Family Office Associate

Landing Point; Boston (MA); On-site; USD 70,000 - 90,000; Full time

Job summary

Landing Point is seeking an Associate to support its family office team, handling accounting, reporting, daily operations, and client service within an institutional framework. The role emphasizes accuracy, responsiveness, and teamwork across departments.

You will reconcile accounts, prepare monthly portfolio reports, maintain data in the CRM, and manage high-volume client communications and money movements, contributing to core operations and growth.

Qualifications

• Proficiency in portfolio reporting systems and CRM software.
• Ability to prioritize a wide range of tasks.
• Flexibility to accommodate requests from various teams.

Responsibilities

• Reconcile client bank accounts, brokerage accounts, and other investment holdings
• Assist with client monthly portfolio reporting
• Update and maintain information in the reporting system and CRM
• Execute paperwork for account openings and ongoing account maintenance at multiple custodians
• Handle operational and administrative tasks related to client investments
• Accomplish a high volume of money movement related to client bill pay and investments
• Interface with clients, investors, fund managers, and service providers to assist with operational requests
• Manage a high volume of incoming firm communication and complete or delegate tasks in a timely manner
• Complete various ad-hoc projects as requested by clients or colleagues
• Generate ideas for workflow improvement and organization to sustain business growth

Skills

Prioritization

Flexibility

Communication

Education

Tools

Portfolio reporting systems

CRM software

Job description

Company Overview:

A wealth management firm is seeking an Associate to support their family office team. This role involves accounting, reporting, daily operations, and client service within an institutional family office framework.

Job Responsibilities:

• Reconcile client bank accounts, brokerage accounts, and other investment holdings
• Assist with client monthly portfolio reporting
• Update and maintain information in the reporting system and CRM
• Execute paperwork for account openings and ongoing account maintenance at multiple custodians
• Handle operational and administrative tasks related to client investments
• Accomplish a high volume of money movement related to client bill pay and investments
• Interface with clients, investors, fund managers, and service providers to assist with operational requests
• Manage a high volume of incoming firm communication and complete or delegate tasks in a timely manner
• Complete various ad-hoc projects as requested by clients or colleagues
• Generate ideas for workflow improvement and organization to sustain business growth

Qualifications:

• Proficiency in portfolio reporting systems and CRM software
• Ability to prioritize a wide range of tasks
• Flexibility to accommodate requests from various teams

Compensation:

Salary: $70,000 - $90,000, Plus Bonus