Family Office Services Specialist

3 weeks ago


Princeton, United States OneDigital Investment Advisors LLC Full time

Our Newest Opportunity: 

Our Family Office Services division acts as a centralized coordinating resource for the firm’s wealthiest and most complex clients.This position is not a management/supervisory position. It will report to the Director of Family Office Services.

Essential Duties and Responsibilities (include but are not limited to):

Day-to-day financial management, including bill pay, bookkeeping, fulfillment of capital calls, wire transfers, and liquidity monitoring

Corresponding with vendors to obtain invoices

Corresponding with utility companies to setup services at homes

Setting up online accounts with vendors

Gather, organize, scan and distribute mail for each client

Coordinating the distribution of client tax reporting documents, including interfacing with accountants

Creating and updating financial calendars to ensure deadlines are met for the payment of income taxes, renewal of vehicle registrations, drivers’ licenses, 

passports, payment of property taxes, credit card bills, medical bills, utilities and more

Working with client’s insurance carriers regarding claims and minimizing premiums

Preparing monthly or quarterly net worth summaries, cash flow reports and custom financial reports in Excel and QuickBooks

Qualifications, Skills and Requirements:

Proficient in QuickBooks, MSOffice, Outlook, Bill.com, and Excel 

Must be well organized, attentive, have excellent attention to detail and complete tasks with a very high accuracy rate

Must have excellent communication skills 

Must have good problem-solving skills and work well on a team

Education, Training and Experience:

2+ year of experience in financial services 

College degree or equivalent in experience



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