Business Operations Associate (Confidential Search-Private Family Office)

Newtown Square, PA

Full Time

Mid Level

We are conducting a confidential search for a Business Operations Associate position in a private family office. This position will report to the Director of the family office, and will be part of a collaborative team environment that delivers financial support to this family. The primary purpose of the office is to help orchestrate multiple branches of the family’s capital in a multifaceted approach. As a family office, all of the staff work very closely together in a collegial work environment and have regular direct contact with family members. This is an onsite position in the office in Newtown Square, PA.

Job description:

Data entry and analysis of monthly investment activities
Provide support in various family services such as organization of bank, brokerage, and tax communications
Assist in basic bookkeeping functions including bill payments and general ledger maintenance
Analysis and review of outside investment management fees
Provide various administrative functions such as answering calls, scanning documents, and mailing services
Prepare tracking of various projects

Qualifications:

Degree in a relevant field
3+ years experience in financial services or similar
Ability to organize and complete multiple tasks within deadlines with accuracy
Experience with detail Excel spreadsheet analysis

Benefits:

We offer a competitive salary commensurate with experience and generous benefits package including health insurance, very generous 401(k) match
Medical (100% employer-paid), dental, vision, life insurance plans offered
Generous paid time off (PTO) days, and paid holidays

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Thank you for visiting the Compass Business Solutions, Inc. job board. Please apply to the position matching your qualifications by clicking on the appropriate job text link.

Business Operations Associate (Confidential Search-Private Family Office)

Apply for this position

Thank you for visiting the Compass Business Solutions, Inc. job board.

Please apply to the position matching your qualifications by clicking on the appropriate job text link.