Family Office Financial Reporting and Operations Specialist

Website CWSWG


Key Responsibilities

  • Maintain wealth management reporting systems
    including preparation of financial, analytical, and performance reports
  • Set-up, funding, and coordinator for investments and bank/brokerage accounts
  • Serve as office point-of-contact and collaborate with financial, legal and real estate partners
  • Provide executives with administrative support
  • Office management tasks as needed
  • Assist with investment and stock analysis
  • Key Requirements & Skills
  • Bachelor’s degree (preferably in Business, Accounting, or Finance)
  • Proficient with Microsoft Office (expert Microsoft Excel skills) and QuickBooks
  • Highly trustworthy and dependable
  • Analytical mind-set and mathematically competent
  • Ultra-high attention to detail, problem solver, and intellectually curious
  • Adhere to the highest level of confidentiality
  • Other Important Personal Attributes
  • The ability to prioritize assignments and experience balancing multiple projects at one time
  • The ability to work independently and effectively manage their time
  • Strong interpersonal skills with an approachable and professional demeanor
  • Outstanding organization skills
  • Excellent verbal and written communication skills
  • Must be currently authorized to work in the United States on a full-time basis.
  • Role will be mostly 4 days in Newport Beach and one day remote work. Candidates should live in a commutable distance to Newport Beach.
  • Interested applicants should submit their resume and a cover letter.
  • Starting Salary $70k plus benefits, including paid holidays, vacation, medical insurance

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