Associate Director of Family Office

Job Responsibilities

• Serve as a primary contact for clients and external advisors
• Support a wide range of financial and administrative needs
• Manage cash activities including payables, receivables, expense tracking, and account reconciliations
• Cook up investment related administration and maintain accurate records for financial activities and transactions
• Prepare financial reports and supporting materials for client meetings and ongoing portfolio reviews
• Support client onboarding processes by organizing documentation, coordinating account setup, and maintaining records

Requirements

• A Bachelor degree in finance, accounting, business, or a related field
• 3+ years of client facing experience in financial services, accounting, or bookkeeping environments
• Demonstrate experience working with high net worth clients, investment administration, or family office operations
• Possess strong project management skills with the ability to manage multiple priorities and deadlines
• Use financial technology platforms and Microsoft Office applications effectively in daily operations

Qualifications

• Maintain strong attention to detail and accuracy when handling financial information and documentation
• Communicate effectively with clients, advisors, and internal stakeholders through a professional and service-focused approach
• Demonstrate integrity, discretion, and sound judgment when managing confidential information
• Build collaborative relationships with accountants, attorneys, investment professionals, and other external partners