Family Office Associate (Hybrid)

Our client's goal is to protect and grow the wealth of institutions, individuals, and families. We are a boutique, fiduciary, Multi-Family Office with an in-house Capital Markets Group. For over 50 years, our founders have served the financial community with ethics and integrity and put clients’ interests ahead of our own. Our team of industry leaders provides concierge-level service, comprehensive financial planning, and portfolio management for a diverse range of clientele. Our client offers objective advice based on deep, fundamental research and integrated planning for our clients’ entire financial state of affairs. We add value through discretionary portfolio management, tax and estate planning, risk management, liability planning, charitable planning, and more.

The Family Office Associate should have familiarity with various types of securities investments, broker-dealers, and financial regulations. They should have an upbeat personality and be able to engage with clients about such topics in conversation. Enthusiasm for serving clients should be reflected in all their work. The overriding purpose of this position is to make clients feel confident, valued, and supported.

**Must have prior experience working in a Multi Family Office or Wealth Management firm**

Duties:

• Be the first point of contact between clients and the firm.
• Schedule advisor/client meetings.
• Respond to client inquiries, answer questions, and resolve issues.
• Obtain and process all client information and transactions.
• Maintain client records.
• Compile and update documents and contracts.
• Create new accounts and transfer funds.
• Navigating TD and Schwab sites
• Onboard new clients.
• Outreach to potential new clients.
• Supervise virtual team members.
• Follow and improve firm processes.
• Prioritize between urgent, important, and secondary tasks.
• Expedite serious issues to management for prompt resolutions.
• Draft written communication on behalf of advisors.
• Follow firm protocols in responding to phone calls and emails.
• Ensure regulatory rules are followed.
• Build positive client relationships through following up, checking in, and soliciting feedback.
• Anticipate client needs and proactively intervene to meet them.
• Perform administrative and clerical duties as needed.
• Go “extra mile,” make clients happy, and instill confidence that we are the best possible team to safeguard their wealth.

Required Experience and Qualifications:

• Bachelor’s degree
• 3+ years of experience as a Client Services Associate or Family Office Associate in the financial industry
• Understanding of investment concepts
• Exceptional communication and customer service skills, including listening skills
• Excellent written and spoken English communication skills
• TD and Schwab experience a plus
• DocuSign experience
• Outstanding with technology
• Advanced skills in Microsoft Office Suite
• Ability to work independently with minimum supervision
• Ability to admit mistakes, take responsibility, ask questions, and seek guidance
• Naturally friendly, upbeat personality
• Attentive, solicitous person who can draw needs out of clients