Wealth Planning Associate

Responsibilities include:

• Support Relationship Managers on client relationships.
• Serve as a key point of contact for day-to-day client service needs.
• Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving.
• Review of bank and brokerage accounts on a regular basis.
• Track investment portfolios consisting of individual stocks, hedge funds, other private investments, and loans.
• Preparation of balance sheets and monthly/quarterly financial reports.
• Process payments for income taxes, real estate taxes and other invoices.
• Work with legal counsel and tax advisers to implement wealth transfer strategies, tax planning, asset protection solutions, and philanthropic initiatives.
• Support of tax preparation and coordination with outside accountants.
• Budgeting and cash flow planning for clients.
• Administer charitable giving programs on behalf of clients.
• Maintain notes and action items for internal CRM system.
• Administrative duties including scanning, deposits, mail and delivery services.

Job Requirements & Qualifications:

• Full-time position
• Hybrid work schedule. Office is located in Brooklyn.
• Bachelor’s degree required.
• 3 years prior relevant industry experience. (Family office, wealth management, or other experience working with high net worth families is preferred)
• Strong QuickBooks skills required.
• Proficiency in all Microsoft Office programs, particularly Excel.
• Excellent verbal and written communications skills.
• Trust and estate and/or personal tax experience.
• Self-starter and able to work independently.
• Adhere to high confidentiality and fiduciary standards.
• Strong attention to detail, accuracy, and the ability to organize, prioritize, and execute successfully in a fast-paced environment.