Client Onboarding Associate

3 weeks ago

Boston, United States MaestroFS Full time

**Company Overview**:
Trove is an administrative financial services company that understands the complex needs of high-net-worth individuals, families and/or their organizations. Trove delivers an array of bespoke, day-to-day, financial solutions to the families and engagements it serves. We have 5 office locations; Boston, MA, New York City, NY, Bryn Mawr, PA, Salt Lake City, UT, & Stamford, CT. Through continued growth we have become the leading independent multi-family office in North America

**Responsibilities**:

- Act as a client support project associate, handling tasks such as onboarding data, reconciling transactions, and assisting the onboarding team's requirements.
- Serve as the key contact for onboarding tasks from an operational perspective, both internally and externally, ensuring the execution and adherence to onboarding timelines.
- Assist Onboarding Managers in onboarding client relationships or manage the onboarding process for new relationships.
- Troubleshoot operational challenges, investigate root causes, and implement solutions to prevent reoccurrence.
- Take ownership of the setup of the asset tracking process, including real property, collectibles, investments, and other assets, with the preparation of relevant journal entries.
- Demonstrate a proactive approach to information absorption, seamlessly integrating acquired knowledge into our existing systems.
- Identify gaps and actively extrapolate missing details to ensure a comprehensive and integrated understanding, contributing to a cohesive and thorough organizational framework.
- Respond to internal and external ad-hoc requests promptly.
- Demonstrate outstanding attention to detail, efficiently perform and prioritize multiple tasks simultaneously, and consistently meet or exceed deadlines.
- Utilize efficient documentation tools and platforms to meticulously capture and refine internal procedures, incorporating feedback loops and continuous improvement strategies to enhance operational efficiency and maintain alignment with organizational objectives.

**Skills and Qualifications**:

- Minimum of an associate degree in accounting or related area
- Bachelor’s degree in accounting or related area preferred.
- 1-3 years prior accounting and or onboarding experience. client service-orientated experience preferred.
- Proactive problem-solving ability with a focus on foreseeing and resolving issues in a timely manner, continuously seeking ways to enhance task efficiency while keeping sight of the bigger picture in an entrepreneurial environment.
- Commitment to accuracy and efficiency, with a collaborative mindset to strengthen the team through shared learning.
- Skillful in posing insightful questions to stimulate dialogue and challenge existing concepts.
- Demonstrates a detective mindset coupled with a thorough understanding of accounting principles, showcasing proficiency in effectively interpreting financial statements.
- Extensive experience in reconciliations with the ability to rectify discrepancies.
- Basic understanding of asset classes for brokerage accounts, alternative investments (private equity, hedge funds, etc.)
- Familiar with basic estate documents: wills, POA's, trusts, living will, etc.
- Strong proficiency in Microsoft Office Suite, especially Excel, SharePoint, OneNote, and Teams.
- Experience working in and/or knowledge of family offices and high net worth individuals a plus
- Strong working knowledge of Kantata preferred.

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