Client Service Specialist​/Executive Assistant

POSITION OVERVIEW

The Client Service Specialist / Executive Assistant is a key member of the family office team, responsible for supporting clients across a range of financial and personal services. This client-facing role involves direct interaction with family members and the wealth planning team, in addition to coordination with internal departments including accounts payable, tax, and investments.

Banking Administration

• Work closely with our clients, the wealth planning team, and accounts payable on all banking needs for the family
• Work directly with the banking point of contact to open and close accounts, administer credit cards, assist with card fraud, and process money transfers
• Coordinate and complete investment account opening and subscription documentation

Insurance Administration

• Work closely with wealth planning team on annual insurance renewals for property and casualty insurance
• Coordinate insurance bills for payment
• Work with family members and insurance brokers on insurance claims

Personal Services

• Coordinate renewal of driver’s licenses, travel visas, and passports
• Support family logistics, including transportation, and special events
• Help coordinate residential moves and set up of utilities
• Ad hoc projects for family members as requested
• Maintain family portal and CRM systems
• Ensure accurate record retention and provide backup support within the team

• Bachelor’s degree with at least three years of experience in financial client service, executive assistance, or office management
• Previous family office experience preferred
• Exceptional communication and client service skills
• Strong organizational abilities and attention to detail
• Professional demeanor, discretion, and adaptability
• Proficiency in Microsoft Office;
  Salesforce experience is a plus

The anticipated salary range is $75K-$90K; however final compensation will be based on the candidate’s qualifications, including education, relevant experience, and demonstrated skills. This position is also eligible for an annual incentive.

Our benefits package is designed to support your health, well-being, and financial security, helping you thrive both professionally and personally.

• Health and Wellness
  :
  Comprehensive medical, dental, and vision insurance plans, telehealth and mental health support services, and wellness incentives
• Financial Security
  : 401(k) plan with company match, employer provided life and disability insurance, health savings account with employer contribution, and flexible spending accounts for medical and dependent care expenses
• Work-Life Balance
  :
  Hybrid work environment with minimum of three in office days per week, and generous paid time off including vacation, sick, and holidays
• Professional Development
  :
  Opportunities for training, certifications, and continuing education