Wealth Management Associate

3 days ago

Newport Beach, California, United States Tarbox Family Office, Inc. Full time

About Tarbox Family Office, Inc.

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We are a boutique, independent Registered Investment Advisor (RIA) providing comprehensive wealth management services to ultra-high-net-worth families and trustee services to select clients. Our team delivers personalized solutions in financial planning, investment management, and family office services to help clients navigate the complexities of wealth.

Position Overview

We are seeking a Senior Coordinator – Family Office Services to work directly with the CEO and other firm principals to support our clients in managing their financial affairs. This role requires experience working with affluent families, either as a CPA, family office professional, or in a similar capacity, and a familiarity with trust administration, financial oversight, and high-level administrative functions.

The ideal candidate will be responsible for supporting trustee work, supervising property accounting and bill pay, and assisting with various family office responsibilities, ensuring that our clients' financial and administrative needs are met with the highest level of professionalism and efficiency.

Key Responsibilities:
  • Trust & Estate Administration Support: Assist in coordinating trustee responsibilities, maintaining records, and liaising with attorneys, CPAs, and other advisors.
  • Financial Oversight & Reporting: Supervise and review financial reports, ensuring accuracy in accounting for family entities, trusts, and personal finances.
  • Rental Property Accounting & Bill Pay: Perform rental property accounting and bill pay function, ensuring timely and accurate execution of financial obligations.
  • Client Coordination & Relationship Management: Act as a key point of contact for high-net-worth families, handling financial and administrative matters with discretion.
  • Record Keeping & Compliance: Maintain organized documentation related to trusts, family office structures, and regulatory compliance requirements.
  • Process Improvement & Technology Integration: Identify opportunities to streamline family office services and implement technology solutions where applicable.

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