Must have experience in the investment, banking, and/or finance industry […]
Manage and organize key documents, including account statements and year-end tax information. […]
Set up new accounts in Black Diamond for client team review and finish set up upon receiving additional information from client teams. […]
Coordinate with internal teams and external partners to execute both small- and large-scale projects related to clients’ private investments. […]
Our Client is an independent multi-family office dedicated to serving clients at inflection points of wealth who are looking for a partner who...