Cozen O'Connor is seeking a Manager for its Trust Operations Department located in Philadelphia, PA.
The Trust Operations Manager is expected to maintain a superior...
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Leads or supports client management activities with ultra high net worth clients and prospective clients. Responsible for the development and execution of a relationship...
Willow Street Group is recruiting a Controller to play a lead role in the financial management of Willow Street Group and its affiliate, Willow Street Trust Company. Based in...
The Associate Financial Planner position provides technical support for the Certified Financial Planner and Executive Director through the Family Financial Planning Office (...
Tax and Accounting Associate
DUTIES AND RESPONSIBILITIES
Prepare tax returns and calculate related estimated income tax payments for the following types of entities:...
We are a NYC based family office looking for a great House Manager / modern-day butler. This is a hybrid role of House Manager, Steward/Butler and Personal Assistant. This is...
The Company:
The company is headquartered in the greater Chicagoland area and is a well-established, private, family-controlled investment office that has been running...
Executive couple with homes in Manhattan and the Hamptons seeks to hire a Director of Residences to take over the complete oversight, management, and operations of their...
As an Investor Relations Associate, you will be responsible for the planning and execution of a comprehensive, proactive, fundraising and investor relations program,...
What You'll Do
- Build long-term client relationships and enhance existing relationships through quality client service, anticipating client needs, communication, client...