Associate, Extended Services

2 weeks ago

Wilmington, Delaware, United States AlTi Global Full time

We are a global wealth and strategic alternatives manager, in the business of turning powerful ideas into high-performing strategies and solutions.

Our clients are UHNW individuals and families, institutions, foundations, and family-led businesses. We offer a connected ecosystem of advice, solutions, and unique investment opportunities from across our global network.

AlTi has over 400 employees and assets under advisement of $70 billion with access to substantial capital for further investments.

We are passionate about finding better ways to serve our clients. We approach problems with open-mindedness and a restless entrepreneurial spirit to deliver more for clients.

Our culture is rooted in curiosity. We support the unique qualities of each team member and the entrepreneurial spirit shared by all of us. We come from different backgrounds and offer different perspectives. We believe these differences make us better suited for a fast-changing world.


As a growing global firm with offices in ten countries on four continents, we are looking for talented individuals to expand our team.

If you share our passion for ideas and commitment to excellence, we want you to join us. To learn more visit alti-We are looking for an Associate to join our Family Office Services Team.

The Associate will be responsible for supporting the daily functions of a multi-family office for ultra-high net worth multi-generational families.

As a valued member of the team, the Associate will work to directly support team members with daily tasks including maintaining client records, managing and synthesizing critical client data, gathering and tracking tax documentation for filings, research and execution of special projects, and delivering excellence to our clients.

The ideal candidate will enjoy setting goals, have a meticulous attention to detail, thrive in a fast-paced environment and be accountable for delivering results.

Job Responsibilities

  • Work closely with the internal client team as well as the client's third-party advisors and vendors to ensure timely and effective execution of private family office operational responsibilities
  • Assist Advisors with full suite tax compliance coordination with the client's CPA teams for all personal, business entity, charitable foundation, and fiduciary filings
  • Understand client transactions and financial statements to effectively synthesize information with the client accountant to ensure timely and accurate reporting
  • Support team members with Human Resource functions for the client's employees including onboarding, benefits, annual salary reviews and conflict resolution
  • Review client invoices and work closely with bill pay team to ensure accurate and timely payment
  • Establish and maintain organized personal and financial records for clients
  • Assist with the administration of grants for private family foundations and personal charitable giving
  • Assist with facilitation of insurance renewals and reconciliation of scheduled items
  • Participate in research and execution of solutions for bespoke projects as assigned
Qualifications

  • Bachelor's degree in finance or business preferred
  • Minimum of five years of related experience
  • Strong written and verbal communication skills
  • Demonstrate emotional intelligence with client communications
  • Highly detail-oriented with the ability to self-review
  • Self-starter; works with a sense of urgency and ownership
  • Ability to analyze and report on qualitative and quantitative data
  • Ability to organize, prioritize, and meet deadlines with minimal supervision and demonstrate flexibility with shifting priorities
  • Advanced Microsoft Office skills with emphasis on Word, Excel, Outlook, and PowerPoint
  • Ability to travel to perform additional tasks as needed
Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.

  • Client Services Associate

    3 weeks ago

    Wilmington, Delaware, United States Pyxai, Inc. Full time

    OVERVIEWOur client is seeking a dedicated Client Services Associate to support their financial consultants in providing excellent customer service to their clients. The client service associate acts as an assistant to one or more financial professionals. The ideal person helps financial advisors with specific tasks that may or may not require them to...

  • Customer Service Associate

    4 days ago

    Wilmington, Delaware, United States CSC Full time

    Customer Service Associate - Corporate FilingsMonday – Friday, 9am-6pmWilmington, DE (Onsite)If you've worked in the retail, hospitality, or restaurant industries, you know what it takes to keep customers happy and satisfied. The skills developed in those settings can be easily transferred to make a difference in CSC's professional business-to-business...

  • Customer Service Associate

    4 weeks ago

    Wilmington, Delaware, United States CSC Corptax Full time

    Job DescriptionCustomer Service Associate - Business License Monday - Friday, 9am-6pmWilmington, DE (Onsite)If you've worked in the retail, hospitality, or restaurant industries, you know what it takes to keep customers happy and satisfied. The skills developed in those settings can be easily transferred to make a difference in CSC's professional...

  • Customer Service Associate

    1 month ago

    Wilmington, Delaware, United States CSC Corptax Full time

    Job DescriptionCustomer Service Associate - Business License Monday - Friday, 9am-6pmWilmington, DE (Onsite)If you've worked in the retail, hospitality, or restaurant industries, you know what it takes to keep customers happy and satisfied. The skills developed in those settings can be easily transferred to make a difference in CSC's professional...

  • Associate Nurse Manager- CICU

    4 weeks ago

    Wilmington, Delaware, United States Nemours Full time

    As one of the nation's premier pediatric health care systems, we've made a promise to do whatever it takes to prevent and treat even the most disabling childhood conditions. It's a promise that extends beyond our nationally recognized clinical treatment to an entire integrated spectrum of research, advocacy, education, and prevention.Equity, diversity, and...

  • Associate Nurse Manager- CICU

    1 month ago

    Wilmington, Delaware, United States Nemours Full time

    As one of the nation's premier pediatric health care systems, we've made a promise to do whatever it takes to prevent and treat even the most disabling childhood conditions. It's a promise that extends beyond our nationally recognized clinical treatment to an entire integrated spectrum of research, advocacy, education, and prevention.Equity, diversity, and...

