What are the responsibilities and job description for the Family Office Relationship Specialist/Project Manager position at Alpha Capital Family Office?
Alpha Capital Family Office is seeking a Family Office Specialist with exceptional task/project management skills to support a senior advisor team. Specialist will coordinate and manage multiple concurrent tasks and ensure quality execution of deliverables for both internal (advisors and teammates) and external client groups.
Must be proficient in: MS Office including: Excel, Outlook, Word and Powerpoint
Preferred experience with:
- Fidelity Institutional - WealthScape
- Wealthbox – CRM
- Addepar – Reporting
- Money Guide Pro – Retirement Planning
Demonstrated written and oral communication skills, along with the ability/desire to learn new systems are a must.
The ideal candidate should have experience in deriving project lists from client meetings, building out project plans, and collaborating with the rest of the team to ensure quality execution.
Job Type: Full-time
Pay: $40,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Paid time off
- Vision insurance
Compensation Package:
- Bonus opportunities
- Yearly bonus
Schedule:
- Monday to Friday
License/Certification:
- FINRA License (Preferred)
Ability to Commute:
- Englewood, CO 80111 (Required)
Work Location: In person
Salary : $40,000 - $75,000