Family Office Services Coordinator

3 days ago


Denver, Colorado, United States SEI Investments Full time

SEI Investments is seeking a skilled Family Office Services Coordinator to join our Family Office Services team. As a coordinator, you will play a critical role in ensuring client retention through consolidated reporting and reconciliation of transactions against custodial statements of record for accounts containing financial securities.

About the Role:
  • This position requires strong written and verbal communication skills.
  • As a Family Office Services Coordinator, you will work closely with the Implementation and Global Access teams to understand the client's portfolio and fund structure.
Responsibilities:
  • Communicate with appropriate internal teams or client teams to resolve open issues and questions.
  • Reach out to internal technology support and vendor support, when needed, to resolve any production issues, or system support queries.
Requirements:
  • BA/BS in Accounting, Finance, Economics, Mathematics, or equivalent work experience.
  • A strong understanding of accounting principles and investment terminology.
Salary and Benefits:
  • The base salary for this role is expected to range from $49,250-$55,000 per year.
  • Eligible for overtime pay for hours worked above 40/week; pre-approval from manager required for overtime.


  • Denver, Colorado, United States Rocky Mountain Human Services Full time

    Job OpportunityWe are seeking a highly skilled Bilingual EI Service Coordinator II to join our team at Rocky Mountain Human Services. This is an excellent opportunity for a motivated professional to make a meaningful impact in the lives of children and families.About the PositionThe successful candidate will be responsible for planning, coordination, and...


  • Denver, Colorado, United States Pacific Office Automation Full time

    About the JobWe are seeking a highly organized and detail-oriented Front Desk Receptionist to join our team at Pacific Office Automation in Centennial, CO. The ideal candidate will have excellent communication skills, be able to multitask with ease, and provide top-notch customer service.Key ResponsibilitiesProvide exceptional customer service to internal...


  • Denver, Colorado, United States MSCCN Full time

    **Job Description:**This Office Services Coordinator role is responsible for coordinating administrative tasks, including mailroom operations, event management, and facilities maintenance. The ideal candidate will have excellent communication and organizational skills, with the ability to work effectively in a fast-paced environment.**Key...


  • Denver, Colorado, United States IWP Family Office Full time

    About Us: IWP Family Office was founded in 2005 to provide comprehensive family office services to high net worth individuals. Our goal is to create and manage complex family offices, utilizing our knowledge and expertise to navigate the intricacies of wealth management.\


  • Denver, Colorado, United States IWP Family Office Full time

    Job SummaryWe are seeking a highly skilled Wealth Management Team Lead to join our team at IWP Family Office. The successful candidate will be responsible for coaching, facilitating, and managing a breadth of financial and non-financial activities associated with our high net worth clients.Duties and ResponsibilitiesParticipate in brainstorming sessions on...


  • Denver, Colorado, United States Jobot Full time

    Job Summary:">Fulfill a vital role in managing the complexities of family offices, providing expert support to clients and driving their financial success.">">About Us:">We are a dynamic organization dedicated to delivering exceptional services to families across the country. With over a decade of experience, we possess the knowledge and expertise to create...


  • Denver, Colorado, United States Jobot Full time

    OverviewOur esteemed family office accounting firm is dedicated to providing comprehensive financial management services for high net worth individuals and families.Salary$70,000 - $110,000 per year.Job DescriptionWe are seeking an exceptional Expert Bookkeeper with specialized experience in family office accounting or public accounting to join our dynamic...

  • Office Coordinator

    3 days ago


    Denver, Colorado, United States BeloForm Craft Full time

    BeloForm Craft is looking for a highly organized and detail-oriented Office Coordinator to join our team. As a key member of our staff, you will provide administrative support to ensure the efficient operation of our office. Your primary responsibilities will include managing schedules, handling correspondence, coordinating meetings, and performing various...

