Family Office Professional

6 days ago


Denver, Colorado, United States Jobot Full time
About the Role

We are seeking a highly skilled Family Office Professional to join our dynamic team. In this role, you will be responsible for managing complex family office problems with utmost confidentiality.

Key Responsibilities
  • Participate in brainstorming sessions to develop innovative client strategies.
  • Manage the execution of tax, estate, investment, and entity strategies.
  • Support Accounting Analysts in client bill payment requests.
  • Facilitate client meeting preparation and follow-up.
  • Perform cash flow and financial planning analyses.
Requirements
  • Relevant experience in finance or adjacent industries preferred.
  • Degree from a top-tier university.
  • High attention to detail and organizational acumen.
  • Polished presence and ability to communicate clearly.
  • Ability to manage a significant workload.
About Us

We value your story and work diligently to build and maintain the appropriate structures, tools, and support for every client's uniquely evolving financial universe.

Salary and Benefits

This is a salaried position with an estimated annual salary range of $75,000 - $120,000. We offer a comprehensive benefits package and a dynamic work environment.



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