Management Associate - Remote

High growth and visibility role to work closely with CEO and Managing Partner! This Jobot Job is hosted by: We are a boutique, fiduciary, Multi-Family Office with an in-house Capital Markets Group. For over 50 years, our founders have served the financial community with ethics and integrity and put clients’ interests ahead of our own. Our team of industry leaders provides concierge-level service, comprehensive financial planning, and portfolio management for a diverse range of clientele. Our client offers objective advice based on deep, fundamental research and integrated planning for our clients’ entire financial state of affairs. We add value through discretionary portfolio management, tax and estate planning, risk management, liability planning, charitable planning, and more. Education, growth, and leadership development opportunities ~The Family Office Associate should have familiarity with various types of securities investments, broker-dealers, and financial regulations. Must have prior experience working in a Multi Family Office or Wealth Management firm** Compile and update documents and contracts. ~Create new accounts and transfer funds. ~Outreach to potential new clients. ~Supervise virtual team members. ~Prioritize between urgent, important, and secondary tasks. ~Follow firm protocols in responding to phone calls and emails. ~Ensure regulatory rules are followed. ~Perform administrative and clerical duties as needed. ~Bachelor’s degree ~3+ years of experience as a Client Services Associate or Family Office Associate in the financial industry ~Excellent written and spoken English communication skills ~Advanced skills in Microsoft Office Suite ~Ability to work independently with minimum supervision ~Attentive, solicitous person who can draw needs out of clients