UHNW Family Office Specialist

FBT Gibbons LLP; Newport Beach (CA); Hybride; USD 56 000 - 83 000; Plein temps

Avantages offerts par ce poste

Health coverage

Life insurance

Disability coverage

Parental leave

Wellbeing program

Paid time off

401(k) match

Résumé du poste

FBT Gibbons LLP in Newport Beach, CA seeks a Family Office Specialist to provide high-level admin and operations support for ultra-high-net-worth individuals and affiliated family office entities. The role combines both billable and non-billable work in a fast-paced, service-driven environment.

The ideal candidate demonstrates discretion, professionalism, and organization, coordinating day-to-day activities and long-term priorities with strong attention to detail; travel and calendar management

Qualifications

• Bachelor’s degree or equivalent combination of education and relevant experience.
• At least three years of executive support experience; law firm experience preferred.
• Proficient in Microsoft Office; strong client materials with charts and data.
• Discretion, confidentiality, and professional communication are essential.
• Ability to manage time, multitask, and meet tight deadlines in a fast pace environment.

Responsabilités

• Serve as client-facing contact to ultra-high-net-worth individuals and entities.
• Support client relationship management and business development activities within Family Office practice.
• Prepare client meeting materials, documents and correspondence.
• Create and maintain spreadsheets, PowerPoint presentations, and reports.
• Coordinate travel plans and manage complex calendars with high responsiveness.
• Assist with trust and estate planning tasks under attorney supervision.
• Maintain filing systems and support time entry and prebills; target 600 billable hours.

Connaissances

Executive support

Discretion & confidentiality

Professional communication

Calendar management

Travel planning

Formation

Bachelor’s degree or equivalent

Outils

Microsoft Office

Outlook

PowerPoint

OneDrive

Description du poste

FBT Gibbons LLP in Newport Beach, CA seeks a Family Office Specialist to provide high-level admin and operations support for ultra-high-net-worth individuals and affiliated family office entities. The role combines both billable and non-billable work in a fast-paced, service-driven environment.

The ideal candidate demonstrates discretion, professionalism, and organization, coordinating day-to-day activities and long-term priorities with strong attention to detail; travel and calendar management