- Zions Bancorporation (Salt Lake City, UT)
- …and highly motivated **Wealth Strategist** to join our team and help with our Family Office offering. The ideal candidate will have a strong background in ... financial planning, estate planning, wealth transfer planning, family office services, risk management, and business succession planning. This role involves… more
- Robert Half Finance & Accounting (Dallas, TX)
- Description We have partnered with an exclusive family office investment firm focused on commercial RE, energy and other investments in Uptown Dallas. ... team in a hybrid work plan. They have a fantastic culture and office environment. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Bank reconciliations 2. Prepare and enter… more
- Citigroup (New York, NY)
- …and reporting control issues with transparency. **Qualifications:** + Previous office administration experience preferably within a large and complex financial ... services or similar organization + Highly proficient in Microsoft Office + Consistently demonstrates clear and concise written and verbal communication skills +… more
- Robert Half Finance & Accounting (Chicago, IL)
- …or finance. + CPA certification preferred. + 8 -12 years of relevant experience. Family office experience preferred. + Experience in real estate, private equity, ... Responsibilities + Maintain financial oversight and books/records for assigned investments /entities, trusts, individuals, and/or foundations. + Read, interpret, and… more
- Truist (Wilson, NC)
- …education and related experience. 2. Minimum 5 years of experience in high-net-worth, family office , or trust company operations. 3. Strong General Ledger ... hybrid position with at least 3 days in the office . Office location options are 150 South...reporting financial information 4. Strong knowledge of Accounting and Investment Reporting applications such as Bill.com; Xero; Quickbooks. **General… more
- Truist (Atlanta, GA)
- …some prior experience working exclusively in the ultra-high net worth space and/or family office setting 2. Bachelor's degree from an accredited institution, and ... years of prior experience working exclusively in the ultra-high net worth space and/or family office setting 4. Experience working in upper end of Ultra High… more
- Invenergy (Chicago, IL)
- …which may be before or after the 3-day posting window. Job Description A growing family office based in downtown Chicago is seeking a resourceful and versatile ... Accounting Associate to support accounting, operations, and investment functions of the office . Join a small team working in an ever-evolving, fast-paced,… more
- Robert Half Finance & Accounting (Chicago, IL)
- …Qualifications: * A minimum of 10+ years' of public accounting or similar family office experience with emphasis on not-for-profit entities. * Relevant ... and tax returns. * Coordinate and provide transaction support to the family and foundation investment organizations, including drafting board packages, reviewing… more
- Robert Half Finance & Accounting (Chicago, IL)
- …+ Type of Experience: Public Accounting - Tax + Preferably family office clients, individuals, trusts, or investment partnerships. To apply to this hybrid ... of after-tax investment returns for each of our underlying partnership investments (excluding private equity). + Complete a variety of ad hoc projects working… more
- Hantz Group (Marquette, 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 Financial Advisor, you will work alongside experts in investment management, mortgage financing, debt strategies, estate planning, property and casualty… more