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    Wealth Planning Associate - Westport, United States - The Quest Organization

    The Quest Organization
    The Quest Organization Westport, United States

    2 weeks ago

    Default job background
    Full time
    Description

    Wealth Planning Associate

    Responsibilities include:

    • Support Relationship Managers on client relationships.
    • Serve as a key point of contact for day-to-day client service needs.
    • Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving.
    • Review of bank and brokerage accounts on a regular basis.
    • Track investment portfolios consisting of individual stocks, hedge funds, other private investments, and loans.
    • Preparation of balance sheets and monthly/quarterly financial reports.
    • Process payments for income taxes, real estate taxes and other invoices.
    • Work with legal counsel and tax advisers to implement wealth transfer strategies, tax planning, asset protection solutions, and philanthropic initiatives.
    • Support of tax preparation and coordination with outside accountants.
    • Budgeting and cash flow planning for clients.
    • Administer charitable giving programs on behalf of clients.
    • Maintain notes and action items for internal CRM system.
    • Administrative duties including scanning, deposits, mail and delivery services.

    Job Requirements & Qualifications:

    • Full-time position
    • Hybrid work schedule. Office is located in Brooklyn.
    • Bachelor's degree required.
    • 3 years prior relevant industry experience. (Family office, wealth management, or other experience working with high net worth families is preferred)
    • Strong QuickBooks skills required.
    • Proficiency in all Microsoft Office programs, particularly Excel.
    • Excellent verbal and written communications skills.
    • Trust and estate and/or personal tax experience.
    • Self-starter and able to work independently.
    • Adhere to high confidentiality and fiduciary standards.
    • Strong attention to detail, accuracy, and the ability to organize, prioritize, and execute successfully in a fast-paced environment.
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