Family Office Analyst: Wealth Management & Client Advisory
Job in
Pittsburgh, Allegheny County, Pennsylvania, 15289, USA
Listed on 2026-07-04
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Services, Banking & Finance
Job Description & How to Apply Below
Dormont Manufacturing Co is seeking a Family Office Analyst in Philadelphia. In this role, you will support the Relationship Manager by managing client communications, investment portfolios, and day-to-day activities. Ideal candidates have a Bachelor's degree and 3 years of experience in wealth management.
Responsibilities include coordinating client meeting materials, ensuring compliance at the account level, and participating in client meetings. This position offers an opportunity to work within a dynamic team environment.
Dormont values diverse experiences and encourages applicants from all backgrounds to apply.
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