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Family Office Associate

Brooklyn, NY 11201

Posted: 02/21/2024 Industry: Offer Accepted Job Number: 1802789 Pay Rate: 100k/year - 120k/year

Job Description

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

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