Family Office Services Specialist

3 weeks ago


Princeton, United States OneDigital Full time

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other's truest selves.

We understand that pursuing a new job is a big deal. Maybe you're afraid you won't fit in. Well, here's the good news. For us, the days of "fit in to get in" are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity:

Our Family Office Services division acts as a centralized coordinating resource for the firm's wealthiest and most complex clients. This position is not a management/supervisory position. It will report to the Director of Family Office Services.

Essential Duties and Responsibilities (include but are not limited to):

  • Day-to-day financial management, including bill pay, bookkeeping, fulfillment of capital calls, wire transfers, and liquidity monitoring
  • Corresponding with vendors to obtain invoices
  • Corresponding with utility companies to setup services at homes
  • Setting up online accounts with vendors
  • Gather, organize, scan and distribute mail for each client
  • Coordinating the distribution of client tax reporting documents, including interfacing with accountants
  • Creating and updating financial calendars to ensure deadlines are met for the payment of income taxes, renewal of vehicle registrations, drivers' licenses,
  • passports, payment of property taxes, credit card bills, medical bills, utilities and more
  • Working with client's insurance carriers regarding claims and minimizing premiums
  • Preparing monthly or quarterly net worth summaries, cash flow reports and custom financial reports in Excel and QuickBooks


Qualifications, Skills and Requirements:
  • Proficient in QuickBooks, MSOffice, Outlook, Bill.com, and Excel
  • Must be well organized, attentive, have excellent attention to detail and complete tasks with a very high accuracy rate
  • Must have excellent communication skills
  • Must have good problem-solving skills and work well on a team


Education, Training and Experience:
  • 2+ year of experience in financial services
  • College degree or equivalent in experience


Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

Thank you for your interest in joining the OneDigital team

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