Associate, Family Office Services Team

Company DescriptionAlTi is the financial ideas company, delivering transformational solutions that create enduring value. We are a global wealth and asset manager, in the business of turning powerful ideas into high-performing strategies and solutions. Our clients are UHNW individuals and families, institutions, foundations, and family-led businesses. We offer a connected ecosystem of advice, solutions, and unique investment opportunities from across our global network. AlTi has over 400 employees and assets under advisement of $65 billion with access to substantial capital for further investments.

We are passionate about finding better ways to serve our clients. We approach problems with open-mindedness and a restless entrepreneurial spirit to deliver more for clients.

Our culture is rooted in curiosity. We support the unique qualities of each team member and the entrepreneurial spirit shared by all of us. We come from different backgrounds and offer different perspectives. We believe these differences make us better suited for a fast-changing world.

As a growing global firm with offices in ten countries on four continents, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.

To learn more visit alti-global.com.

Job DescriptionWe are looking for an Associate to join our Family Office Services Team. The Associate will be responsible for supporting the daily functions of a multi-family office for ultra-high net worth multi-generational families. As a valued member of the team, the Associate will work to directly support team members with daily tasks including maintaining client records, managing and synthesizing critical client data, gathering and tracking tax documentation for filings, research and execution of special projects, and delivering excellence to our clients. The ideal candidate will enjoy setting goals, have a meticulous attention to detail, thrive in a fast-paced environment and be accountable for delivering results.

Job ResponsibilitiesWork closely with the internal client team as well as the client’s third-party advisors and vendors to ensure timely and effective execution of private family office operational responsibilitiesAssist Advisors with full suite tax compliance coordination with the client’s CPA teams for all personal, business entity, charitable foundation, and fiduciary filingsUnderstand client transactions and financial statements to effectively synthesize information with the client accountant to ensure timely and accurate reportingSupport team members with Human Resource functions for the client’s employees including onboarding, benefits, annual salary reviews and conflict resolutionReview client invoices and work closely with bill pay team to ensure accurate and timely paymentEstablish and maintain organized personal and financial records for clientsAssist with the administration of grants for private family foundations and personal charitable givingAssist with facilitation of insurance renewals and reconciliation of scheduled itemsParticipate in research and execution of solutions for bespoke projects as assigned

QualificationsBachelor's degree in finance or business preferredMinimum of five years of related experienceStrong written and verbal communication skillsDemonstrate emotional intelligence with client communicationsHighly detail-oriented with the ability to self-reviewSelf-starter works with a sense of urgency and ownershipAbility to analyze and report on qualitative and quantitative dataAbility to organize, prioritize, and meet deadlines with minimal supervision and demonstrate flexibility with shifting prioritiesAdvanced Microsoft Office skills with emphasis on Word, Excel, Outlook, and PowerPointAbility to travel to perform additional tasks as needed

Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.