Back Office Specialist

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 [email protected] .