Associate Director of Family Office

Job Responsibilities

• Serve as a primary contact for clients and external advisors while supporting 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.

Benefits

Exact compensation may vary based on skills, experience, and location. Expected starting base salary of $120,000 to $150,000 per year.

Pay

$120,000 to $150,000 per year

Schedule

N/A