- Integral in developing and refining our service offering to our Family Office clients
- Determining services provided
- Developing systems and processes
- Creating both standardized and customized client deliverables
- Work closely with Advisors and Planners, coordinate execution of activities with internal teams, and communicate status and deliverables with the client on items such as those listed below:
- Tracking non-managed investments (capital commitments, distributions, documents)
- Net worth statements
- Charitable giving tracking
- Intrafamily loan tracking
- General investment tracking and financial organization activities
- Compile K-1s and other tax documents and track the status of delivery
- Cash management – analysis of cash needs and maximizing yield across entities
- Assist with administration of trusts, facilitate gifting, and related activities
- Limited Partnership Subscription Documents: prepare for client signature, answer client inquiries, ensure proper setup, communicate status internally
- Evaluate, implement and integrate technology to be included in the Family Office service offering (e.g., LeafPlanner)
- Provide back up to the other members of the Investment Operations and Planning Teams, as appropriate
- Demonstration of the SWP Core Values (Initiative, Curiosity, Clear Communication, Team oriented, Humble, acts with Integrity, passionate about Service)
- Bachelor's Degree from an accredited institution
- Previous experience (3 years or more) as an accountant or bookkeeper
- Experience with Limited Partnerships preferred (understands types of distributions)
- Experience with Quickbooks or Great Plains preferred
- Highly proficient in Excel; proficient in Word and Outlook
- Highly organized and detail-oriented
- Desire/ability to work successfully in a small company environment
- 401k Program
- Health, Dental, Life, and Disability Insurance
- Health Savings Account
- Flexible Work from Home Policy
- Paid Time Off
- Summer Hours
- Education Reimbursement (job related)
- Salary will be based on experience
- Bonus eligible; prorated for the first year of service
-
Office Services Clerk
1 day ago
FlechaConnect Fort Lauderdale, United StatesOffice Services Clerk · **Position Overview**: A prestigious law firm is seeking a diligent and dependable Office Services Clerk. This role is essential in ensuring smooth daily operations within the firm. We offer a supportive and professional environment along with a competitiv ...
-
FASTSIGNS #174901 Boca Raton, United StatesJob Description · Job DescriptionOffice Administrator Job Responsibilities: · Supports company operations by maintaining office systems and supporting management staff. · Maintains office services by organizing office operations and procedures, controlling correspondence, organiz ...
-
Office/customer Service
14 hours ago
Central East Warehouse Hollywood, United StatesFull Time - Office customer service position. · Includes speaking and corresponding with customers on a daily basis. · Quoting specified products. · Researching specific items. · Requesting quotations from manufacturers · Quick Books and sales experience & education education are ...
-
Office Services Clerk
1 week ago
Falk Waas Hernandez Solomon Mendlestein & Davis Boca Raton, United StatesJob Description · Job DescriptionWe are seeking an Office Service Clerk to become a part of our team · Duties/Responsibilities: · Supports office administrative duties functions and processes with assistance, backup, and coordination duties. · Assist with planning and coordinat ...
-
Front Office/customer Service
13 hours ago
Eyecare Express Palm Coast, United StatesFamily owned optometry office is hiring for a receptionist/customer service representative. Sales experience is preferred but not required. Responsibilities include but are not limited to greeting customers, answering phones, assisting customers to choose frames, and scheduling a ...
-
Licensed Customer Service Rep
2 weeks ago
Family First Insurance Advisors Deerfield Beach, United States**Job Overview**: · We're looking for a reliable and detail-oriented Office Admin or Customer Service Representative to join our Medicare Insurance office. This role involves managing incoming calls from our existing members, providing excellent customer service, and assisting wi ...
-
Hospice Administrative Assistant
2 weeks ago
Accord Hospice Deerfield, United StatesHospice Administrative Assistant · We are GROWING We need more staff to help with our patients. We focus on providing excellent patient care - by our team as a whole. · What You Will Do: · We are seeking compassionate and detail-oriented individuals to join our hospice care team ...
-
Customer Service for Tax Office
3 weeks ago
My Tax Agency LLC Boca Raton, United StatesJob Description · Job DescriptionJob details · Salary · $600 - $1000 a week · Job Type · Full-time · Number of hires for this role · 2 · Qualifications · US work authorization (Required) · High school or equivalent (Required) · Customer service: 1 year (Preferred) · QuickBooks ...
-
Client Services Associate
3 weeks ago
Waveland Family Office, LLC Deerfield, United States**Client Services Associate (revised 5/9/24)** · Waveland Family Office, LLC ("WFO") is a multifamily office located in Deerfield, Illinois. WFO is a Registered Investment Advisor that represents various high net worth families and provides traditional family office services such ...
-
Customer Service Representative
2 weeks ago
Air Master Windows & Doors Deerfield Beach, United States**Responsibilities & Duties**: · - Generate and process sales orders, quotes, services or other business requested information. · - Acknowledging and resolving customer complaints. · - Documentation of customer activities, progress, and service issues. · - Investigating and follo ...
