Family Office Operations Coordinator

Greenleaf Trust; Grand Rapids (MI); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading wealth management firm in Grand Rapids, MI is looking for an entry-level Family Office Coordinator. The successful candidate will coordinate efforts within the Family Office while providing service to clients. Key responsibilities include handling client inquiries, managing service expectations, and supporting Family Office advisors. Ideal candidates will have a Bachelor's degree and excellent organizational skills. This full-time role offers a dynamic work environment with opportunities for professional growth.

Qualifications

• Minimum one year of professional office and customer service experience required.
• Prior financial services or family office experience is preferred.
• Ability to learn and manage workflow efficiently in a fast-paced environment.

Responsibilities

• Coordinate and provide comprehensive service for the Family Office.
• Handle client inquiries and maintain positive relationships.
• Manage client preferences and service expectations in Salesforce.
• Facilitate processing of financial transactions.

Skills

Strong work ethic and team orientation

Strong organizational skills

Excellent verbal and written communication skills

Analytical skills

Knowledge of standard QuickBooks

Proficient with MS Office Suite

Education

Bachelor’s Degree

Job description

A leading wealth management firm in Grand Rapids, MI is looking for an entry-level Family Office Coordinator. The successful candidate will coordinate efforts within the Family Office while providing service to clients. Key responsibilities include handling client inquiries, managing service expectations, and supporting Family Office advisors. Ideal candidates will have a Bachelor's degree and excellent organizational skills. This full-time role offers a dynamic work environment with opportunities for professional growth.