Family Office Coordinator/Project Manager

DataOne employs the most talented, tenured and certified professionals in the industry. We have always maintained a customer- first business model, which has helped transform our organization into one of the industry’s innovator, solution providers, and shared service experts.  Be the solution. Keep clients happy.  Provide intellectual value. Consistency. Be sticky.  Help your fellow DataOne-ers.  Teach.  Mentor.  Lend a hand.  Grow.  Be professional, be engaged. ALWAYS.

Family Office Coordinator / Project Manager
Location: Dallas, TX (office-based with local travel)
Employment Type: Full-time

Overview
We are seeking a highly organized, proactive Family Office Coordinator / Project Manager to support a private family office and work closely with senior leadership. This role blends executive assistance, project management, and operational coordination across business, real estate, and family office initiatives. The ideal candidate is detail-oriented, reliable, and comfortable managing a wide range of responsibilities.

Key Responsibilities

• Act as a key support partner to senior leadership, assisting with daily coordination and follow-through on priorities
• Manage and track multiple projects to ensure timelines, tasks, and deliverables stay on schedule
• Coordinate real estate and building projects, including communication with vendors, contractors, and foremen
• Travel locally (approximately once every two weeks) to a ranch near Athens, TX to:
  • Meet with the ranch foreman
  • Hold and document meetings
  • Follow up on action items and operational needs
• Assist with logistics such as sourcing vehicles, coordinating insurance, and handling related administrative tasks
• Support organization and execution of events and meetings
• Conduct research on business matters, real estate opportunities, and potential investments
• Assist with general family office operations, documentation, and process organization
• Maintain confidentiality and professionalism at all times

Qualifications

• Strong organizational and project management skills
• Ability to manage varied tasks independently and prioritize effectively
• General financial aptitude, with exposure to:
  • Business fundamentals
  • Real estate transactions
  • Investment research
• Comfortable coordinating complex projects with multiple stakeholders
• Valid driver’s license and willingness to drive locally (no overnight travel required)
• Bachelor’s degree in business or a related field preferred, but not required

Ideal Candidate Traits

• Highly dependable and detail-oriented
• Strong communicator, both written and verbal
• Proactive problem-solver with a “get things done” mindset
• Adaptable and comfortable wearing multiple hats
• Professional, personable, and trustworthy

DataOne IS AN EQUAL OPPORTUNITY EMPLOYER. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sex, marital status, gender identity or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved.