Family Office Assistant

Overview

Location:

Newport Beach, CA

Job Type: Full-Time

Salary Range: $74,000 - $78,000.00/year

Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA. Canterbury provides consulting services to community foundations, educational endowments, religious organizations, arts and cultural foundations, health care organizations, and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s goals.

Canterbury is the investment office for its diverse clients and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients.

Named one of the Best Places to Work by two publications for five consecutive years: the Orange County Business Journal and Pensions and Investments Magazine .

Canterbury Consulting is deeply committed to cultivating a dynamic, collaborative environment. We are approximately 70 like-minded professionals passionate about helping our clients work towards their missions - from endowments and foundations to healthcare organizations and families. We believe each individual’s unique skills and experiences contribute to greater experiences for all. Through a culture of respect, accountability, and teamwork, we empower our people to have a real impact on their clients and the community.

Family Office Associate at Canterbury Consulting

A Family Office Associate provides comprehensive support across a variety of functions within the advisory firm. This role typically assists senior advisors and managers in day-to-day operations, account administration, and client communications. By serving as a link between clients and the firm, the Family Office Associate ensures that family needs are addressed promptly, maintains confidential records, and supports the smooth delivery of personalized, high-touch service characteristic of family office environments.

The Family Office Associate at Canterbury Consulting is a critical part of our clients’ success and is a challenging and rewarding role for the right individual.

• Administer the implementation of client portfolio rebalances for our family office clients.
• Be a primary point of contact for all client custodian relationships as well as with money managers.
• Preparation of manager documentation as required for rebalancing; including subscriptions, additions and redemptions.
• Preparation of custodial documentation as required for rebalancing; including new account applications, trading authorizations and wire transfers.
• Acts as a primary point of contact with all client custodians and money managers.
• Process daily operational workflow and ensure the quality, accuracy and integrity of the workflow process.
• Act as a liaison between custodians and our clients and interact frequently and professionally with other members of the Canterbury team.
• Serve as a key member of a dedicated team focused on providing exceptional service to family office clients.
• Demonstrate a passion for self-starting, proactively identifying and addressing client needs without the need for constant direction.
• Ask insightful and detailed questions to gain a deep understanding of each family’s unique planning requirements and goals.
• Perform other duties as assigned.

At Canterbury, we expect our Family Office Associate to learn at a fast pace in a demanding environment and demonstrate excellent problem solving and troubleshooting skills. From your first day on the job, you will be an integral part of the process in helping our clients achieve investment success.

• Experience:
  
  3+ years of client service or back-office support at a banking institution, money management, or RIA (Registered Investment Advisor) firm.
• Proven track record in high-pressure, dynamic environments.
• Education:
  
  Bachelor’s degree; preferably in Finance and Economics.
• Technical
  
  Skills:
  
  Proficiency in Microsoft Office Suite, SharePoint, and project management tools. Familiarity…