Family Office Assistant
About The Position
Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA. Canterbury provides consulting services to community foundations, educational endowments, religious organizations, arts and cultural foundations, health care organizations, and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s goals. Canterbury is the investment office for its diverse clients and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Named one of the Best Places to Work by two publications for five consecutive years: the Orange County Business Journal and Pensions and Investments Magazine 2020-2024. Canterbury Consulting is deeply committed to cultivating a dynamic, collaborative environment. We are approximately 70 like-minded professionals passionate about helping our clients work towards their missions - from endowments and foundations to healthcare organizations and families. We believe each individual’s unique skills and experiences contribute to greater experiences for all. Through a culture of respect, accountability, and teamwork, we empower our people to have a real impact on their clients and the community. A Family Office Associate provides comprehensive support across a variety of functions within the advisory firm. This role typically assists senior advisors and managers in day-to-day operations, account administration, and client communications. By serving as a link between clients and the firm, the Family Office Associate ensures that family needs are addressed promptly, maintains confidential records, and supports the smooth delivery of personalized, high-touch service characteristic of family office environments. The Family Office Associate at Canterbury Consulting is a critical part of our clients’ success and is a challenging and rewarding role for the right individual.
Requirements
- 3+ years of client service or back-office support at a banking institution, money management, or RIA (Registered Investment Advisor) firm.
- Proven track record in high-pressure, dynamic environments.
- Bachelor’s degree; preferably in Finance and Economics.
- Proficiency in Microsoft Office Suite, SharePoint, and project management tools.
- Familiarity with virtual collaboration platforms (Teams, Zoom).
- Extremely high-level attention to detail and quality of work.
- Advanced organizational and time-management skills.
- Excellent written and verbal communication abilities.
- High level of discretion and integrity.
- Proactive problem-solving and decision-making skills.
Nice To Haves
- Strong interpersonal skills and emotional intelligence.
- Adaptability to shifting priorities and last-minute changes.
- Strong work ethic, attention to detail, and the ability to work both independently and as part of a collaborative team.
Responsibilities
- Administer the implementation of client portfolio rebalances for our family office clients.
- Be a primary point of contact for all client custodian relationships as well as with money managers.
- Preparation of manager documentation as required for rebalancing; including subscriptions, additions and redemptions.
- Preparation of custodial documentation as required for rebalancing; including new account applications, trading authorizations and wire transfers.
- Acts as a primary point of contact with all client custodians and money managers.
- Process daily operational workflow and ensure the quality, accuracy and integrity of the workflow process.
- Act as a liaison between custodians and our clients and interact frequently and professionally with other members of the Canterbury team.
- Serve as a key member of a dedicated team focused on providing exceptional service to family office clients.
- Demonstrate a passion for self-starting, proactively identifying and addressing client needs without the need for constant direction.
- Ask insightful and detailed questions to gain a deep understanding of each family’s unique planning requirements and goals.
- Perform other duties as assigned.
Benefits
- Benefits package includes medical, dental, life, disability, and vision insurance.
- 401k program with a company match.
- Profit sharing plan.
- 12 paid holidays and 17 days of paid time off the first year of employment.
- Hybrid work schedule: Work-from-home Mondays & Fridays, in-office Tuesdays to Thursdays.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
