Family Office Associate
Landing Point · Boston, MA · 2 wk ago
On-siteAdministrativeFull-time
Job Responsibilities
- Reconcile client bank accounts, brokerage accounts, and other investment holdings
- Afford assistance with client monthly portfolio reporting
- Update and maintain information in the reporting system and CRM
- Execute paperwork for account openings and ongoing account maintenance at multiple custodians
- Handle operational and administrative tasks related to client investments
- Afford interface with clients, investors, fund managers, and service providers to assist with operational requests
- Manage a high volume of incoming firm communication and complete or delegate tasks in a timely manner
- Complete various ad-hoc projects as requested by clients or colleagues
- Generate ideas for workflow improvement and organization to sustain business growth
Qualifications
- Proficiency in portfolio reporting systems and CRM software
- Flexibility to accommodate requests from various teams
Pay
Salary: $70,000 – $90,000, Plus Bonus