Senior Analyst, Family Office Advisory

Russell Tobin; San Francisco (CA); On-site; USD 110,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k) with company match

Wellness stipend

Job summary

Russell Tobin is seeking a Senior Analyst/Associate for Family Office Advisory to deliver high-touch client service in a fast-paced private wealth setting. You will work closely with clients, investment teams, and external advisors to support wealth planning, investments, and administrative workflows.

The role combines private wealth management, family office advisory, and client service, with collaboration across attorneys, tax professionals, and investment staff.

Qualifications

• Bachelor's degree required.
• 3+ years in family office/private wealth management or similar environment.
• Experience supporting high-net-worth individuals or families preferred.
• Strong client service, account administration, and wealth management knowledge.
• Exposure to trusts, estate planning, tax, insurance, philanthropy, wealth transfer is a plus.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong written and verbal communication skills.
• Independent work with sound judgment and proactive problem solving.
• Strong interpersonal skills and client-first mindset.
• Discretion handling confidential information and collaboration across teams.

Responsibilities

• Provide high-touch client service across wealth strategy and family office needs.
• Assist with wealth planning, tax strategy, estate planning, and wealth transfer initiatives.
• Coordinate client onboarding, transfers, and documentation.
• Support cash management, private banking activities, and investments funding.
• Coordinate investment-related documentation and investor materials.
• Assist with trusts, GRATs, Delaware trusts, LLCs, wills, and prenups.
• Work with attorneys, tax advisors, and other service providers.
• Manage bespoke client requests from start to finish.
• Maintain client records, CRM data, and project trackers.
• Ensure data integrity and timely deliverables.
• Train and mentor junior analysts and assist onboarding of new team members.

Skills

Client service

Attention to detail

Organizational skills

Communication skills

Time management

Team collaboration

Discretion with confidential info

Independent work

Problem solving

Client-first mindset

Cross-functional coordination

Education

Bachelor's degree

Tools

CRM systems

Job description

Russell Tobin is seeking a Senior Analyst/Associate for Family Office Advisory to deliver high-touch client service in a fast-paced private wealth setting. You will work closely with clients, investment teams, and external advisors to support wealth planning, investments, and administrative workflows.

The role combines private wealth management, family office advisory, and client service, with collaboration across attorneys, tax professionals, and investment staff.