Family Office Associate: Client Service & Portfolio Ops

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

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.