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Harrison Gray Search · 4 days ago

Family Office Senior Associate

Boston, MA

Full-time

Onsite

Senior Level

$100K/yr - $140K/yr

5+ years exp

Harrison Gray Search is recruiting for a premier Multi-Family Office that is entering a significant growth phase. The Senior Associate will serve as the operational backbone for complex client portfolios, facilitating transactions and improving service delivery in a non-client-facing capacity.

ConsultingRecruitingStaffing Agency

Responsibilities

Account Operations: Manage day-to-day transactions, including trade reconciliations, asset transfers, and account maintenance (retitling, opening/termination)

Workflow Management: Handle daily service tasks and investment paperwork managed through a workflow system and team distribution emails

Tax & Planning Execution: Process client tax payments, manage the tax document lifecycle, and handle RMD (Required Minimum Distribution) processes and payments

Alternative Investments: Process capital calls and redemptions, and track distributions

Client Gifting: Process charitable gifting under the direction of the client and the management team

Data & Compliance: Ensure CRM data (Salesforce/Practifi) remains up to date and assist clients in completing firm and custodian paperwork

Meeting Support: Assist with the production of client meeting materials and manage document storage on the company network

Qualification

SalesforceSeries 65 licensePractifiWealth ManagementAnalytical skillsProblem-solving skills

Required

A minimum of 5 years of related industry experience (Family Office, RIA, or Wealth Management)

Active Series 65 license (or equivalent) is required

Bachelor's degree (BS/BA)

Extensive knowledge of Salesforce, Practifi, or similar CRM software is essential

Exceptional analytical and problem-solving proficiency with the ability to prioritize conflicting priorities while maintaining a high degree of accuracy