Family Office Associate

5 days ago

Atlanta, United States Capital Investment Advisors Full time
Job DescriptionJob Description

At Capital Investment Advisors (CIA), we strive to help clients reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. and $5b in Assets Under Management. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client’s individual circumstances and objectives.  

Capital Family Office, a division of CIA, supports the investment objectives and client service needs of ultra-high-net-worth individuals and families. Our goal is to simplify their complex wealth management needs by designing modern, personalized portfolios that integrate diversified private-led investments and unify the governance of their assets. 

Family Office Associate 

The Family Office Associate is a vital client-facing role within Capital Family Office (CFO). The Family Office Associate will support (and often spearhead) the investment objectives and service needs of CFO's high net worth client base. They will work in partnership with the Family Office Advisor to provide high-touch investment advisory services to our clients through investment plan development, scenario-based financial analyses, preparation of client materials, and direct client and prospect meetings. The ideal person in this role is entrepreneurial, analytically-minded, organized, has a genuine interest in portfolio theory and investing, but above all else is uncompromising on providing industry-leading service to clients. 

Core Responsibilities:

  • Support the management of client relationships by setting the pace for all communications and interactions 
  • Create high quality investment plans and presentations to support the Advisor’s recommendations  
  • Manage the business development pipeline and execute thoughtful prospect follow up communication plans 
  • Become the go-to expert user in all CFO systems including Black Diamond, eMoney, Schwab and Fidelity, and Salesforce 
  • Collaborate with our private investment solutions partner to deliver integrated alternative investment opportunities to clients 
  • Contribute to the overall growth of the organization by enhancing existing processes, ensuring key initiatives are advancing, and holding all Team Members accountable to our agreed-upon service standards 

Skills & Qualifications: 

  • 2+ years of experience in Finance, preferably Investment Banking 
  • Bachelor’s degree from an accredited university 
  • Strong wealth management acumen including knowledge around portfolio construction, goals-based financial planning, risk management, estate, etc. 
  • Can confidently manage the dynamic profiles of CFO client families and seamlessly adapt to unique and evolving client situations 
  • Experience working in eMoney, preferred 
  • Skilled at simplifying complex concepts  
  • Operates with a high degree of excellence across all tasks 
  • Takes initiative and anticipates client needs 
  • Excellent communication, presentation, and interpersonal skills 
  • Exhibits the Capital Investment Advisors five Core Values in everything they do 

Capital Investment Advisors would like to thank all applicants, however only those who qualify for an interview will be contacted.  Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally recognized protected basis under federal, state, or local law.   

Powered by JazzHR

hJsGTuhBzt

  • Office Administrator

    3 weeks ago

    Atlanta, United States Brookhaven Family Dentistry Full time

    Brookhaven Family Dentistry Brookhaven Family Dentistry Brookhaven, GA Brookhaven, GA Full-time Full-time From $18 an hour From $18 an hour We are looking for a dynamic individual to join our front office staff.Must have experience working in a dental or medical environment.You will be one of the first people that a patient speaks to and play an important...

  • Family Office Associate

    4 days ago

    Atlanta, Georgia, United States Capital Investment Advisors Full time

    Job DescriptionCapital Investment Advisors is a fee-only financial advisory and portfolio management firm that helps clients reach their goals by focusing on income investing.Job SummaryWe are seeking a highly motivated and detail-oriented Family Office Associate to join our team. The successful candidate will support the management of client relationships,...

  • Lead Family Law Associate Attorney

    2 weeks ago

    Atlanta, Georgia, United States Atlanta Family Law Group LLC Full time

    Lead Associate Attorney - Family LawAbout Us: At Atlanta Family Law Group LLC, we are dedicated to providing expert legal services in divorce and family law matters. Our firm is committed to delivering personalized solutions for clients throughout the Atlanta Metro area, employing various strategies for divorce proceedings, including litigation, mediation,...

  • Lead Family Law Associate Attorney

    2 weeks ago

    Atlanta, Georgia, United States Atlanta Family Law Group LLC Full time

    Lead Associate Attorney - Family LawAbout Us: At Atlanta Family Law Group LLC, we are dedicated to providing expert legal services in divorce and family law matters. Our firm is committed to serving clients throughout the Atlanta Metro area, employing a variety of strategies in divorce cases, including litigation, mediation, and uncontested processes, all...

  • Office Associate

    2 weeks ago

    Atlanta, United States MyGuys&Gals Full time

    Company Description Youth Character Development. Role Description This is a full-time role as an Office Associate at our Atlanta, GA location. As an Office Associate, you will be responsible for managing office activities, handling administrative tasks, coordinating meetings, and assisting with day-to-day operations. Qualifications Excellent organizational...

  • Office Associate

    1 week ago

    Atlanta, United States MyGuys&Gals Full time

    Company Description Youth Character Development. Role Description This is a full-time role as an Office Associate at our Atlanta, GA location. As an Office Associate, you will be responsible for managing office activities, handling administrative tasks, coordinating meetings, and assisting with day-to-day operations. Qualifications Excellent organizational...

  • Safety Officer

    2 weeks ago

    Atlanta, Georgia, United States Atlanta Family & Immigration Law Firm Full time

    Atlanta Family & Immigration Law Firm is seeking skilled Safety Officers to oversee the safety of our premises and assist staff and clients as they navigate our facilities. This position includes opportunities for performance-based bonuses. Key Responsibilities Safety Officers play a crucial role in safeguarding the well-being of our employees and clients....

