Landing Point
Senior Associate, Family Office Management
Join to apply for the
Senior Associate, Family Office Management
role at
Landing Point Senior Associate, Family Office Management
2 weeks ago Be among the first 25 applicants Join to apply for the
Senior Associate, Family Office Management
role at
Landing Point This range is provided by Landing Point. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$110,000.00/yr - $130,000.00/yr Company Overview:
A multi-family office and wealth management firm provides financial advisory services to ultra-high-net-worth individuals, families, and institutions. They are seeking a Senior Associate to join their Family Office Management Team to support day-to-day transactions and client portfolio management.
Job Responsibilities:
Complete daily service tasks including account opening, maintenance, and investment paperwork Process client tax payments and manage the tax document lifecycle Manage RMD process and payments Handle client shipments and process capital calls, redemptions, and track distributions Assist with client meeting materials and ensure CRM data is up to date Support the Family Office Management Team with project work and firm-wide initiatives
Qualifications:
BS/BA & a minimum of 8 years of related industry experience Knowledge of investment and financial planning concepts and capital markets Extensive knowledge of Salesforce/Practifi/CRM software Exceptional analytical and problem-solving proficiency Excellent written and verbal communication skills Highly organized and detail-oriented
Compensation:
Salary:
$110,000 – $130,000, Plus Bonus
The post Senior Associate, Family Office Management appeared first on Landing Point. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Administrative Industries Staffing and Recruiting Referrals increase your chances of interviewing at Landing Point by 2x Sign in to set job alerts for “Senior Office Manager” roles.
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Join to apply for the
Senior Associate, Family Office Management
role at
Landing Point Senior Associate, Family Office Management
2 weeks ago Be among the first 25 applicants Join to apply for the
Senior Associate, Family Office Management
role at
Landing Point This range is provided by Landing Point. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$110,000.00/yr - $130,000.00/yr Company Overview:
A multi-family office and wealth management firm provides financial advisory services to ultra-high-net-worth individuals, families, and institutions. They are seeking a Senior Associate to join their Family Office Management Team to support day-to-day transactions and client portfolio management.
Job Responsibilities:
Complete daily service tasks including account opening, maintenance, and investment paperwork Process client tax payments and manage the tax document lifecycle Manage RMD process and payments Handle client shipments and process capital calls, redemptions, and track distributions Assist with client meeting materials and ensure CRM data is up to date Support the Family Office Management Team with project work and firm-wide initiatives
Qualifications:
BS/BA & a minimum of 8 years of related industry experience Knowledge of investment and financial planning concepts and capital markets Extensive knowledge of Salesforce/Practifi/CRM software Exceptional analytical and problem-solving proficiency Excellent written and verbal communication skills Highly organized and detail-oriented
Compensation:
Salary:
$110,000 – $130,000, Plus Bonus
The post Senior Associate, Family Office Management appeared first on Landing Point. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Administrative Industries Staffing and Recruiting Referrals increase your chances of interviewing at Landing Point by 2x Sign in to set job alerts for “Senior Office Manager” roles.
Boston, MA $65,000.00-$75,000.00 2 weeks ago Executive Assistant - Ultrasound R&D (Cambridge, MA)
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