Tech Stack

Description

You will provide comprehensive financial analysis and support strategic decision-making for high-net-worth clients and their families. This includes cash management, asset protection, and philanthropic initiatives.

Requirements

• Bachelor's degree in finance, economics, accounting, or related field
• 4-6+ years of experience in family office, wealth management, or tax
• Strong financial modeling and analytical skills
• Proficiency in Excel
• Exceptional client service and communication skills

Responsibilities

• Support third-party accountants in monthly close functions
• Prepare detailed reports and presentations for clients
• Consolidate and report on family assets and performance
• Monitor cash flows, liquidity needs, and funding requirements
• Coordinate wire transfers, bill pay, and expense tracking