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8 дней назад

Family Office - Senior Client Administrator

110 000 - 130 000$
Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Family Office - Senior Client Administrator (Wealth Management): Supporting complex family office relationships through client administration, financial operations, transaction processing, and high-touch service with an accent on discretion, accuracy, and independent judgment. Focus on coordinating complex money movement, maintaining sensitive client data, reviewing operational work for risk, and mentoring client service administrators.

Location: Seattle, WA, United States; in-office, full-time position

Salary: $110,000–$130,000 per year

Company

hirify.global provides family office, wealth management, and client service support for high-net-worth and ultra-high-net-worth families.

What you will do

  • Partner with Lead Advisors and client teams to support complex family office and multi-family office relationships.
  • Serve as a primary contact for clients, family members, custodians, attorneys, accountants, trustees, and other external partners.
  • Lead onboarding, implementation, account maintenance, documentation, and other administrative processes.
  • Manage complex money movement, including capital calls, distributions, journals, trades, wires, and transfers.
  • Maintain accurate client data in Salesforce and other firm systems, coordinate meetings, and track follow-up actions.
  • Improve the client experience through personalized engagement, process improvements, and support for Family Office initiatives.

Requirements

  • 4+ years of experience in financial services, professional services, family office, multi-family office, wealth management, or another complex client-service environment.
  • Demonstrated experience supporting clients and managing complex administrative or operational responsibilities.
  • Exceptional judgment, discretion, communication, organization, critical thinking, and attention to detail.
  • Ability to independently manage work from request through completion and handle highly confidential financial, legal, and personal information.
  • Proficiency in Microsoft Office Suite required; willingness to learn additional systems and tools.
  • Ability to work in-office in Seattle, United States, in a full-time exempt role.

Nice to have

  • Experience supporting high-net-worth or ultra-high-net-worth individuals and families.
  • Experience reviewing others' work, training teammates, or serving as an informal team resource.
  • Undergraduate degree in Business, Economics, Finance, Accounting, or a related field.
  • Salesforce experience.

Culture & Benefits

  • Work-from-office culture with flexibility.
  • Fully paid medical, dental, and vision coverage, plus a 401(k) with 100% matching up to 3% of annual compensation.
  • Equity ownership opportunities, financial planning discounts, cell phone data reimbursement, and subsidized transit.
  • At least three weeks of PTO from the first day, paid holidays, winter break, summer flex-days, and unlimited volunteer time off.
  • Training and certification reimbursement, career development plans, coaching, and wellbeing support.
  • Paid parental leave, adoption benefits, team events, affinity groups, and a three-month paid sabbatical after 10 years.

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