Client Relationship Associate - Family Office Services

The Client Relationship Associate, Family Office Services Administrator is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm. The position plays a critical role in supporting client service, retention, business growth, as well as, providing comprehensive administrative, financial and operational support to high-net-worth family’s family office.

Position Responsibilities :

Family Office Administration

• Daily reconciliation using Excel and Quickbooks.
• Handles monthly invoices and payments using Bill.com.
• Tax payments to multiple municipalities.
• Monitors and promptly responds to FOS email inbox.
• Responsible for a wide range of tasks, from managing daily operations to coordinating complex financial arrangements, such as handling capital calls, distributions : obtaining K-1s; gathering information from Private Equity websites; handling family fund transfers; uses Sharefile and Right Signature to execute money movements with different custodians.
• Acts as central point of contact for the family and service providers, ensuring smooth communication and efficient execution of tasks, including running bi-weekly meetings with family and Bartlett Advisors.

Client Relationship Associate

Requirements

In addition, the ideal associate will :

The above statements are intended to describe the general nature and level of work being performed by persons assigned to this job.  These statements are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel in this position.

Benefits

Bartlett offers a competitive and comprehensive benefits package including 401(k) match, profit sharing, attractive health care coverage, dental, vision, flexible spending accounts, life insurance, disability coverage, professional development assistance, ample paid time off and a hybrid work schedule.

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