Operations Senior Analyst - Business Management & Family Office (52267)

About the role

We are looking for an Analyst to join our Advisory Department in a dynamic work environment that fosters professional growth, collaboration, and flexibility to manage your personal and professional life.

Responsibilities

• Client Delivery Support: Assist with client delivery activities, including new client acceptance, engagement letters, client billing (including commission-based billing), client banking, and related tasks. Work with BMFO-specific systems such as CNB Business Suite, Easilink, Agilink, handling permissions, admin support, and verbal confirmations across multiple banking profiles.
• Wealth Management & Reporting: Support wealth management platforms like Black Diamond and Arch/Canoe. Assist in preparing reports, pulling down private equity and other statements, and organizing data to facilitate client onboarding and integration.
• Administrative Services: Provide support to leadership and professionals, including managing calendars, itineraries, agendas, organizing virtual and in-person meetings, and coordinating travel arrangements. Handle office tasks such as filing, scanning, preparing mail packages, and ad-hoc projects.
• Data Entry & System Management: Provide system data entry support, including entering new clients or child clients into various information systems and maintaining accurate records within software and tools.
• Annual Filings Coordination: Coordinate annual non-tax filings and liaise with corporate legal services (e.g., Eminutes and Paracorp). Track, monitor, and coordinate filings across the practice, ensuring timely communications with relevant entities.
• Client Workflow & Deliverables Management: Oversee and monitor client delivery workflow tools, assist account leads with upcoming deadlines and filings, track status reports, and maintain communication with engagement teams and clients.
• Utilization & Performance Goals: Work with a performance manager to establish and meet utilization goals and targets, including billable hours and utilization objectives as part of performance requirements.

Requirements

• Minimum of three years of administrative experience, preferably in a business management or professional services environment.
• High School diploma or equivalent; completed coursework from an accredited college/university is preferred.
• Ability to proactively troubleshoot problems, ask clarifying questions, and know when to escalate issues.
• Excellent interpersonal and communication skills.
• High attention to detail.
• Ability to prioritize competing requirements and/or deadlines.
• Proficiency in Microsoft Office Suite, web-based research, and the ability to learn firm-wide applications and technology packages.
• Highest degree of integrity, professionalism, diplomacy, and discretion.
• Team player with a positive attitude.
• Flexibility to work required overtime during busy periods or as needed.

Benefits

We offer competitive compensation and benefits, along with flexibility to balance your personal and professional life.