Financial Advisor

Get ready to laugh your way to the top of your career! My client is seeking an Investment Manager support Officer to join their rockstar Family Office team that is growing and expanding. This is a leading mid-sized accounting and advisory firm that helps local businesses thrive. Their secret to success? A commitment to building great relationships, conversations, and futures, oh, and unlimited coffee, snacks, and gym memberships (because we take our health seriously, but also, who doesn't love a good snack break?).

This is your chance to be part of a growing, dynamic, and highly specialized group that's changing the game in the Family Office world. You'll work directly with the awesome partners and help build long-lasting relationships with ultra high net worth clients. Your duties will include everything from being the go-to person for clients to crafting custom solutions that meet their unique needs.

Requirements

• Has a bachelor’s degree in Business Administration or a related field
  
• Has 2-5 years of customer service or hospitality experience, with a strong focus on building and maintaining client relationships
  
• Has exceptional verbal and written communication skills
  
• Works well in a fast-paced environment with a diverse portfolio of work
  
• Is a brand ambassador for the organizations Family Office and can connect with high-net-worth individuals to create meaningful relationships
  

Benefits

• Hands-on experience working with high-net-worth individuals and families
  
• Career growth opportunities as our Family Office practice continues to grow
  
• A competitive compensation package, including extended health care, dental, and group life insurance benefits
  
• 3+ weeks of paid vacation per year, overtime meal and parking reimbursements, and a monthly gym membership subsidy
  
• An open-door culture that encourages interaction with all staff levels, including partners
  
• Entertaining social events throughout the year (because work-life balance is important!)
  
• And did we mention the fully stocked kitchen, snacks, and unlimited coffee?