Family Office Associate - Greater Chicago Area

Only for registered members Greater Chicago Area, United States

2 weeks ago

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Job summary

We are shaping the wealth of those who shape our world. We're investing in that future and building the family office solution to serve those leaders.

Responsibilities

  • Maintain holistic client reporting, including full balance sheet, income statement, cash flow, and tax, trust and estate reporting.
  • Perform ad hoc analysis and reporting on behalf of clients and internal teams.
  • Tackle bespoke projects on behalf of our clients...

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