Financial Operations Associate- Family Office

Financial Operations Associate- Family Office/Private Wealth Industry

Office Location: Stanford, CT- one block from train station

Salary Range: $100,000-120,000

Hybrid: 3 days/week onsite (flexible to choose onsite days)

Core Responsibilities

Client Relations:

• Support Relationship Managers on client relationships.
• Serve as a key point of contact for day-to-day client service needs.
• Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving.

Billing & Accounting:

• Review of bank and brokerage accounts on a regular basis.
• Track investment portfolios consisting of individual stocks, hedge funds, other private investments, and loans.
• Preparation of balance sheets and monthly/quarterly financial reports.
• Process payments for income taxes, real estate taxes and other invoices.
• Work with legal counsel and tax advisers to implement wealth transfer strategies, tax planning, asset protection solutions, and philanthropic initiatives.
• Support of tax preparation and coordination with outside accountants.
• Budgeting and cash flow planning for clients.
• Administer charitable giving programs on behalf of clients.
• Maintain notes and action items for internal CRM system.

Business Operations:

• Administrative duties including scanning, deposits, mail and delivery services.
• Respond to internal and external ad-hoc requests promptly.
• Demonstrate outstanding attention to detail, efficiently perform and prioritize multiple tasks simultaneously, and consistently meet or exceed deadlines.

Qualifications/Skills

• Full-time position located in Stamford, CT.
• Hybrid work model with 3 days in the office and 2 days remote.
• Bachelor’s degree required.
• 3 -5 years prior relevant industry experience. (Family office, operations, or other experience working with HNW families is preferred)
• Strong QuickBooks skills preferred.
• Proficiency in all Microsoft Office programs, particularly Excel.
• Excellent verbal and written communications skills.
• Self-starter and able to work independently.
• Proactive problem-solving ability.
• Adhere to high confidentiality and fiduciary standards.

Company Benefits/Perks

• Medical, dental, vision
• Paid holidays and paid time off
• Discretionary bonus