Client Advisory Associate - Family Office

**Overview:**

Work independently, under general supervision, on dynamic and experienced client teams, as well as with external clients and advisors. This position also interacts with internal partners, external client representatives, and client vendors, with the support of more experienced team members. Supports financial data integration and reporting for ultra-high net worth family office clients, with the goals of assisting with superior client service, better organizing and educating clients, and helping the team provide high-level advice. Assists and participates in related projects as requested.

**Primary 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...