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Job Title: Wealth Management Support Associate

Location: Norfolk, VA (Hybrid - 2-3 days WFH after training)

Our client, a private wealth management and family office practice, is seeking a Family Office Professional to support high-net-worth clients with bookkeeping, reporting, and bill-pay services. This individual will play a key role in managing client transactions, preparing reports, and working closely with both clients and their professional advisors.

Key Responsibilities

• Record transactions, manage client bill-pay, and track account balances to ensure adequate funds for upcoming expenses.

• Reconcile accounts and prepare monthly reports for client review.

• Generate monthly, quarterly, and ad-hoc transaction reports using financial software.

• Assist with annual informational tax filings (1099s, W-2s, etc.).

• Build thorough knowledge of assigned client relationships and maintain direct client communications.

• Partner with attorneys, accountants, and other advisors to deliver seamless client service.

• Support additional family office services as assigned.

Qualifications

• Bachelor's degree in Accounting or related field preferred.

• Strong organizational skills and ability to handle multiple priorities.

• Proficiency with Word, Excel, Adobe, and Outlook.

• Experience working directly with clients in a professional services environment.

• Experience with Quicken, QuickBooks, and/or Bill.com a plus.

• Strong interpersonal, communication, and teamwork skills.

What to Expect

• Hybrid flexibility (2-3 days remote per week after onboarding).

• Exposure to high-profile clients in a collaborative, supportive environment.

• Opportunity to grow within a dynamic private client practice.

• Competitive compensation, incentive bonus potential, and full benefits package (401k with company contribution, health, dental, vision, LTD, PTO).

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