Family Office Client Service Associate
2 weeks ago
We are seeking a highly skilled and experienced Family Office Client Service Associate to join our team at Trust Point Inc. in Minneapolis, MN. As a key member of our Family Office department, you will provide exceptional support to our ultra-high net worth clients, utilizing your organizational skills, attention to detail, and financial acumen to deliver outstanding client service.
Responsibilities- Assist in the production of financial related documents, including monthly/quarterly reports, estimated tax payments, cash and income flow projections, financial plans, business financial statements, and estate tracking support.
- Utilize your professional communication skills and financial expertise to assist with client correspondence, presentations, meeting and educational materials.
- Collaborate with the Family Office team to provide exceptional client service and support.
- Develop and maintain relationships with clients, understanding their financial goals and objectives.
- Stay up-to-date with industry trends and developments, applying this knowledge to provide innovative solutions to clients.
- 2-year degree in Business, Accounting, Finance, or related field, required.
- 4-year degree in Business, Accounting, Finance, or related field, preferred.
- 3+ years of working knowledge in finance, tax, and estate planning, preferred.
- Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
- Ability to learn and utilize company-specific programs, including Addvantage, On-Base, Salesforce, T-Value, Money Guide Pro, or similar financial planning software.
- Excellent communication and organizational skills, with the ability to work with highly confidential information.
Trust Point Inc. is a leading provider of financial services to individuals, families, businesses, and charitable organizations. We are committed to delivering exceptional client service and support, and we are seeking a talented and experienced professional to join our team.
Work ScheduleThis is a full-time hybrid position, working Monday-Friday, 8am-5pm. We offer a complete line of benefits, including an on-site workout facility, a generous 401(k) and profit-sharing plan.
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