement addresses our two primary stakeholders, our Customers and our Team Members & like a married couple, if they are not both winning, they are both losing. “Proudly making your Home the Heart of our Business…while Supporting our Team Members in Becoming their Best Selves.”
This opportunity is ideal for a resourceful professional who understands real estate law and finance, reads contracts closely, communicates with clarity, and is comfortable presenting to the Founder & Chairman and senior executives. The right candidate combines sound judgment, strong critical thinking, and a high EQ with initiative, discretion, and adaptability in a fast-paced environment where priorities may shift quickly.
Perks – The Good Stuff:
- The Collier Companies 401k match is 100% of your contribution up to 10% of your gross income.
- Up to 24 days off during your first year with annual increase!
- Stylish TCC logo attire provided.
- Comprehensive medical, dental & vision insurance.
- Group & supplemental life insurance policy options.
- Healthcare reimbursement account & legal services insurance.
- Career growth opportunities.
Qualifications
- Review contracts and agreements, including leases, purchase and sale agreements, loan documents, and entity formation documents, to identify key terms, inconsistencies, missing provisions, and legal or business risks
- Prepare concise summaries of obligations, deadlines, and risks for the Founder & Chairman and Chief of Staff
- Analyze transactions, markets, and financial data, often on short notice, including pro formas, comparable properties, lease-versus-buy decisions, and scenario models for student housing and conventional apartments
- Evaluate financing proposals, including loan quotes, refinance projections, and construction draw requests, and track key loan terms, covenants, and deadlines
- Convert raw data and complex source materials into clear memos, dashboards, and actionable recommendations
- Draft polished briefing memos, correspondence, and pre-read materials, and present findings and recommendations to the Founder & Chairman and senior leaders
- Lead Office of the Chair special projects from concept through completion, anticipating needs, prioritizing effectively, and following through on commitments
What You Bring
Required Qualifications
- Bachelor's degree in business, real estate, finance, accounting, legal studies, or a related field
- Three or more years of experience in contract review, compliance, real estate, or financial analysis
- Working knowledge of real estate transactions and finance, including leases, debt and equity structures, and corporate and entity structure
- Strong accounting, quantitative, and analytical skills, including advanced Excel proficiency for financial modeling
- Exceptional writing, editing, and proofreading skills, including the ability to summarize complex legal and financial information in plain language
- Proficiency in Word, Outlook, and PowerPoint, and experience presenting to senior leaders
- Excellent organization and attention to detail, with the ability to work independently and manage a high-volume workload
- Demonstrated discretion and willingness to sign a confidentiality agreement
- Valid in-state driver's license and reliable transportation
Preferred Qualifications
- JD, CPA, or master's degree (MBA, MRED, or MS in Real Estate); or a bachelor's in finance or accounting and/or experience with trusts, estate planning, and taxation. Bar admission is not required; this is a non-attorney role, but experience supporting in-house attorneys, including preparing legal documents, is helpful
- Familiarity with multifamily real estate, commercial leases, loan documents, title and due diligence, or entity formation documents
- Experience with real estate underwriting, financing, or refinancing
- Real estate license or industry designation, such as CCIM or CPM
What Will Help You Succeed
- Executive presence: You communicate clearly and confidently and respond constructively to feedback from the Founder & Chairman and executives
- Attention to detail: You quickly spot inconsistencies and gaps in lengthy, complex contracts and financial documents
- Analytical judgment: You ask the right questions, explain trade-offs, and make practical recommendations
- Ownership and initiative: You take responsibility for results and act independently when appropriate
- Discretion: You safeguard confidential business, legal, financial, and personal information
- Alignment with our culture: You apply the principles in Stephen Covey's The 7 Habits of Highly Effective People
Work Environment and Schedule
- This is primarily an office-based position in Gainesville, Florida, with some work outside the office
- The role requires typing, sitting, seeing, hearing, speaking, writing, standing, lifting, and traveling; candidates must be able to lift up to 50 pounds as needed
- Occasional evening or early-morning board and committee meetings are required
Scope of role: This is a non-attorney position and does not provide legal advice or representation. Matters requiring a legal opinion will be referred to in-house attorneys or outside counsel.
Our Culture
- How We’re Different: The Collier Companies is a fast-growing company that fosters a professional attitude and a strong team spirit. We are committed to training our teams well, honoring their achievements, and promoting from within. Our team is highly focused on both personal and professional growth, building a strong relationship with our residents, and creating an environment that each of our residents can call home.
- Our culture is founded on the principles taught in “The 7 Habits of Highly Effective People” by Stephen R. Covey which we ask all Team Members to read in their 1st 90 days.
- Our mission statement is Proudly Making Your Home The Heart Of Our Business while Proudly Supporting Our Team Members In Becoming Their Best Selves.
- Our Team Members for are the foundation of our success and we strive to be good stewards to each other, believing in collaboration and supporting one another to achieve our missions.
- Our four chief values are CANI (Constant & Never-Ending Improvement); utilizing our I&R (Initiative & Resourcefulness) to find solutions that are both E&E (Efficient & Effective) that we empowered to implement via IIT (I Intend To ____
- We are committed to Lifelong Learning and personal & professional growth. Every other year, we have Collier College (Emotional Intelligence (EQ), Critical Thinking Skills (CTS), Life Management skills & Real Estate 101) in house after hours & our 6in6 e-mentoring book reading program is ongoing.
- The Best We Can Be, We Must Be. To Give Anything Less Than Your Best is to Sacrifice the Gift! Complacency is a Champion’s Greatest Foe, We Have Fire in the Belly & a Burning Sense of Immediacy.
- We have a goal to build 10,000 Apartment Homes in the coming decade to grow our portfolio.
- We are privately owned with a long-term hold perspective, a strong balance sheet and are exceedingly well capitalized with excellent banking relationships and a sterling industry reputation.
- We have been in business since the 1972’s. We currently own over 13,000 apartment homes including over 1,000 new apartment home construction starts each year.
Philanthropy
- The Nathan S. Collier Master’s of Real Estate Program at the University of Florida is consistently rated #1 among public institutions
- The Columbia Journalism Review at Columbia University is widely recognized as the standard setter for journalism, Dr. Collier is the longest serving member of their Board of Overseers
- New York University’s (NYU) Center for Ethics in Journalism annually bestows the Collier Award for Ethics in Journalism
- The University of Florida College of Journalism and Communication oversees The Collier Prize for Investigative Journalism, presented yearly at the White House Correspondents Dinner in Washington, DC
- Columbia University’s College of Journalism presents annually the Nathan S. Collier Business Reporting Program designed to provide new and mid-career journalists with a solid economic and financial background
- Dr. Collier regularly teaches as an adjunct professor at UF Law School and at the Warrington College of Business
- Dr. Collier has been a commencement speaker for UF Law School and twice for the Warrington College of Business
- At The Collier Companies, it is about people. Our Residents depend on us to be observant, interested in their lives, and quick to respond to their needs. We enjoy working with them and with each other. Every day is different: rewarding, challenging, and fun. When someone lives in one of our communities, they are entrusting us with providing their Home, something fundamental to their emotional, spiritual, and physical well-being and we consider that both a wonderful Honor and a significant Duty that we are passionate about. We ask all that join us to commit to doing likewise.
- The Collier Companies is an Equal Opportunity Employer. Background checks are an employment requirement. Upon submission of your application, you will be invited to complete our candidate assessment. These are required steps in the hiring process.
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