  • Retail - Sales Associate - 480

    2 weeks ago

    Wilmington, Delaware, United States Signet Jewelers - Field Full time

    Banter by Piercing Pagoda is looking for dynamic, driven and creative individuals to join our team.Key Sales AssociateJoin our team as a Key Sales Associate and have a positive impact on many lives. Our Key Sales Associates are responsible for engaging customers in conversation to understand their needs and objections; presenting merchandise and detailed...

  • Sales & Customer Service Associate

    2 weeks ago

    Wilmington, Delaware, United States Massage Envy Full time

    OverviewWhere Better Careers Begin Massage Envy Concord Pike 5615 Concord Pike, Wilmington DE Do you have a passion for helping others? At the Massage Envy - Concord Pike franchise, we support and inspire you to be your best while we work together to help clients feel their best. As a team, we're committed to delivering an excellent experience and growing...

  • Campus Retail Associate

    4 weeks ago

    Wilmington, Delaware, United States Barnes & Noble Education Full time

    IntroductionOur campus stores serve as a vibrant hub of college life and learning. We believe in creating retail and learning experiences that engage students, support faculty, and build alumni loyalty. Together, our teams and stores work to elevate lives through education.OverviewYou can enhance your success by joining our dynamic team today As a Campus...

  • Mechanical Associate

    4 weeks ago

    Wilmington, Delaware, United States CarMax Full time

    6022 - Wilmington Market Street, Wilmington, North Carolina, 28405CarMax, the way your career should be CarMax is now hiring Automotive Technicians Start loving what you do at CarMaxEnsure every vehicle is one our customers can rely onAt CarMax, our Automotive Technicians repair and recondition cars to meet CarMax's high standards. Automotive Technicians use...

  • Mechanical Associate

    4 weeks ago

    Wilmington, Delaware, United States CarMax Full time

    6022 - Wilmington Market Street, Wilmington, North Carolina, 28405CarMax, the way your career should be CarMax is now hiring Automotive Technicians Start loving what you do at CarMaxEnsure every vehicle is one our customers can rely onAt CarMax, our Automotive Technicians repair and recondition cars to meet CarMax's high standards. Automotive Technicians use...

  • General Services Aid I

    2 weeks ago

    Wilmington, Delaware, United States Nemours Children's Health Full time

    Job DescriptionNemours is seeking a General Services Aide to join our Nemours Estate team in Wilmington, DE.Encompassing a 77-room mansion, the largest French-inspired formal gardens in North America, and 200+ acres of grounds, Nemours Estate was owned and developed by Nemours' benefactor, Alfred I. duPont The General Services Aide will assist with daily...

  • Animal Care Associate

    1 month ago

    Wilmington, Delaware, United States Charles River Laboratories, Inc. Full time

    For 75 years, Charles River employees have worked together to assist in the discovery, development and safe manufacture of new drug therapies. When you join our family, you will have a significant impact on the health and well-being of people across the globe. Whether your background is in life sciences, finance, IT, sales or another area, your skills will...

  • Animal Care Associate

    4 weeks ago

    Wilmington, Delaware, United States Charles River Laboratories, Inc. Full time

    For 75 years, Charles River employees have worked together to assist in the discovery, development and safe manufacture of new drug therapies. When you join our family, you will have a significant impact on the health and well-being of people across the globe. Whether your background is in life sciences, finance, IT, sales or another area, your skills will...

  • Animal Care Associate

    1 month ago

    Wilmington, Delaware, United States Charles River Laboratories, Inc. Full time

    For 75 years, Charles River employees have worked together to assist in the discovery, development and safe manufacture of new drug therapies. When you join our family, you will have a significant impact on the health and well-being of people across the globe. Whether your background is in life sciences, finance, IT, sales or another area, your skills will...

  • Animal Care Associate

    1 month ago

    Wilmington, Delaware, United States Charles River Laboratories, Inc. Full time

    For 75 years, Charles River employees have worked together to assist in the discovery, development and safe manufacture of new drug therapies. When you join our family, you will have a significant impact on the health and well-being of people across the globe. Whether your background is in life sciences, finance, IT, sales or another area, your skills will...

  • Animal Care Associate

    4 weeks ago

    Wilmington, Delaware, United States Charles River Laboratories, Inc. Full time

    For 75 years, Charles River employees have worked together to assist in the discovery, development and safe manufacture of new drug therapies. When you join our family, you will have a significant impact on the health and well-being of people across the globe. Whether your background is in life sciences, finance, IT, sales or another area, your skills will...

  • Animal Care Associate

    4 weeks ago

    Wilmington, Delaware, United States Charles River Laboratories, Inc. Full time

    For 75 years, Charles River employees have worked together to assist in the discovery, development and safe manufacture of new drug therapies. When you join our family, you will have a significant impact on the health and well-being of people across the globe. Whether your background is in life sciences, finance, IT, sales or another area, your skills will...

  • Associate Customer Service Representative

    1 day ago

    Wilmington, Delaware, United States CSC Full time

    Customer Service Representative (Onboarding Team)Wilmington, DE (Onsite)Monday - Friday, 9am- 6pmThis role will be focused on and responsible for onboardings for multiple corporate services, including, but not limited to; company registration, registered agent, annual report, and dissolution. You will also be responsible for retrieving information from...

  • Warehouse Associate

    2 weeks ago

    Wilmington, Delaware, United States Home Depot Full time

    Home Depot JobID: C8A04FD08FCB40F3994139ADD34B3992 [Material Handler / Freight Handler] As a Warehouse Associate at Home Depot, you'll: Load and unload merchandise from trucks and move material within the warehouse; Carry or lift, as well as operate forklifts or other material handling equipment, in an organized and safe process; Assist in managing timely...