Compass Business Solutions, Inc.
Business Operations Associate (Confidential Search-Private Family Office)
Newtown Square, PA - Full Time
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. In this position, you will be at the forefront of coordinating various aspects of our clients' financial and personal matters, ranging from investments, taxes, trusts, real estate, legal, and personal concierge support.
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:
- Bachelor's degree in finance, accounting, business administration, or a related field preferred, or equivalent combination of education and experience
- 3+ years of administrative or operational support; experience working with high-net-worth or ultra-high net-worth clients, financial services, paralegal and trust departments is a plus
- Ability to organize and complete multiple tasks within deadlines with accuracy
- Demonstrated experience assisting with financial tasks such as expense tracking, invoice processing, and budget management."
- Experience with detail Excel spreadsheet analysis
Compensation
The compensation range for this role is between $80,000-$90,000 annually, based on experience
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
