Family Office Associate

RemotelyHR • Newport Beach, CA

7d • $74,000 - $78,000 • Hybrid

About The Position

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level