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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
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Record transactions, manage client bill-pay, and track account balances to ensure adequate funds for upcoming expenses.
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Reconcile accounts and prepare monthly reports for client review.
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Generate monthly, quarterly, and ad-hoc transaction reports using financial software.
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Assist with annual informational tax filings (1099s, W-2s, etc.).
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Build thorough knowledge of assigned client relationships and maintain direct client communications.
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Partner with attorneys, accountants, and other advisors to deliver seamless client service.
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Support additional family office services as assigned.
Qualifications
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Bachelor’s degree in Accounting or related field preferred.
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Strong organizational skills and ability to handle multiple priorities.
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Proficiency with Word, Excel, Adobe, and Outlook.
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Experience working directly with clients in a professional services environment.
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Experience with Quicken, QuickBooks, and/or Bill.com a plus.
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Strong interpersonal, communication, and teamwork skills.
What to Expect
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Hybrid flexibility (2-3 days remote per week after onboarding).
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Exposure to high-profile clients in a collaborative, supportive environment.
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Opportunity to grow within a dynamic private client practice.
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Competitive compensation, incentive bonus potential, and full benefits package (401k with company contribution, health, dental, vision, LTD, PTO).
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