Plancorp is seeking a Family Office Assistant for our Family Office practice. We advocate for our clients by proactively guiding them through all aspects of their financial lives. We assist in articulating meaningful goals and attaining those goals through actions and strategies consistent with clients’ specified values.
Who We Are:
- Nationally recognized fee-only RIA firm
- St. Louis based; in business for 35+ years
- AUM approx. $7.5 billion
- Serving individuals, families, business owners, non-profit and institutional clients
Position Overview:
We are seeking a diligent, detail-oriented individual to work with our existing team in advocating for a small number of ultra-high net worth clients. Reporting to the Chief Planning Officer, the Family Office Assistant will serve as the primary liaison between these clients and their custodian. As with all positions at Plancorp, specific duties will be adapted to our clients’ needs. In general, in this role you will…
- Manage client relationships through direct contact with the client via email, phone calls and at times, in person
- Open client accounts, execute financial transactions and manage cash flow
- Assist in preparing financial statements and related financial reports Coordinate the flow of information between Plancorp and outside professionals who also serve our clients, such as tax accountants and attorneys
What you bring:
- The desire to continually develop financial knowledge and relationship skills
- Ability to work well with a wide range of colleagues and clients
- Proficiency with Microsoft Office applications, especially Excel
- Aptitude and willingness to learn new software quickly
- Basic knowledge of accounting principles is helpful
- Knowledge of federal/state income taxes and estate planning documents a plus Experience with institutional custodians (Charles Schwab and Fidelity) a plus
Why work with us:
You’ll have the opportunity to learn from our team of experts, do work that touches people’s lives, and be a part of our unique culture. We take great care of the people who take care of our clients. Comprehensive rewards package includes annual bonuses, daily catered lunch and free access to a workout facility. People from underrepresented communities are encourage to apply. We look forward to meeting you!
