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Wealth Planning Associate

Westport, CT

Posted: 04/18/2024 Industry: High Priority Job Number: 1935833 Pay Rate: 130k/year - 150k/year

Job Description


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.


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About Westport, CT

Ready to embark on a new career adventure near Westport, Connecticut? Explore our job opportunities in this charming coastal town, known for its picturesque landscapes, vibrant arts scene, and upscale dining options. With proximity to the beautiful Sherwood Island State Park and the renowned Westport Country Playhouse, this area offers a perfect blend of nature and culture for job seekers looking to thrive in a dynamic community. Don't miss out on the chance to work near iconic spots like the Saugatuck River, MoCA Westport, and the Levitt Pavilion for the Performing Arts. Start your journey to a fulfilling career in Westport today!