  • Office Coordinator

    4 days ago


    Denver, Colorado, United States This Is Voice Full time

    This Is Voice is seeking a highly skilled and professional Office Coordinator to serve as the first point of contact for our clients and visitors. With a strong focus on creating a welcoming environment, this role plays a key part in managing front desk operations and providing administrative support to the team.The ideal candidate will have excellent...


  • Denver, Colorado, United States Riviera Family Dentistry Pllc Full time

    Job OverviewRiviera Family Dentistry Pllc is seeking a highly motivated and customer-focused Bilingual Patient Care Representative to join our team. As a key member of our front office staff, you will be responsible for providing exceptional patient care and administrative support.


  • Denver, Colorado, United States Jobot Full time

    We are seeking a highly organized and detail-oriented professional to join our team as an Office Operations Coordinator. In this role, you will be responsible for managing various office functions across multiple floors, including kitchen inventory, office maintenance, conference room coordination, vendor relations, and general support for building...


  • Denver, Colorado, United States FedEx Office Full time

    Job DescriptionThe Store Consultant is a key member of the FedEx Office team, responsible for delivering exceptional customer experiences. This role requires a strong consultative approach to understand each customer's individualized needs and provide tailored solutions.ResponsibilitiesTake orders, coordinate activities, and provide pricing and product...


  • Denver, Colorado, United States Riviera Family Dentistry Full time

    **Job Overview**Riviera Family Dentistry, a leading dental practice in the Lakewood area, is seeking an exceptional Dental Office Manager to oversee daily operations and drive success.The ideal candidate will possess strong leadership skills, multilingual abilities, and experience in healthcare administration. As a key member of our team, you will be...


  • Denver, Colorado, United States Mark Young Construction Full time

    Job Overview: Mark Young Construction is seeking an experienced Construction Office Coordinator to join our team. As a key member of our office staff, you will be responsible for supporting our office operations, including handling incoming phone calls, scheduling work and resources, and maintaining accurate records. You will also assist with invoices,...


  • Denver, Colorado, United States Colorado Retina Associates Full time

    Job Description: Front Desk Coordinator**Job Duties and Responsibilities**We are seeking a dedicated and customer-focused Front Desk Coordinator to join our team at Colorado Retina Associates. The successful candidate will have a strong background in customer service, excellent communication skills, and the ability to work effectively in a fast-paced...


  • Denver, Colorado, United States Omni Inclusive Full time

    Job Description: We are seeking an Office Coordinator Lead to oversee the daily operations of our office. The successful candidate will be responsible for supervising administrative staff, managing supplies, and ensuring seamless day-to-day operations.About Omni Inclusive: As a leading organization in the industry, we are dedicated to delivering exceptional...


  • Denver, Colorado, United States GIRRAPHIC Full time

    Unlock a Challenging Opportunity with GirraphicGirraphic is an innovative broadcast design agency, committed to delivering cutting-edge solutions for our clients. Our Sydney-based team has expanded globally, with eight offices worldwide. We prioritize the power of ideas and technical innovation to bring them to life.We're seeking an experienced Office...


  • Denver, Colorado, United States American Garage Door Systems Inc. Full time

    About American Garage DoorsAmerican Garage Doors is a local business with over 20 years of experience in the garage door industry.We are committed to providing excellent customer service and quality products to our clients.This position is responsible for overseeing the administrative and accounting activities of our organization.Responsibilities:Manage...


  • Denver, Colorado, United States AtWork - Denver Metro South East Full time

    **Job Title:** Executive Office CoordinatorWe are seeking a skilled and experienced Executive Office Coordinator to join our team at At Work - Denver Metro South East. This role requires a high level of organizational and communication skills to provide exceptional support to our executive team.**Key Responsibilities:**Manage the executive's calendar,...


  • Denver, Colorado, United States BCT Partners, LLC Full time

    Company Overview: BCT Partners, LLC is a management consulting firm that tackles complex social problems through data analytics, equity-centered solutions, and program management.Job DescriptionThis hybrid role requires commuting to the Denver, CO Regional Office multiple days per week. The Training and Technical Assistance (TTA) Coordinator will work...