UHNW Family Office & Wealth Planning Analyst

Automatic Data Processing, Inc.; Los Angeles (CA); On-site; USD 85,000 - 98,000; Full time

Job summary

Evoke Advisors in Los Angeles seeks a Family Office Analyst to support financial plans, estate and tax coordination, and portfolio reporting for Ultra High Net Worth families. You will work with Advisors and senior leadership to translate data into actionable insights and client-ready materials.

Based in Century City, this in-office role requires five days per week on site and a proactive, detail-oriented mindset to manage complex financial lives with accuracy and discretion.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or related field.
• 2–4 years in financial analysis or wealth management preferred.
• Experience with portfolio construction, asset allocation, or investment performance analysis preferred.
• Strong analytical and quantitative problem solving skills.
• Proficiency in Excel and financial analysis tools.

Responsibilities

• Assist in preparing comprehensive financial plans for UHNW clients.
• Coordinate estate and tax planning activities with Advisors and external professionals.
• Prepare financial analyses, planning deliverables, and client meeting materials.
• Respond to client questions and assist Advisors with planning scenarios.
• Support portfolio management and financial reporting to align with financial plans.
• Identify opportunities to improve internal workflows and client service processes.
• Maintain accurate client records and documentation.

Skills

Financial analysis

Excel proficiency

Analytical thinking

Client-focused

Communication skills

Attention to detail

Multitasking

Education

Bachelor's degree in Finance/Economics/Accounting

Tools

Microsoft Excel

Portfolio management systems

Financial reporting platforms

Investment analytics tools

Job description

Evoke Advisors in Los Angeles seeks a Family Office Analyst to support financial plans, estate and tax coordination, and portfolio reporting for Ultra High Net Worth families. You will work with Advisors and senior leadership to translate data into actionable insights and client-ready materials.

Based in Century City, this in-office role requires five days per week on site and a proactive, detail-oriented mindset to manage complex financial lives with accuracy and discretion.