- Citigroup (Jacksonville, FL)
- …Salesforce regularly for communication of issues/tasks/opportunities. + Builds a rapport with back- office staff and seek out highest level of support from those ... to support a diverse array of products and services. + Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred. + US Registered FINRA Series 7 & 63… more
- US Bank (Minneapolis, MN)
- …requests and applies them as needed. This duty requires the agent to work in office for a week at a time approximately every 4-5 weeks otherwise this position is ... and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our… more
- US Bank (Gresham, OR)
- …computer navigation skills using a variety of software packages including Microsoft Office - Ability to manage multiple tasks/projects and deadlines simultaneously - ... and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our… more
- US Bank (St. Paul, MN)
- …computer navigation skills using a variety of software packages including Microsoft Office - Ability to manage multiple tasks/projects and deadlines simultaneously - ... and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our… more
- First National Bank of Omaha (Omaha, NE)
- …this team of experts that will help their families manage and preserve multi-generational wealth . The Family Office offers a comprehensive service set that ... and we are continuously exploring advancements in technology and office environments to make it easier to collaborate and...and prospects that want to build, grow and preserve wealth . The typical customer will have Investible Assets of… more
- Coinbase (New York, NY)
- …Driving outbound selling of CBAM funds and strategies to institutional allocators across US Wealth , RIA, Family Office . * Research, propose, and execute ... Wealth platforms in the US and EU, especially Wealth (Multi- family and Single Family ...the job is either from Stamford, CT or NYC office , but with visits to Stamford expected 1-2 days… more
- CIBC (San Francisco, CA)
- …please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Family Office Client Service Manager, you will provide customized ... implementation, ongoing service, and organizational support. You will also support Family Office Executives and Senior Relationship Managers in providing… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …needed Requirements + Proven experience in client service with high net-worth individuals, wealth management, or family office environments + Strong ... with Robert Half is partnering with a boutique, San Francisco-based multi- family office that provides tailored financial solutions to ultra-high-net-worth… more
- Robert Half Finance & Accounting (Dallas, TX)
- Description We are looking for a highly skilled and experienced Head of Family Office to lead tax strategy, investment oversight, and financial operations for a ... substantial family office . This senior role offers a...diversified portfolio, and play a key role in multigenerational wealth planning. The position offers a competitive base salary… more
- Chick-fil-A (Atlanta, GA)
- …on changes in federal, state, and international tax laws that may impact the family office 's tax strategy. Advise senior management on new tax laws, regulations, ... Certified Public Accountant Preferred Qualifications + Master's Degree + Experience in Family Office Environment Minimum Years of Experience 4 Travel… more