Client Advisory Associate - Family Office
Job Description
Overview:
Work independently, under general supervision, on dynamic and experienced client teams, as well as with external clients and advisors. This position also interacts with internal partners, external client representatives, and client vendors, with the support of more experienced team members. Supports financial data integration and reporting for ultra-high net worth family office clients, with the goals of assisting with superior client service, better organizing and educating clients, and helping the team provide high-level advice. Assists and participates in related projects as requested.
Primary Responsibilities:
Assist in the building, maintenance, and enhancement of the virtual family office platform, including financial and planning structure integration, data aggregation, and consolidated reporting through a leading technology solution
Ensure accuracy and integrity of financial data through auditing and reconciliation
Assist in maintaining digital storage of client documents and support portal functionality
Support team and client training to ensure effective and beneficial use of the digital platform
Assist in the provision of data and insights to investment advisors for foundational and complex investment analysis
Independently prepare customized financial reports tailored to family office relationships
Engage in effective verbal, written, and in-person communication with clients, external advisors, and internal partners
Assist in the overall delivery of the virtual family office platform service
Assist in cutting edge knowledge and support the improvement and implementation of existing and new processes related to family offices that enhance efficiency and effectiveness
Assist in departmental projects and continuous process improvement initiatives
Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management
Promote an environment that supports diversity and reflects the M&T Bank brand
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable
Complete other related duties as assigned
Scope of Responsibilities:
The position works independently under general supervision. This position interacts with internal partners, external custodians, external advisors, and clients.
Education and Experience Required:
Bachelor’s degree in Accounting, Finance, or related field with significant Accounting coursework, and a minimum of 1 years’ accounting, audit, and/or financial institution experience, or in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 years’ accounting, audit, and/or financial institution experience
Strong verbal and written communication skills
Strong analytical skills
Strong critical thinking skills
Strong problem-solving skills
Strong attention to detail
Strong interpersonal skills and prior experience thriving in a collaborative team environment
Knowledge and application of Generally Accepted Accounting Principles (GAAP)
Excellent personal computer skills
Thorough knowledge of accounting/financial software as well as spreadsheet, word processing and database software
Education and Experience Preferred:
Minimum of 3 years’ accounting, audit and/or financial experience
Master’s degree in Business Administration (MBA)
Certified Public Accountant (CPA)
Previous accounting work experience