What are the responsibilities and job description for the Wealth Planning Analyst - UHNW Family Office position at RecruitHook?
A fast-growing multi-family office advising high-net-worth individuals located in New York City is seeking a highly motivated Wealth Planning Analyst with at least 1 year of experience in Financial Planning.
*** If you live outside of NYC the role is REMOTE ***
Responsibilities:
The ideal candidate will exceed client expectations by providing exceptional service and fostering strong relationships.
- Preparing Excel-based financial exhibits,
- Assisting with client meeting materials, and ensuring follow-through on action items.
- Track tax documents
- Manage private investment reports, and monitor portfolio performance.
- Collaborating with clients' external advisors and coordinating account management with internal teams.
- Support the implementation of new processes and technology solutions
Qualifications Include:
- Bachelors degree in Finance or related field
- Series 65 is a plus
- Strong computer and word processing skills, including Microsoft Word, Excel, and PowerPoint
- Excellent oral and written communication skills
