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Schneider Downs · 1 week ago

Private Family Office (PFO) Coordinator

Pittsburgh, PA

Full-time

Hybrid

Senior Level

5+ years exp

Schneider Downs is a trusted advisor in the professional services industry, providing accounting, tax, consulting, business advisory, and wealth management services. The Private Family Office (PFO) Coordinator will maintain regular communications with clients and manage various client-related tasks, ensuring their family-related needs are met while contributing to client and relationship management reporting.

AccountingConsultingFinancial ServicesWealth Management

H1B Sponsor Likely

Responsibilities

Develop and preserve trusting client relationships

Provide concierge financial services and support, including but not limited to bill pay and treasury management services, document management, tax data collection, charitable donor due diligence and family gifting monitoring, emergency and travel coordination, assistance with trust administration and insurance maintenance

Establish internal and external relationships with professional service providers to facilitate the delivery of an integrated client plan

Research and resolve client inquiries and requests independently and efficiently

Manage confidential information and maintain confidentiality

Maintain team members’ calendars and coordinate client meetings

Collaborate with other team members to achieve the goals and objectives of the client and PFO group

Qualification

Client relationship managementTreasury management servicesQuickBooks OnlineMicrosoft Office SuiteInterpersonal skillsOrganizational skillsCommunication skillsCritical thinkingDetail-oriented

Required

Bachelor's or associate degree; however, demonstrated related experience may be considered in lieu of degree

Minimum of five years of professional working experience

Preferred

Experience in a client support role

Familiarity with QuickBooks Online

Benefits

Competitive compensation

Insurance, including health, dental, and vision, that begin on day one

20+ days of paid time off and 13 paid holidays

Flex Fridays and office closures for summer and winter breaks

Parental leave, family care leave, and volunteer time

401(k) plans and profit sharing

CPA exam bonus, education assistance program, and pet insurance

Company

Schneider Downs

Schneider Downs is an accounting firm that provides auditing, taxation, wealth management, consultation and business advice.

Founded in 1956

Pittsburgh, Pennsylvania, USA

501-1000 employees

https://www.schneiderdowns.com/

H1B Sponsorship

Schneider Downs has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2024 (1)