Family Office Associate

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One of the nation's premier and entrepreneurial Multi‑Family Office and Private Wealth Management firms, Keel Point, seeks an individual to join our Family Office team as an Associate in our Vienna, Virginia, office.

The Family Office Associate is a key member of Keel Point’s Family Office Team. This individual acts as the project manager coordinating with the technical and investment teams to ensure effective, excellent client service. Services include wealth design, tax planning and services, philanthropic services, trusts and entity management, cash and lifestyle management, insurance services, family coaching, and next generation mentoring.

Specific responsibilities include:

• Develop relationships with new and existing client families;
• Handle client calls, inquiries, requests;
• Work with the client's wealth advisor in defining goals and objectives for client projects;
• Enlist the participation from the appropriate Keel Point team member on specific topic calls with the client;
• Gather requested client data needed by other Keel Point specialized teams;
• Record notes from calls, assign tasks, update, and maintain the client information in client tracking system;
• Serve as the project manager on all client projects whether initiated by the team or requested by the client families;
• Communicate back to the client on status of projects;
• Request the assistance of the wealth advisor if having difficulty with a project getting done satisfactorily;
• Regularly meet with the wealth advisor on the progress of projects and services;

The ideal candidate will have excellent relationship skills and dedication to delivering first‑rate client service in a timely fashion. Candidate must be able to multitask and manage the timeline of several projects. A college degree is a prerequisite. Several years of experience in the financial or related field with client contact would be a plus. The ideal candidate will be a CFP® certificant or in process of attaining CFP® certification.

This position is a full‑time and in‑office.

This is a unique opportunity with a dynamic advisory company. We offer competitive compensation and vacation, medical, vision, and dental insurance, employer contribution to 401(k), and a friendly working environment. Salary is negotiable based on experience.

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