UHNW Family Office Analytics & Reporting Analyst

Wilmington Trust; Wilmington (DE); On-site; USD 59,500 - 99,100; Full time

Job summary

Wilmington Trust is seeking a Financial Analyst to assist in the building and maintenance of a virtual family office platform. You will ensure the accuracy of financial data while supporting client interactions directly and effectively.

The ideal candidate should have a Bachelor’s degree in Accounting or Finance, with at least 1 year of experience. Strong analytical and communication skills are necessary for success in this collaborative role.

Qualifications

• 1+ years of accounting, audit, or financial institution experience.
• Ability to adhere to GAAP.
• Previous work experience in accounting preferred.

Responsibilities

• Assist in building and maintaining a virtual family office platform.
• Ensure accuracy and integrity of financial data through audits.
• Prepare customized financial reports tailored to clients.

Skills

Verbal communication

Analytical skills

Critical thinking

Problem-solving

Attention to detail

Interpersonal skills

Education

Bachelor’s degree in Accounting, Finance, or related field

Master’s degree in Business Administration (MBA)

Certified Public Accountant (CPA)

Tools

Accounting/financial software

Spreadsheet software

Word processing software

Database software

Job description

Wilmington Trust is seeking a Financial Analyst to assist in the building and maintenance of a virtual family office platform. You will ensure the accuracy of financial data while supporting client interactions directly and effectively.

The ideal candidate should have a Bachelor’s degree in Accounting or Finance, with at least 1 year of experience. Strong analytical and communication skills are necessary for success in this collaborative role.