Junior UHNW Wealth Analyst – Family Office Support

District Partners Llc; Century (FL); Sur place; USD 65 000 - 90 000; Plein temps

Résumé du poste

District Partners is seeking a Financial Analyst to support its UHNW and Family Office practice in a dynamic wealth management environment. The role focuses on daily client service, account administration, and operational needs for high-net-worth clients, with exposure to sophisticated family office services and materials preparation.

You will collaborate with Advisors, assist with onboarding, account paperwork, and client documentation while coordinating with custodians and internal teams.

Qualifications

• 1–2 years of experience in wealth management, financial services, banking, client service, or related administrative/operational role.
• Bachelor’s degree in Finance, Business, Economics, Accounting, or related field preferred.
• Strong organizational skills with attention to detail and accuracy.
• Excellent written and verbal communication skills.

Responsabilités

• Provide day-to-day administrative and operational support to Wealth Advisors and senior team members.
• Assist with new client onboarding, account openings, maintenance, and client documentation.
• Respond to client requests and coordinate timely follow-up with Advisors and internal teams.
• Prepare and process account paperwork, forms, and other client-related documentation.
• Assist with money movements, wire transfers, and account transactions under guidance of senior team members.
• Coordinate with custodians and internal departments to support client account activities and resolve service-related issues.
• Maintain accurate client information, account records, and service requests in CRM and internal systems.
• Prepare client meeting materials, portfolio reports, presentations, and follow-up documentation.
• Support Advisors with meeting preparation, scheduling, and ongoing client communication.
• Assist with gathering and organizing financial documents, including account statements and tax documents.
• Coordinate with external professionals as needed.
• Assist with basic portfolio reporting and monitoring account activity.
• Track outstanding client requests and ensure tasks are completed on time.
• Identify opportunities to improve internal workflows and client service processes.

Connaissances

Wealth management

Client service

Financial analysis

Time management

Communication

Formation

Bachelor’s degree in Finance, Business, Economics, or Accounting

Outils

Fidelity

Schwab

CRM systems

Description du poste

District Partners is seeking a Financial Analyst to support its UHNW and Family Office practice in a dynamic wealth management environment. The role focuses on daily client service, account administration, and operational needs for high-net-worth clients, with exposure to sophisticated family office services and materials preparation.

You will collaborate with Advisors, assist with onboarding, account paperwork, and client documentation while coordinating with custodians and internal teams.