Family Office Analyst (Wealth Management)

Location: Houston, United States

Company

hirify.global is a global financial services firm providing wealth management, investment management, banking, trust and estate planning, and specialized lending services.

What you will do

• Support Relationship Managers as a primary day-to-day contact for ultra-high-net-worth clients.
• Coordinate client account activities, service delivery, account maintenance, documentation, and client requests.
• Coordinate portfolio activities, review asset allocations, and identify accounts requiring rebalancing or updated documentation.
• Prepare client presentations and meeting materials covering holdings, capital activity, and account performance.
• Resolve account, reporting, reference-data, transfer, and mailing issues while coordinating with internal teams and third-party providers.
• Monitor account-level compliance, escalate at-risk issues, and support revenue retention, client development, and firm-wide projects.

Requirements

• Bachelor’s degree.
• At least 2 years of industry experience.
• Demonstrated interest in wealth management.
• Strong organizational, analytical, written, and oral communication skills with close attention to detail.
• Ability to work effectively in a team environment and provide client service.
• Proficiency in Microsoft Office, particularly Excel.

Nice to have

• Previous client service experience and aptitude.

Culture & Benefits

• Partnership-oriented environment focused on long-term client and employee relationships.
• Collaborative culture with mentoring, knowledge sharing, and opportunities to contribute beyond the daily role.
• Emphasis on professional and personal development through internal resources.
• Stable private-partnership structure with ongoing investment in relationships, technology, products, and employee development.
• Rewards and benefits supporting personal, physical, and financial well-being.