Family Office Assistant

Canterbury Consulting Incorporated; Tempe (AZ); Hybrid; USD 74,000 - 78,000; Full time

Benefits offered by this job

Medical, dental, life, and vision insurance

401(k) program with a company match

Profit-sharing plan

12 paid holidays and 17 days of paid time off

Job summary

Canterbury Consulting Incorporated is seeking a Family Office Associate to provide comprehensive support within their advisory firm. This role involves assisting senior advisors, managing client communications, and ensuring operational effectiveness.

The ideal candidate will have 3 years of relevant experience, a Bachelor's degree in Finance or Economics, and proficiency in essential software tools. The position offers a hybrid work schedule and includes competitive benefits such as medical insurance and a 401(k) program with a match.

Qualifications

• 3 years of client service or back-office support at a banking institution, money management, or RIA firm.
• Proven track record in high-pressure, dynamic environments.
• Excellent written and verbal communication abilities.

Responsibilities

• Administer the implementation of client portfolio rebalances.
• Be a primary point of contact for client custodian relationships.
• Process daily operational workflow and ensure quality of the workflow process.

Skills

Client service experience

Attention to detail

Problem-solving skills

Communication abilities

Education

Bachelor's degree in Finance or Economics

Tools

Microsoft Office Suite

SharePoint

Project management tools

Virtual collaboration platforms (Teams, Zoom)

Job description

Location: Newport Beach, CA | Job Type: Full‑Time | Salary Range: $74,000 - $78,000 per year.

Family Office Associate

Family Office Associate provides comprehensive support across a variety of functions within the advisory firm. This role typically assists senior advisors and managers in day‑to‑day operations, account administration, and client communications. By serving as a link between clients and the firm, the Family Office Associate ensures that family needs are addressed promptly, maintains confidential records, and supports the smooth delivery of personalized, high‑touch service characteristic of family office environments.

Responsibilities

• Administer the implementation of client portfolio rebalances for our family office clients.
• Be a primary point of contact for all client custodian relationships as well as with money managers.
• Prepare manager documentation as required for rebalancing; including subscriptions, additions and redemptions.
• Prepare custodial documentation as required for rebalancing; including new account applications, trading authorizations and wire transfers.
• Act as a liaison between custodians and our clients and interact frequently and professionally with other members of the Canterbury team.
• Process daily operational workflow and ensure the quality, accuracy and integrity of the workflow process.
• Serve as a key member of a dedicated team focused on providing exceptional service to family office clients.
• Demonstrate a passion for self‑starting, proactively identifying and addressing client needs without the need for constant direction.
• Ask insightful and detailed questions to gain a deep understanding of each family's unique planning requirements and goals.
• Perform other duties as assigned.

At Canterbury, we expect our Family Office Associate to learn at a fast pace in a demanding environment and demonstrate excellent problem‑solving and troubleshooting skills. From your first day on the job, you will be an integral part of the process in helping our clients achieve investment success.

Required Skills & Qualifications

• Experience: 3 years of client service or back‑office support at a banking institution, money management, or RIA firm. Proven track record in high‑pressure, dynamic environments.
• Education: Bachelor’s degree; preferably in Finance and Economics.
• Technical Skills: Proficiency in Microsoft Office Suite, SharePoint, and project management tools. Familiarity with virtual collaboration platforms (Teams, Zoom).
• Core Competencies: Extremely high‑level attention to detail and quality of work. Advanced organizational and time‑management skills. Excellent written and verbal communication abilities. High level of discretion and integrity. Proactive problem‑solving and decision‑making skills.

Preferred Attributes

• Strong interpersonal skills and emotional intelligence.
• Adaptability to shifting priorities and last‑minute changes.
• Strong work ethic, attention to detail, and ability to work both independently and as part of a collaborative team.

Benefits

• Medical, dental, life, disability, and vision insurance.
• 401(k) program with a company match.
• Profit‑sharing plan.
• 12 paid holidays and 17 days of paid time off in the first year of employment.
• Hybrid work schedule: Work‑from‑home Mondays & Fridays; in‑office Tuesdays to Thursdays.

Physical Requirements

• Musculoskeletal endurance: Ability to remain in a stationary position for extended periods.
• Manual dexterity: Frequently operates a computer and other office equipment.
• Visual acuity: Must be able to visually inspect documents and computer screens for accuracy.
• Mobility: Occasionally move objects up to 25 pounds.

Work Environment

The work is performed in a typical office environment with moderate noise levels and controlled temperatures. Collaboration and team orientation are emphasized, with regular staff meetings and events. Effective communication with team members and clients is essential.

Accommodation Statement

Canterbury Consulting is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application and hiring process. If you need assistance or an accommodation due to a disability, please contact Human Resources at [e-mail].