Job description

Simpalm is looking for a Family Office Associate for our client based in Chicago. It is a full-time opportunity with great benefits. Our client is a boutique, fiduciary, Multi-Family Office with a dedicated Family Office Group and an in-house Asset Management Group. This is a fully remote position. The Family Office Associate should have familiarity with various types of securities investments, broker-dealers, and financial regulations.

Duties:

• Be the first point of contact between clients and the firm.
• Schedule advisor/client meetings.
• Respond to client inquiries, answer questions, and resolve issues.
• Obtain and process all client information and transactions.
• Maintained client records.
• Compile and update documents and contracts.
• Create new accounts and transfer funds.
• Navigating TD and Schwab sites
• Onboard new clients.
• Outreach to potential new clients.
• Supervise virtual team members.
• Prioritize between urgent, important, and secondary tasks.
• Draft written communication on behalf of advisors.
• Follow firm protocols in responding to phone calls and emails.
• Ensure regulatory rules are followed.
• Build positive client relationships through following up, checking in, and soliciting feedback.
• Anticipate client needs and proactively intervene to meet them.
• Perform administrative and clerical duties as needed.
• Go “extra mile,” make clients happy, and instill confidence that we are the best possible team to safeguard their wealth.

Required Experience and Qualifications:

• Bachelor’s degree
• 3+ years of experience as a Client Services Associate or Family Office Associate in the financial industry
• Understanding of investment concepts
• Excellent written and spoken English communication skills
• TD and Schwab experience a plus
• DocuSign experience is a huge plus
• Advanced skills in Microsoft Office Suite
• Ability to work independently with minimum supervision

Compensation and Benefits:

• 401K Profit Sharing contribution
• Excellent healthcare benefits
• Education, growth, and leadership development opportunities
• Paid Time Off (PTO)
• Fun events for the team!

Job Type: Full-time

Pay: $52,891.44 - $72,385.28 per year

Benefits:

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

Schedule:

• Monday to Friday

Supplemental pay types:

• Commission pay

Experience:

• Financial concepts: 1 year (Preferred)

Work Location: Remote

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