Description

Job Purpose/Summary: To manage accounts and relations with family office clients, while maintaining a positive and professional relationship. Assist the family office team in any tasks deemed necessary in order to best serve the clients. 

Essential Job Duties: 

· Develop and maintain strong client relationships with high profile clients

· Uphold a strict level of confidentiality & demonstrate a high level of discernment 

· Interaction/correspondence with client family members, client household and business staff, attorneys, insurance agents, banking/investment personnel, and other related advisors

· Demonstrate initiative; perceive & anticipate client needs 

· Provide administrative support to family office service team which may include managing and maintaining meetings, appointment schedules, preparing overnight and courier shipments, and processing mail and package delivery

· Manage online banking transactions as well as other banking transactions which may include accounts payable, making deposits, and bank reconciliations

· Handle basic bookkeeping and payroll tasks

· Prepare wire transfers and reports

· Maintain an organized filing system of paper and electronic documents

· Comfortable in a fast paced environment that requires flexibility and responsiveness

· Work with manager on any other tasks/projects deemed necessary

Requirements

Qualifications: 

· 1-2 years applicable experience preferred

· Bachelor’s degree preferred

· QuickBooks certification or bookkeeping experience preferred

· Proficient in Microsoft Office products (excel, outlook, etc)

Desired Skills:

· Excellent oral and written communication skills

· Excellent interpersonal and client services skills

· Resourceful and a good problem solving abilities

· Friendly and professional demeanor

· Works well independently and also within a team

· Ability to multi-task and prioritize

· Ability to maintain confidentiality

· Detail-oriented

· Superior organization skills

· Takes initiative and able to work independently 

The ability to learn quickly and work well with high volumes and deadlines

Job Specifications: 

· Local travel may be required 

· Flexibility to work weekends and extended hours during peak busy seasons