Family Office Associate — UHNW Wealth Reporting

Santa Barbara Management; Santa Barbara (CA); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Opportunity to Build Something Differ【

Exceptional Colleagues

Meaningful Scope, Real Impact

A Culture That Takes Care of ItsPeople

The Conditions to Do Your Best Work

Job summary

Santa Barbara Management is growing quickly and serves ultra-high-net-worth families with a fully integrated wealth management model based in Santa Barbara.

The Family Office Associate is a core member of a client-delivery pod, working with a Family CFO to support a select group of clients across their financial landscape. Based in our Santa Barbara office, this role offers deep exposure to taxes, trusts, estate planning, and portfolio construction while collaborating with advisors.

Qualifications

• 4+ years of experience in finance or wealth management.
• Bachelor's degree preferred.
• Strong proficiency in Excel, PowerPoint, and Word.

Responsibilities

• Maintain client financials across balance sheet, income statement, cash flow, tax and estate reporting.
• Prepare quarterly client reviews with data accuracy and consistency.
• Perform ad hoc analyses and reporting for clients and internal teams.

Skills

Excel

PowerPoint

Word

Finance knowledge

Education

Bachelor's degree

Tools

Excel

PowerPoint

Word

Job description

Santa Barbara Management is growing quickly and serves ultra-high-net-worth families with a fully integrated wealth management model based in Santa Barbara.

The Family Office Associate is a core member of a client-delivery pod, working with a Family CFO to support a select group of clients across their financial landscape. Based in our Santa Barbara office, this role offers deep exposure to taxes, trusts, estate planning, and portfolio construction while collaborating with advisors.