Family Office Client Service Professional

4 days ago

Minneapolis, Minnesota, United States Trust Point Inc. Full time
Job Title: Family Office Client Service Associate

We are seeking a highly skilled and experienced Family Office Client Service Associate to join our team at Trust Point Inc. in Minneapolis, MN.

About the Role:

The successful candidate will provide exceptional client service and support to our ultra-high net worth clients, utilizing their organizational skills, attention to detail, and financial acumen to assist in the production of financial related documents and client correspondence.

Key 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 professional communication skills and financial acumen 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 expert advice and guidance to clients.

Requirements:

  • 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 and professional phone/video communication skills.
  • Ability to work with highly confidential information.

Work Schedule:

This is a full-time hybrid position, working Monday-Friday, 8am-5pm.

Trust Point Inc. is proud to be an equal opportunity workplace, cultivating a culture of inclusion for all employees that respects their individual strengths, views, and experiences.

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