RPO | Junior Financial Analyst

District Partners Llc; Century (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Wealth management

Client service

Financial analysis

Time management

Communication

Education

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

Tools

Fidelity

Schwab

CRM systems

Job description

District Partners has been retained by a leading national wealth management firm to identify a Financial Analyst to support its Ultra High Net Worth (UHNW) and Family Office practice. This is an excellent opportunity for an early-career professional with 1–2 years of experience in wealth management, financial services, or client support who is looking to grow within the industry. Our client is one of the fastest-growing independent wealth management firms in the country, overseeing tens of billions of dollars in assets under management and advisement across a national office footprint. The firm combines the scale and institutional capabilities of a large platform with the personalized service model typically associated with boutique advisory firms.

The Financial Analyst will work closely with Advisors and senior team members to support day-to-day client service, account administration, and operational needs for UHNW individuals and families. Responsibilities include preparing client meeting materials, maintaining client records, coordinating account activities, and ensuring client requests are handled accurately and efficiently. The ideal candidate is highly organized, detail-oriented, responsive, and eager to learn. This position offers exposure to sophisticated client relationships and family office services while providing an opportunity to build a strong foundation in wealth management. This position is based in Los Angeles and requires five days per week in the office.

What You’ll Be Owning:

• Provide day-to-day administrative and operational support to Wealth Advisors and senior team members.
• Assist with new client onboarding, account openings, account 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 the 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 within CRM and other 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, tax documents, and other client records.
• Coordinate with external professionals, including accountants, attorneys, and other client representatives, as needed.
• Assist with basic portfolio reporting and monitoring account activity.
• Track outstanding client requests and ensure tasks are completed accurately and on time.
• Identify opportunities to improve internal workflows and client service processes.
• Other duties as assigned.

What You’ll Bring to the Table:

• 1–2 years of experience in wealth management, financial services, banking, client service, or a related administrative or operational role.
• Bachelor’s degree in Finance, Business, Economics, Accounting, or a related field preferred.
• Strong organizational skills with excellent attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Ability to manage multiple tasks, prioritize deadlines, and follow through on assigned responsibilities.
• Proficiency in Microsoft Office, including Excel, Outlook, Word, and PowerPoint.
• Experience with CRM systems, financial planning software, or custodial platforms such as Fidelity or Schwab is a plus, but not required.
• Basic understanding of financial markets, investment accounts, and wealth management concepts preferred.
• Comfortable working in a fast-paced, client-focused environment.
• Ability to handle sensitive financial information with professionalism and discretion.
• Strong interest in building a long-term career in wealth management or the family office industry.
• Willingness to learn new systems, processes, and industry concepts.

Core Competencies:

• Client Service: Demonstrates a strong commitment to providing responsive, professional support to clients and Advisors.
• Attention to Detail: Maintains accuracy and organization when handling client information, documentation, and account activities.
• Organization & Follow-Through: Effectively manages multiple responsibilities and ensures tasks are completed on time.
• Communication: Communicates clearly and professionally with clients, Advisors, custodians, and internal teams.
• Problem-Solving: Takes initiative to resolve routine issues and knows when to elevate more complex matters.
• Adaptability: Learns new systems and processes quickly and is comfortable taking on new responsibilities.
• Collaboration: Works effectively with Advisors, operations teams, and other client service professionals.
• Professionalism & Discretion: Maintains confidentiality and exercises sound judgment when handling sensitive client information.
• Growth Mindset: Eager to learn, develop professionally, and build a career within wealth management.