Streamline Family Office Inc Hiring for Client Administrator Job at Medfield, MA Full Time

Our company provides comprehensive financial administration for a dozen families with assets over $2B with a high degree of financial complexity (estate, tax, investment). We are a boutique business that delivers superior professional service through a highly competent team of eight. Our top values are integrity, transparency, and compassion.

We are seeking a full-time Client Administrator who will work directly with a Client Manager supporting multiple client relationships.

FINANCIAL

• Keeping track of all banking and credit cards transaction: downloading and categorizing.
• Reconciliations of all client accounts and related entities (Trusts, LLCs, Partnerships,

Foundations).

• Making appropriate general ledger entries.
• Ensuring all the data is accurate and thoughtful before it rolls up into comprehensive client reports.
• Organize and process all bill payments: online, checks, wires.
• Manage cash balances and outgoing payments on a weekly basis.
• Keep electronic copies of all payment records.

ADMINISTRATIVE

• Managing and organizing all incoming mail – both paper and electronic.
• Accepting incoming phone calls and messages.
• Handling client tasks and projects related to financial/tax/estate planning/insurance/household employees/obtaining signatures.
• Managing and maintaining records and files.
• Assisting office with various administrative tasks.
• Managing client portal.

SKILLS

• QuickBooks knowledge a plus.
• 5+ years work experience
• Highly organized and detailed.
• Effective and open communication – written and oral.
• Natural curiosity and awareness of how all transactions are interrelated.
• Team player.
• Professional.
• Independent and able to prioritize.

COMPENSATION & BENEFITS

• Competitive based on experience
• Health & dental benefits.
• Work environment that values well-being.
• Flexible vacation schedule.

Job Type: Full-time

Pay: $66,000.00 – $76,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

COVID-19 considerations:
We have sufficient space in our office so everyone can keep significant distance from one another. We all have the ability to work remotely however this role would be best done from the office.

Application Question(s):

• Do you have any experience working with very wealthy families? If so, please describe. If not, what do know about them?
• How do like to spend your time outside of work?

Education:

• Associate (Required)

Experience:

• Cash management (bills, tracking inflows/outflows): 1 year (Preferred)
• Administrative: 3 years (Preferred)

Language:

• English fluently (Preferred)

Work Location:

• One location

This Job Is:

• A job for which military experienced candidates are encouraged to apply

Company’s website:

• www.streamlinefamilyoffice.com

Benefit Conditions:

• Only full-time employees eligible

Work Remotely:

• Temporarily due to COVID-19

COVID-19 Precaution(s):

• Social distancing guidelines in place