Santa Barbara Management · 2 months ago
Family Office Associate
Greater Chicago Area
Full-time
Onsite
Entry, Mid Level
2+ years expSanta Barbara Management (SBM) is a family office focused on providing comprehensive solutions for exceptional builders and their families. The Family Office Associate will support a small number of families by delivering high-touch client relationships, managing holistic client reporting, and assisting in financial administration and wealth strategy.
Asset ManagementFinancial ServicesWealth Management
Hiring Manager
Jana Goyette
Responsibilities
Maintain holistic client reporting, including full balance sheet, income statement, cash flow, and tax, trust and estate reporting. Prepare quarterly client reviews, ensuring accuracy and consistency across all data
Perform ad hoc analysis and reporting on behalf of clients and internal teams
Tackle bespoke projects on behalf of our clients, including analysis and reporting, personal financial administration needs, and research on how best to support their goals
Develop a strong understanding of taxes, portfolio construction, asset classes, investment products, macroeconomics, and professional communication
Cultivate a foundational understanding of trust and estate planning principles and structures. Assist with estate planning strategies such as gifting, promissory notes, trust and will development and implementation, etc
Support money movement and bill pay tasks for assigned clients with a focus on high-touch, seamless service
Drive high client satisfaction through excellent client service, exceptional communication, prompt follow-up on client issues and proactive problem solving
Ensure delivery of all services in an accurate, complete and timely manner with a hands-on approach
Operate with the utmost care and discretion, with a rigorous focus on client confidentiality, clear communication, and data integrity
Qualification
Required
2+ years of finance or wealth management experience
Exceptional organizational skills, attention to detail
Excellent written and verbal communication skills
Strong analytical and critical thinking skills
Ability to anticipate issues and prioritize multiple projects
Passionate about finance and client service
Ability to work in a fast paced, high-volume, high-pressure environment
Strong Excel, PowerPoint, and Word skills are a requirement
"No task is too small" mentality
Bachelor's degree with strong academic performance
Benefits
Medical, dental and vision coverage
401(k) retirement plan
Paid parental leave for all parents
Generous unlimited paid vacation
Flexible hours
Company
Santa Barbara Management
Santa Barbara Management is a multifamily office that offers wealth management services.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$10.3M2025-01-16Series Unknown· $10.3M
Company data provided by crunchbase