Associate Analyst, Family Office Advisory

M&T Bank

Radnor, Pennsylvania, United States of America
Base: $24.87 - $41.45 hourly (usd); bonus/equity: ...
Ms office suite proficiency including advanced powerpoint
Ai tool usage such as chatgpt or co-pilot
Strong verbal and written communication skills
The role provides high-level administrative, analytical, and project support to the Head of Wealth & Planning and Trust Services

Job Summary

  • The role provides high-level administrative, analytical, and project support to the Head of Wealth & Planning and Trust Services.
  • Candidates are expected to leverage AI tools like Co-Pilot to enhance research, analysis, and productivity.
  • The position requires adherence to risk and regulatory standards while maintaining internal control standards.

Matching Summary

The role provides high-level administrative, analytical, and project support to the Head of Wealth & Planning and Trust Services.

Salary

Base: $24.87 - $41.45 Hourly (USD); Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • MS Office Suite proficiency including advanced PowerPoint
  • AI tool usage such as ChatGPT or Co-Pilot
  • Strong verbal and written communication skills
  • Complex calendar management and travel coordination
  • Data analysis and reporting capabilities

Nice-to-have

  • Experience with virtual family office platforms
  • Ability to work independently under general supervision
  • Collaborative team environment experience
  • Strategic project support skills
  • Process improvement initiative participation

Key Requirements

  • Bachelor's degree required or equivalent combined education and experience
  • Minimum four years of higher education and/or relevant work experience if no degree
  • Demonstrated analytical, problem-solving, and critical thinking abilities

Work Rights

Not specified

Tailored Resume

Cover Letter