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StevenDouglas

Family Office Analyst: Wealth & Estate Finance

StevenDouglas, West Palm Beach, Florida, United States, 33412

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A financial services firm in West Palm Beach, Florida, is seeking an entry-level analyst/associate to support financial, wealth, and estate planning for families. Responsibilities include maintaining financial agreements, preparing reports, and assisting with estate planning. The ideal candidate should have a bachelor’s degree in finance or accounting, strong analytical and interpersonal skills, and proficiency in Excel. This is a full-time position offering various benefits, including medical coverage and a retirement savings plan. #J-18808-Ljbffr