Company Overview
This independently operated advisory firm provides comprehensive family office and investment services to ultra-high-net-worth families. The firm maintains a national presence with a collaborative, one-team culture and a strong emphasis on long-term relationships, professional growth, and service excellence.
Position Summary
The Senior Associate will support the family office team by managing a wide range of client needs, including administrative, property, and lifestyle services. This role requires strong communication, meticulous organization, and a client-first mindset. The ideal candidate brings prior experience supporting high-net-worth individuals and thrives in a dynamic, service-driven environment.
Key Responsibilities
— Deliver hands-on support across a wide range of client needs, from scheduling and vendor management to property oversight and household staffing
— Plan and manage travel, events, and special projects; attend client events as required
— Coordinate with internal team members and external vendors to ensure seamless execution of services
Qualifications
— Bachelor’s degree required; prior experience supporting executives or high-net-worth households strongly preferred
— Demonstrated problem-solving ability, attention to detail, and service-oriented mindset
— Strong proficiency in Microsoft Office and iOS platforms, with excellent communication and interpersonal skills
Compensation
Our client has set a base salary range of $70,000 to $75,000.
This range is a good faith estimate and may be modified depending on factors such as experience, skills, and educational background. The client retains ultimate responsibility for crafting the offer.