Family Office Associate

Multi-Family Office is seeking a Family Office Associate to join its dynamic and growing team. The position supports the day-to-day client operations including relationship management, preparing financial reports, tracking portfolio investments, liaising with external vendors such as accountants, estate attorneys and insurance brokers, and various administrative duties.

Responsibilities:

• 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.

Qualifications:

• Bachelor’s degree in a related field.
• 3+ years of experience in a family office, wealth management, or other experience working with high net worth families
• Strong verbal and written communications skills.
• Trust and estate and/or personal tax experience.
• Self-starter and able to work independently.
• Strong attention to detail and organized
• Ability to prioritize in a fast-paced environment
• Proficiency in QuickBooks or similar software is preferred.
• Proficiency in Microsoft Office Suite