Responsible for overseeing the various aspects of family service to serve the principal and their family in the most efficient and careful manner and for designing and implementing processes and procedures to enhance the efficiencies of the family office. The position also provides administrative support to team members and clients by performing a variety of complex duties in the areas of client service, investment management, office administration and/or accounting to support the team in serving and assisting the family.
Responsibilities:
Serve as a key point of contact for day-to-day client service(family) needs.
Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving.
Responsible for all procedures and follow-up necessary to service financial accounts (e.g., processes applications, deposits, withdrawals, transfers, alternative investment subscription documents, capital calls, and tender offers; prepares and delivers client and investment reports).
Prepares requested client or investment reports and spreadsheets in a timely manner.
Researching and resolving issues or discrepancies with clients' accounts, bill pay or invoices.
Managing vendor relationships, requests, and payments.
Liaise with financial advisors.
Manage bill collection and processing.
Maintain notes and action items for internal CRM system.
Administrative duties including scanning, deposits, answering calls and emails.
Assists the Company's Accounting Department in monitoring activities, addressing items of concern to ensure issues are handled in an appropriate and timely manner.
Coordinating meetings and appointments.
Manage expense reporting.
Qualifications
3+ years of experience working in a family office setting.
3+ years of experience in operations, office management, client services, investments, administrative support, trust operations, or accounting experience within a family office.
Bachelor's degree required. Preferably in Management, Business, Finance, Accounting or related field.
Exceptional attention to detail, problem solver and intellectually curious.
Adhere to the highest level of confidentiality.
Strong communication skills, both verbal and written.