Family Office Associate

Description We are looking for a highly organized Family Office Associate to support a private office in River Forest, Illinois. This position blends executive coordination with financial recordkeeping, document management, and collaboration with external advisors. The ideal candidate brings sound judgment, strong attention to detail, and the professionalism needed to handle confidential information with care. This opportunity offers room to grow into broader financial and operational responsibilities over time.

Responsibilities:

- Oversee calendar planning, meeting logistics, and day-to-day scheduling to keep priorities organized and on track.

- Draft and format letters, reports, spreadsheets, and presentation materials that support office operations and leadership needs.

- Maintain secure electronic and paper record systems, ensuring important files are accurate, accessible, and properly protected.

- Coordinate communication and document flow with accountants, attorneys, investment professionals, and other outside partners.

- Assist with the preparation and organization of information used for personal financial statements and related reporting packages.

- Track assets, liabilities, and affiliated entities in structured schedules to support accurate financial documentation.

- Compile financial summaries, research findings, and supporting materials for internal review and decision-making.

- Organize records for trusts, limited liability companies, and other related entities while helping monitor planning and documentation activities.

- Contribute to special projects and help improve administrative and financial workflows as office needs evolve. Requirements

- At least 3 years of experience in administrative support, financial coordination, or a related office-based role.

- Demonstrated discretion, integrity, and professionalism when working with sensitive personal and financial information.

- Working knowledge of financial statements, reporting support, and basic accounting principles.

- Strong proficiency with Microsoft 365, including Outlook, Excel, and PowerPoint.

- Excellent organizational, analytical, and follow-through skills with a high level of accuracy.

- Ability to work on-site the majority of the week in River Forest, Illinois.

- Bachelor's degree in finance, accounting, business, or a related field is preferred; familiarity with trusts, estate planning, or private office environments is a plus.

Salary range: $75k-$85k plus bonus

Full benefits:
Medical, Dental, Vision, 401K plus match

Talent Match®

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