Job Description & How to Apply Below
Empower families' financial futures as a Family Office Associate at Prime Quadrant. This position focuses on client service and accurate reporting in a dynamic environment.
In this role, you will support families with their comprehensive financial needs and work closely with internal consulting teams. We seek a detail-oriented individual with excellent communication skills and a strong client-service orientation to thrive in fast-paced situations.
Key Responsibilities:
• Support consulting teams in managing client relationships
• Reconcile and prepare client financial reports
• Liaise with clients and service providers as needed
• Prepare tax documents for financial statements
• Develop processes to improve efficiency over time
Requirements:
• Degree in finance, economics, or business field
• Background in financial services or relevant internship
• Competency in using Microsoft Office and digital tools
• Bilingualism is a plus
• Strong organizational and multi-tasking abilities
Contribute to Prime Quadrant's mission by combining your expertise in finance with a passion for helping clients.
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Position Requirements
10+ Years
work experience
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