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Client Associate
2 months ago
Client Associate - Family Office Division A prestigious investment firm is seeking to add to their Family Office Division in the Princeton NJ area. This is a great opportunity for career growth and development as the firms continues to see vast growth The Associate will work with the firms UHNW clients by maintaining relationships with the family members, accountants and attorney's to organize their financial affairs and carry out financial activities on their behal f.Day to day financial management including bill paying, fulfillment of capital calls, wire transfers, liquidity monitoring, cash flow reports, customize financial reports, charitable donations, administration of Private Foundations activiti es5+ years if experience working with HNW clients, attention to detail, strong excel, and QuickBook s.experience with Trust s/Strong compensation package, full suite of benefit s.