  • Front Office Receptionist

    3 weeks ago

    Atlanta, United States Sandtown Family Dentistry Full time

    Sandtown Family Dentistry Sandtown Family Dentistry Atlanta, GA Atlanta, GA Full-time Full-time $22 - $25 an hour $22 - $25 an hour We are seeking a full-time Office Receptionist for our practice.We are a private practice located in South Fulton, GA.We are open Monday- Thursday from 8am- 5pm.An ideal candidate should be someone who is professional, friendly,...

  • Family Law Associate Attorney

    2 weeks ago

    Atlanta, Georgia, United States 3TG Staffing Solutions Full time

    Job OverviewSalary: $130,000About Us:3TG Staffing Solutions is a proudly women-owned organization dedicated to fostering a supportive and diverse workplace. Our team thrives on collaboration and effective communication, striving to provide exceptional staffing solutions for our clients.Our Mission:We specialize in assisting talented professionals in their...

  • Senior Program Officer, Founder Initiatives

    2 months ago

    Atlanta, United States ARTHUR M BLANK FAMILY FOUNDATION Full time

    About The Arthur M. Blank Family Foundation: A renowned entrepreneur and co-founder of The Home Depot, Arthur M. Blank is now recognized for his values-based Blank Family of Businesses (BFOB) and as one of America's leading philanthropists through the Arthur M. Blank Family Foundation. All his industry-leading businesses, including the foundation, operate on...

  • Medical Office Receptionist

    4 days ago

    Atlanta, Georgia, United States Jewish Family & Career Service Full time

    About the RoleWe are seeking a highly skilled and compassionate Clinical Receptionist to join our team at Jewish Family & Career Services. As a key member of our front desk team, you will be responsible for providing exceptional patient care and administrative support to our clients and staff.Key ResponsibilitiesManage the front desk area, ensuring a...

  • Security Associate

    1 week ago

    Atlanta, Georgia, United States Blank Family of Businesses Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Security Associate to join our team at Blank Family of Businesses. As a Security Associate, you will play a vital role in supporting the daily operations of our corporate components, reporting directly to the Security Manager.Key ResponsibilitiesSecurity Operations: Follow established security...

  • Family Law Associate Attorney

    1 week ago

    Atlanta, Georgia, United States ImpactSearch Partners Full time

    Job OverviewWe are seeking a dedicated Associate Attorney with a focus on family law to join our esteemed firm, ImpactSearch Partners. The ideal candidate will possess a strong background in family law and demonstrate exceptional legal skills.Key ResponsibilitiesMaintain effective communication with clients throughout their legal journey.Conduct thorough...

  • Family Law Associate Attorney

    1 week ago

    Atlanta, Georgia, United States ImpactSearch Partners Full time

    Job OverviewWe are seeking a dedicated Associate Attorney with a focus on family law to join our esteemed firm, ImpactSearch Partners. The ideal candidate will possess a robust understanding of family law and demonstrate a commitment to client advocacy.Key ResponsibilitiesMaintain effective communication with clients throughout their legal matters.Conduct...

  • Retail Team Lead

    4 days ago

    Atlanta, Georgia, United States Office Depot Full time

    About the RoleWe are seeking a highly motivated and experienced Retail Team Lead to join our team at Office Depot. As a key member of our sales team, you will be responsible for providing exceptional customer service, driving sales growth, and leading a team of sales associates.Key ResponsibilitiesCustomer Service: Provide top-notch customer service to our...

  • Associate Lawyer

    2 months ago

    Atlanta, Georgia, United States Jaffe Family Law LLC Full time

    5.0 Atlanta, GA Atlanta, GA Full-time Full-time From $85,000 a year From $85,000 a year 8 days ago 8 days ago 8 days ago 24 year old statewide divorce custody family law firm in ATL seeks associate for awesome experience.Join our litigation team and get more court experience than anywhere in Georgia.Salary moves up fast as you master our system.85k plus to...

  • Family Law Associate Attorney

    1 week ago

    Atlanta, Georgia, United States 3TG Staffing Solutions Full time

    Job OverviewSalary: CompetitiveAbout 3TG Staffing Solutions:We are a fully women-owned organization dedicated to fostering a supportive, diverse, and collaborative team environment. Our mission is to connect skilled professionals with leading companies, ensuring effective staffing solutions tailored to client needs.What We Do:Our focus is on helping talented...

  • Office Services Associate Floater

    2 months ago

    Atlanta, United States The Millennium Group Full time

    Job DescriptionJob DescriptionNow is a great time to join our growing company! The Millennium Group (TMG) is an award winning business process outsourcing firm focused on print, mail, document scanning, reception, and related office support services for Fortune 500 companies, professional service firms, and institutions of higher education. TMG is looking...

  • Office Services Associate Driver

    2 months ago

    Atlanta, United States The Millennium Group Full time

    Job DescriptionJob DescriptionNow is a great time to join our growing company! The Millennium Group (TMG) is an award winning business process outsourcing firm focused on print, mail, document scanning, reception, and related office support services for Fortune 500 companies, professional service firms, and institutions of higher education. TMG is looking...

  • Customer Service Associate

    1 week ago

    Atlanta, Georgia, United States Family Dollar Full time

    Family DollarKey ResponsibilitiesAs a valued member of our team, you will be responsible for delivering exceptional customer service, ensuring a positive shopping experience for our customers.Customer Service: Provide top-notch service to customers, answering questions and resolving issues in a professional and courteous manner.Cash Handling and Operations:...