Semi-senior, Family Office

QUALIFICATIONS:

Education:

• Bachelor’s degree in Accounting, Finance, Economics, or a related field.
  Experience:
• 2+ years of experience in wealth management, family office services, or a similar role preferred.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work independently and collaboratively in a fast-paced, dynamic environment.
• Proficiency in using financial software and Microsoft Office suite.

Compensation:

• Competitive annual salary in the range of $75,000 to $90,000 based on the individual’s experience level.

Attributes:

• Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice.
• Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively.
• Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally.
• Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks.
• Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency.
• Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity.
• Action Oriented: Proactively seeks out new and challenging work.
• Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical.