Streamline Family Office Inc Hiring for Client Administrator: Private Family Office Full Time

Our boutique, white-glove service company provides comprehensive client and financial administration for UHNW families with assets over $3.5B with a high degree of financial complexity (estate, legal, tax, investment). We are a boutique business that delivers superior professional service to families in a thoughtful and bespoke manner. We hold ourselves to a high standard. Our top values are integrity, transparency, and compassion.

We are seeking a full-time Client Administrator supporting multiple client relationships in a collaborative, high functioning team environment. Prior experience in administration, financial services, chief of staff, paralegal and trust departments would be a good fit for this position. Someone who is comfortable in a structured, yet fluid environment will excel – combo type A and Type B personality.

• Understand all aspects of the client family so you can support the team & ultimately the client relationship.
• Manage and be accountable for operational and client-specific bespoke processes.
• Handle projects such as: acquisition of property and set up, researching transactions, handling tax audit process, setting up and managing employee payroll/benefits, processing and tracking all annual charitable donations, preparing materials for client meetings, etc.
• Work in QuickBooks to make sure all transactions are accurate and makes sense for accounting/ing.
• Cross functional knowledge to support team in multiple capacities.
• Handle client tasks and projects related to financial/tax/estate planning/insurance/household employees/obtaining signatures.
• Manage and maintain records and files in a consistent and organized manner.
• Work in Team, Excel, Asana, QuickBooks, Summitas portal and other technologies to bring clarity and efficiency to our work.
• Think and work proactively.

SKILLS

• Comfortable with numbers; QB knowledge a plus.
• Independent and able to prioritize.
• 3-5+ years work experience.
• Highly organized and detailed.
• Effective and open communication – written and oral.
• Natural curiosity and awareness of how all transactions are interrelated.
• Team player – humble, high EQ, hard working.
• Professional and discreet.

COMPENSATION & BENEFITS & OTHER

• Competitive based on experience.
• Health & dental.
• 410k with match.
• Work environment that values well-being.
• Flexible vacation schedule.
• Hybrid.
• Background check and NDA required.

Job Type: Full-time

Pay: $70,000.00 – $100,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Application Question(s):

• Do you have any experience working with very wealthy families? If so, please describe. If not, what do know about them?
• How do like to spend your time outside of work?

Education:

• Bachelor’s (Preferred)

Work Location: One location