Required Back Office Specialist
About usl:
We are a leading multi-family office providing comprehensive wealth management services to high-net-worth families. Our services include investment management, financial planning, tax and estate planning, and family governance. We are committed to delivering personalized, client-focused solutions.
Job Summary:
The Back Office Specialist will play a crucial role in supporting the daily operations and administrative functions of the multi-family office. This position involves handling a variety of tasks related to client accounts, data management, reporting, and compliance to ensure the smooth operation of our services.
Key Responsibilities:
Client Account Management:
Maintain and update client information and records in the system.
Process new account setups, transfers, and closures.
Handle documentation for client transactions, including deposits, withdrawals, and wire transfers.
data Management:
Ensure accurate data entry and maintenance of databases.
Reconcile account statements and transactions.
Generate and distribute regular reports to clients and internal teams.
Compliance and Reporting:
Assist in preparing regulatory and compliance reports.
Ensure all activities comply with relevant regulations and internal policies.
Maintain up-to-date knowledge of compliance requirements and assist in audits.
Operations Support:
Provide administrative support to the investment team, including trade execution and settlement.
Coordinate with custodians, banks, and other financial institutions.
Assist in the preparation of client presentations and reports.
Technology and Systems:
Utilize office software and tools for data management and reporting.
Support the implementation and maintenance of financial software and systems.
Troubleshoot and resolve system issues as needed.
Client Service:
Respond to client inquiries and provide assistance with account-related questions.
Maintain high standards of client confidentiality and service quality.
Facilitate communication between clients and the operations team.
Application Process: Interested candidates are invited to submit their resume and cover letter, Please include "Back Office Specialist Application" in the subject line.
About usl:
We are a leading multi-family office providing comprehensive wealth management services to high-net-worth families. Our services include investment management, financial planning, tax and estate planning, and family governance. We are committed to delivering personalized, client-focused solutions.
Job Summary:
The Back Office Specialist will play a crucial role in supporting the daily operations and administrative functions of the multi-family office. This position involves handling a variety of tasks related to client accounts, data management, reporting, and compliance to ensure the smooth operation of our services.
Key Responsibilities:
Client Account Management:
Maintain and update client information and records in the system.
Process new account setups, transfers, and closures.
Handle documentation for client transactions, including deposits, withdrawals, and wire transfers.
data Management:
Ensure accurate data entry and maintenance of databases.
Reconcile account statements and transactions.
Generate and distribute regular reports to clients and internal teams.
Compliance and Reporting:
Assist in preparing regulatory and compliance reports.
Ensure all activities comply with relevant regulations and internal policies.
Maintain up-to-date knowledge of compliance requirements and assist in audits.
Operations Support:
Provide administrative support to the investment team, including trade execution and settlement.
Coordinate with custodians, banks, and other financial institutions.
Assist in the preparation of client presentations and reports.
Technology and Systems:
Utilize office software and tools for data management and reporting.
Support the implementation and maintenance of financial software and systems.
Troubleshoot and resolve system issues as needed.
Client Service:
Respond to client inquiries and provide assistance with account-related questions.
Maintain high standards of client confidentiality and service quality.
Facilitate communication between clients and the operations team.
Application Process: Interested candidates are invited to submit their resume and cover letter, Please include "Back Office Specialist Application" in the subject line.
Requirements:
Bachelor's degree in Finance, Accounting, Business Administration, or related field.
2+ years of experience in a back-office role, preferably within a wealth management or financial services environment.
Strong knowledge of financial products, markets, and regulatory requirements.
Proficiency in Microsoft Office Suite, particularly Excel.
Experience with financial software and CRM systems.
Excellent organizational and time-management skills.
Strong attention to detail and accuracy.
Effective communication and interpersonal skills.
Ability to work independently and as part of a team.
Bachelor's degree in Finance, Accounting, Business Administration, or related field.
2+ years of experience in a back-office role, preferably within a wealth management or financial services environment.
Strong knowledge of financial products, markets, and regulatory requirements.
Proficiency in Microsoft Office Suite, particularly Excel.
Experience with financial software and CRM systems.
Excellent organizational and time-management skills.
Strong attention to detail and accuracy.
Effective communication and interpersonal skills.
Ability to work independently and as part of a team.
This position is open to all candidates.
