Family Office Associate

New

Skills

Asset Consolidation Cash Management Client Service Excel Proficiency Financial Analysis Financial Modeling Philanthropy Coordination Reporting and Presentations Sage Intacct Wealth Planning Collaboration

The Family Office Associate will provide essential financial analysis to support client decisions and coordinate various financial activities including cash management, protection, and philanthropy efforts. The role involves preparing comprehensive reports and presentations, consolidating asset performance reporting for families, and collaborating with accountants and advisors on wealth plans to ensure a high-touch client service experience.

Key Responsibilities
  • Provide financial analysis to support client decisions.
  • Coordinate cash management, protection, and philanthropy efforts.
  • Prepare reports, presentations, and client recommendations.
  • Consolidate assets and performance reporting for families.
  • Collaborate with accountants, tax, and advisors on wealth plans.
  • Ensure precise, high-touch client service experience.
Required Skills & Qualifications
  • Bachelor's degree in finance, economics, accounting, or related field.
  • 4-6+ years in family office, wealth-management, or tax-related role.
  • Strong financial modeling and analytical skills; proficient in Excel and data tools.
  • Ability to manage multiple priorities with confidentiality and discretion.
  • Attention to detail and strong written/verbal communication skills.
  • Experience with Sage Intacct, Masttro, and/or Addepar.

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Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: Months

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