Business Operations Associate

2 weeks ago


Newtown Square, United States Compass Business Solutions, Inc. Full time
Job DescriptionJob Description

We are conducting a confidential search for a Business Operations Associate position in a private family office. This position will report to the Director of the family office, and will be part of a collaborative team environment that delivers financial support to this family. The primary purpose of the office is to help orchestrate multiple branches of the family’s capital in a multifaceted approach. As a family office, all of the staff work very closely together in a collegial work environment and have regular direct contact with family members. This is an onsite position in the office in Newtown Square, PA. 

Job description:

  • Data entry and analysis of monthly investment activities
  • Provide support in various family services such as organization of bank, brokerage, and tax communications
  • Assist in basic bookkeeping functions including bill payments and general ledger maintenance
  • Analysis and review of outside investment management fees
  • Provide various administrative functions such as answering calls, scanning documents, and mailing services
  • Prepare tracking of various projects

 Qualifications:

  • Degree in a relevant field
  • 3+ years experience in financial services or similar
  • Ability to organize and complete multiple tasks within deadlines with accuracy
  • Experience with detail Excel spreadsheet analysis

Benefits:

  • We offer a competitive salary commensurate with experience and generous benefits package including health insurance, very generous 401(k) match
  • Medical (100% employer-paid), dental, vision, life insurance plans offered
  • Generous paid time off (PTO) days, and paid holidays

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