- Robert Half Finance & Accounting (San Francisco, CA)
- …6-8 years of experience in client-facing roles within wealth management or family office environments (must-have). + Exceptional interpersonal and communication ... understanding of estate planning and tax strategies. + Proficiency in Microsoft Office ; experience with CRM systems (Salesforce or similar) and custodial platforms… more
- Hantz Group (Grandville, MI)
- …with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over ... As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested… more
- Robert Half Legal (Philadelphia, PA)
- …moderate attorney supervision. Prepare Federal gift tax returns. Support delivery of family office services for a customized client experience. Qualifications: ... Bachelor's degree and/or paralegal certificate required. Proficient in Microsoft Office Suite (including Excel) with familiarity in advanced accounting functions.… more
- Robert Half Finance & Accounting (Norfolk, VA)
- …degree in accounting Five years of bookkeeping experience, ideally within a family office setting, estate planning environment, or a specialized bookkeeping ... firm. Proficiency in Microsoft Office (Word, Excel, Outlook) A least 3 years of experience with QuickBooks Experience with Bill.com, Ramp, or other bill payment… more
- Coldstream Wealth Management (Portland, OR)
- …1991 and specialized in providing portfolio management, investment advisory, and family office services for high-net-worth individuals, families, endowments, and ... as a whole. The team has a hybrid environment with members working in office Tuesday through Thursday and allowing work from home Monday and Friday. Responsibilities… more
- Hantz Group (Southfield, MI)
- …individuals and businesses to help them achieve their financial goals. We are a Family Office that offers a multitude of services tailored to each individual ... + Strong organizational skills and attention to details + Proficient in Microsoft Office + Must have a strong work ethic Benefits: + Health/Dental/Vision Insurance,… more
- Hantz Group (Saginaw, MI)
- …with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over ... skills + Strong organizational skills + Basic database skills + Proficient in Microsoft Office + Series 7 Licensed Preferred + Must be Able to Obtain Required… more
- Hantz Group (Southfield, MI)
- …with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over ... quick learner + High proficiency with PC desktop applications and MS Office + Bachelor's degree in Finance, Economics, Business Administration, or other related… more
- Wipfli LLP (Southfield, MI)
- …671-679 (Grantor Trust rules) and estate tax law principles + Familiarity with family office services and private foundation structures + Proven expertise in ... + Proficiency in tax preparation software (eg, CCH Axcess and Microsoft Office Suite) + Experience supervising, training, developing, and reviewing the work of… more
- City National Bank (Jackson, MS)
- …evaluating a variety of property types, including but not limited to, industrial, multi- family , office , retail shopping centers, special use, etc. WHAT WILL YOU ... including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal… more