TBG | The Bachrach Group · 2 days ago
Private Wealth Manager
Baltimore, MD
Full-time
Onsite
Entry, Mid Level
$115K/yr - $150K/yr
2+ years expTBG | The Bachrach Group is seeking a detail-oriented and client-focused Manager, Family Office Services to join their Baltimore team. The role involves supporting high-net-worth clients with reporting, tax, and trust & estate planning while guiding and mentoring staff to ensure top-notch client service.
B2BCrowdfundingFinancial ServicesHuman ResourcesInsuranceStaffing Agency
Responsibilities
Manage client relationships and serve as the first point of contact for elevated service requests
Review work products for accuracy and completeness
Support team development, performance, and technical training
Ensure timely delivery of reporting and services
Maintain organized records of executed documents
Assist with ad hoc accounting, HR, and tax projects
Foster continuous improvement through feedback and proactive problem-solving
Qualification
Required
Bachelor's degree in Finance or Accounting
2–4 years in a similar role
QuickBooks & MS Excel proficiency
Strong written, verbal, and mathematical skills
Ability to multitask and manage multiple clients in a fast-paced environment
Excellent project management and team collaboration skills
High attention to detail and self-motivated
Commitment to delivering exceptional client service
Company
TBG | The Bachrach Group
For over 50 years, TBG has stood as a leader in the staffing and recruiting industry.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Scott Bachrach
Chief Operating Officer
Evan Price
District Director- Long Island
Recent News
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