This position supports financial data integration and reporting for ultra-high net worth family office clients to provide superior client service and high-level advice
Job Summary
This position supports financial data integration and reporting for ultra-high net worth family office clients to provide superior client service and high-level advice.
The role involves maintaining and enhancing a virtual family office platform, ensuring accuracy of financial data, and assisting in customized financial reporting.
The candidate will work independently under general supervision and interact with internal partners, external custodians, advisors, and clients.
Matching Summary
This position supports financial data integration and reporting for ultra-high net worth family office clients to provide superior client service and high-level advice.
Salary
Base: $24.87 - $41.45 Hourly (USD); Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
financial data auditing and reconciliation
virtual family office platform support
financial and planning structure integration
data aggregation and consolidated reporting
collaborative team environment
knowledge of GAAP
accounting/financial software proficiency
Nice-to-have
process improvement initiatives
risk and regulatory standards adherence
client document digital storage management
support portal functionality
investment analysis support
diversity supportive environment
Key Requirements
Bachelor's degree in Accounting, Finance, or related field
Minimum 4 years combined higher education and/or work experience
Minimum 2 years accounting, audit or financial experience preferred