Client Operations Financial SpecialistOur client, an asset management firm, is seeking an experienced Client Operations Financial Specialist to support their high-net-worth clients. This full-time, onsite role offers an excellent opportunity to be an integral part of a collaborative, well-established team that values professionalism, attention to detail, and work/life balance.
Compensation: $100K-$130K with performance bonuses paid annually
*Potential offers vary based on experience level, qualifications
Applicants must be able to work onsite in Boston MA, 5 days per week to be eligible for this position.
Responsibilities:- Lead client bill payments, disbursements, and transfers, ensuring all transactions comply with firm protocols and approval procedures.
- Verify available funds before executing payment requests.
- Organize vendor payments and update relevant account information, including contact details.
- Oversee the annual assent process with meticulous attention to detail.
- Manage annual exclusion gifting, process gift transactions, and prepare quarterly letters.
- Administer multiple payrolls and checking accounts, ensuring accuracy and timeliness.
- Reconcile cash flows and resolve uncashed check inquiries efficiently.
- Support with charitable donation payments and coordinate related documentation.
- Collaborate closely with the Financial Manager on gifting spreadsheets, deposits, and other financial projects.
- Provide backup reception duties: answer calls, greet visitors, and cover phone forwarding as needed.
- Contribute to ad hoc trust administration activities and other projects as required.
Requirements:- 10-15 years of relevant experience in bookkeeping, accounts payable, gifting administration, and vendor coordination.
- Proven record of delivering precise work with exceptional attention to detail.
- Advanced proficiency in Excel, along with familiarity with Microsoft Office, and MS Access.
- Trust accounting experience is preferred.
- Strong communication skills, both written and verbal, with internal teams, clients, and vendors.
- Discretion in handling confidential personal and financial information.
- Service-minded with solid judgment, critical thinking, and a flexible, collaborative approach.
- Excellent organizational and time-management skills to prioritize work and meet deadlines independently.
- Interest in a long-term, family office environment; family office experience is a plus.
- Willingness to work additional hours as needed to accommodate urgent or seasonal demands.
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