Client Advisory Associate - Family Office

M&T Bank•Wilmington, DE

3d•$59,500 - $99,100•Onsite

About The Position

This position supports financial data integration and reporting for ultra-high net worth family office clients. The goal is to assist with superior client service, better organize and educate clients, and help the team provide high-level advice. The role involves working independently, under general supervision, with dynamic and experienced client teams, as well as with external clients and advisors. It also interacts with internal partners, external client representatives, and client vendors, with the support of more experienced team members. Assists and participates in related projects as requested.

Requirements

Bachelor’s degree in Accounting, Finance, or related field with significant Accounting coursework, and a minimum of 1 years’ accounting, audit, and/or financial institution experience, or in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 years’ accounting, audit, and/or financial institution experience.
Strong verbal and written communication skills.
Strong analytical skills.
Strong critical thinking skills.
Strong problem-solving skills.
Strong attention to detail.
Strong interpersonal skills and prior experience thriving in a collaborative team environment.
Knowledge and application of Generally Accepted Accounting Principles (GAAP).
Excellent personal computer skills.
Thorough knowledge of accounting/financial software as well as spreadsheet, word processing and database software.

Nice To Haves

Minimum of 3 years’ accounting, audit and/or financial experience.
Master’s degree in Business Administration (MBA).
Certified Public Accountant (CPA).
Previous accounting work experience.

Responsibilities

Assist in the building, maintenance, and enhancement of the virtual family office platform, including financial and planning structure integration, data aggregation, and consolidated reporting through a leading technology solution.
Ensure accuracy and integrity of financial data through auditing and reconciliation.
Assist in maintaining digital storage of client documents and support portal functionality.
Support team and client training to ensure effective and beneficial use of the digital platform.
Assist in the provision of data and insights to investment advisors for foundational and complex investment analysis.
Independently prepare customized financial reports tailored to family office relationships.
Engage in effective verbal, written, and in-person communication with clients, external advisors, and internal partners.
Assist in the overall delivery of the virtual family office platform service.
Assist in cutting edge knowledge and support the improvement and implementation of existing and new processes related to family offices that enhance efficiency and effectiveness.
Assist in departmental projects and continuous process improvement initiatives.
Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite.
Identify risk-related issues needing escalation to management.
Promote an environment that supports diversity and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.