Position Title : Multi-Family Office Operations Associate
Overview :
Join our highly regarded Client Service and Operations team as an Investment Operations Associate , an exceptional opportunity for an experienced professional to thrive in a dynamic, client-focused environment. This role is ideal for someone with a passion for operational excellence and a commitment to enhancing client experiences.
Key Responsibilities :
Document Management :
- Oversee all aspects of client paperwork, including account openings, updates, and ongoing maintenance. Ensure accurate creation, organization, archiving, and periodic review of critical documents.
Process Efficiency :
Manage document requests from intake to completion, including editing, coordination, review, and timely release, ensuring precision at every step.Collaborative Support :
Partner closely with the client service team to optimize paperwork processes and provide crucial operational assistance.Cash Operations :
Handle cash management tasks, such as wire and ACH transfers, with attention to detail and a commitment to accuracy.Client Engagement :
Assist clients with private investment subscription documents and act as a liaison with custodians to address operational matters effectively.Client Communication :
Communicate with clients on account setups and operational concerns via email, text, and video conferencing to ensure seamless interactions.Operational Excellence :
Contribute to the development, refinement, and documentation of operational processes while ensuring compliance with legal and regulatory standards, with a focus on confidentiality and data protection.Administrative Support :
Perform additional administrative tasks as assigned to support the efficiency and effectiveness of the department.Ideal Candidate Profile :
We’re looking for a forward-thinking professional who blends industry expertise with innovative problem-solving. The ideal candidate thrives in a collaborative, client-centered culture and embraces opportunities to enhance operational processes. Flexibility and adaptability are essential as the role evolves alongside our operational model.
Desired Skills & Experience :
Experienced Professional :
Minimum of three years' experience managing financial paperwork, including account openings, subscription documents, and regulatory filings. Preference for candidates familiar with investment advisory client operations.Operational Acumen :
Exceptional attention to detail, strong organizational skills, and the ability to manage complex operational tasks efficiently with minimal oversight.Industry Knowledge :
Solid understanding of investment products, services, and operational workflows to provide informed and effective client support.Communication Skills :
Superior verbal, written, and listening skills. Strong interpersonal abilities to foster collaboration within teams and build trust with clients.Strategic Thinking :
Demonstrated ability to balance tactical execution with strategic planning, contributing to continuous improvement and long-term departmental goals.Technology Proficiency :
Comfort with leveraging technology and software tools to streamline processes and enhance efficiency.Adaptability :
Ability to thrive in a fast-paced, evolving environment, maintaining flexibility as responsibilities shift with business needs.Licenses (Preferred) :
Series 65 or an equivalent certification is preferred but not required.This role is ideal for a proactive, solution-oriented individual who values innovation and collaboration in delivering unparalleled client experiences.
