• Location: Boston MA
• Type: Perm
• Job #24281

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