-
Public Service Representative
1 week ago
Illinois Secretary of State Deerfield, United States**Office of the Illinois Secretary of State · **Alexi Giannoulias** · **Job Title**:Public Service Representative · **Division**: Drivers Services - Deerfield Facility · **Union**:SEIU · **Location**:405 Lake Cook Rd, Deerfield, Illinois - Cook County - Zone 5 · **Salary**:Starti ...
-
Office Coordinator
2 weeks ago
Fortune Brands Deerfield, United States**Company Description** · At Fortune Brands Innovations, we believe that our innovation and success are fueled by the passion of our people and the strength of our teams. Together, we work to fulfill dreams of home by aligning around common goals, being agile in the face of chang ...
-
Warehouse Associate
3 weeks ago
Artificial Grass Warehouse LLC Deerfield Beach, United StatesResponsibilities: · - Assist with general office duties such as filing, photocopying, and data entry · - Coordinate and manage projects, ensuring deadlines are met · - Answer phone calls and respond to inquiries in a professional and friendly manner · - Maintain office supplies a ...
-
Office Assistant
3 weeks ago
Artificial Grass Warehouse LLC Deerfield Beach, United StatesResponsibilities: · - Assist with general office duties such as filing, photocopying, and data entry · - Coordinate and manage projects, ensuring deadlines are met · - Answer phone calls and respond to inquiries in a professional and friendly manner · - Maintain office supplies a ...
-
Family Medicine Physician
2 weeks ago
One Medical Deerfield, United States Full timeAbout Us · One Medical is a primary care solution challenging the industry status quo by making quality care more affordable, accessible and enjoyable. But this isn't your average doctor's office. We're on a mission to transform healthcare, which means improving the experience fo ...
-
Administrative Assistant
3 weeks ago
G.M. Goldman & Assoc., Inc. Deerfield, United States**Responsibilities**: · - Perform general clerical duties, including data entry, scanning, and filing · - Greet visitors and provide excellent customer service · - Answer phone calls and direct inquiries to the appropriate staff members · - Schedule appointments and manage calend ...
-
Multi-unit Manager
3 weeks ago
Dunkin' Donuts Deerfield, United States"A Multi-Unit Manager (MUM) is generally responsible for leading the overall operations for 5-8 · Dunkin Donuts and/or Dunkin Donuts/Baskin Robbins combo restaurants, including recruiting, · hiring, onboarding, training, management development, managing budgets and ensuring Manag ...
-
Recruiter in Home Care
3 weeks ago
Home Instead Deerfield, United States**Objective**: The Recruitment Coordinator is responsible for recruiting, screening, hiring, and onboarding a staff of Caregivers, as well as executing and organizing all training programs in order to provide the highest quality of service to clients. This position will require w ...
-
Dental Front Desk
2 weeks ago
Great Smile Deerfield Deerfield, United StatesOur growing dental office in Deerfield, IL is seeking a friendly, motivated and multi-tasking team member to handle our front office daily operations. This position is for a person who is organized, positive, and dependable, this is a full-time position Monday through Thursday · ...
-
Paralegal
1 week ago
Fortune Brands Deerfield, United States**Company Description** · At Fortune Brands Innovations, we believe that our innovation and success are fueled by the passion of our people and the strength of our teams. Together, we work to fulfill dreams of home by aligning around common goals, being agile in the face of chang ...
Manager of Family Office Services - Deerfield, United States - Strategic Wealth Partners Group, LLC
Description
Our Firm:
Strategic Wealth Partners ("SWP") is an independently managed wealth management firm that has been partnering with clients since 2008. Our purpose is to Manage Complexity and Deliver Simplicity. We partner with clients to fulfill their goals and aspirations. We are a firm that clients and employees are proud to work with. We seek innovative solutions to meet client needs, drive firm growth, and create opportunities for team members.
SWP consists of a team of professionals offering personalized financial planning and investment advisory services. Our objective is simple: to provide our clients with successful wealth strategies, independent, objective advice, and personalized service. We take the time to understand our client's unique circumstances. To achieve this, we foster an environment that attracts individuals who are interested in continuing to develop their technical expertise and have a deep conviction about client service and relationships. Additional firm information can be reviewed online at
Job Summary
This individual will be an integral member of the Family Office Team and will report to a Principal and Senior Financial Planner. The role will primarily work with our ultra-high net worth clients and will be a key contributor to our goal of providing exceptional client service by absorbing the complexity that wealth can bring and delivering simplicity in the areas of financial administration and organization.
Duties and Responsibilities
Qualifications:
Benefits:
Salary is competitive based on industry standards.
SWP is committed to providing opportunities for employees to develop skills and pursue career opportunities.
Interested candidates should apply online at
Strategic Wealth Partners is an Equal Opportunity Employer
Manager of Family Office Services professionals in Deerfield Beach
-
Audry Pacheco
Analyst Financial Planning & Analysis
-
Damian Lew
Project Manager in Medical Device
-
Laurel Mihu
Customer Service Professional
-
Carl Sanges
Technical Project Manager