Our Family Office Services division acts as a centralized coordinating resource for the firm’s wealthiest and most complex clients. This position is not a management/supervisory position. It will report to the Director of Family Office Services. 

Essential Duties and Responsibilities (include but are not limited to): 

• Day-to-day financial management, including bill pay, bookkeeping, fulfillment of capital calls, wire transfers, and liquidity monitoring 

• Corresponding with vendors to obtain invoices 

• Corresponding with utility companies to setup services at homes 

• Setting up online accounts with vendors 

• Gather, organize, scan and distribute mail for each client 

• Coordinating the distribution of client tax reporting documents, including interfacing with accountants 

• Creating and updating financial calendars to ensure deadlines are met for the payment of income taxes, renewal of vehicle registrations, drivers’ licenses,  

• passports, payment of property taxes, credit card bills, medical bills, utilities and more 

• Working with client’s insurance carriers regarding claims and minimizing premiums 

• Preparing monthly or quarterly net worth summaries, cash flow reports and custom financial reports in Excel and QuickBooks 

Qualifications, Skills and Requirements: 

• Proficient in QuickBooks, MSOffice, Outlook, Bill.com, and Excel  

• Must be well organized, attentive, have excellent attention to detail and complete tasks with a very high accuracy rate 

• Must have excellent communication skills  

• Must have good problem-solving skills and work well on a team 

Education, Training and Experience: 

• 2+ year of experience in financial services  

• College degree or equivalent in experience