Client Services Associate
Waveland Family Office, LLC Waveland Family Office, LLC Deerfield, IL Deerfield, IL Full-time Full-time $65,000 - $70,000 a year $65,000 - $70,000 a year 17 hours ago 17 hours ago 17 hours ago Waveland Family Office, LLC (WFO) is a multifamily office based in Northbrook, IL and soon moving to larger offices in Deerfield, Illinois.
WFO is a Registered Investment Advisor that represents various high net worth families and provides traditional family office services such as investment management and wealth planning, tax preparation, trust and estate strategy and implementation, cash management, and other services.
The primary mission of WFO is to serve our clients in the highest manner possible.
WFO is looking to add a Client Services Associate as we continue to expand our team.
Opportunity The position offers an excellent opportunity for an individual with strong intellect, financial acumen, professional integrity, and excellent communication skills.
Responsibilities include:
Daily interaction with clients.
Preparation of various reports.
Maintenance and organization of documents and records.
Creation, coordination and tracking of brokerage accounts.
Preparation of deposits and bill paying.
Tax Return e-file and correspondence.
Processing of annual filings.
Bookkeeping.
Working with custodians of assets.
Coordinating information with other professionals.
Location Northbrook, Illinois through 5/1/24 and then moving to Deerfield, Illinois (office hours flexible).
Qualifications The individual should have the following
Qualifications:
Excellent verbal and written communication skills.
Exhibits the presence, poise and professionalism to represent WFO effectively in all interactions.
Proficient in Microsoft Word and Excel.
Understanding of Quicken and/or QuickBooks.
Compensation An industry competitive package will be offered, including a comprehensive benefits plan and 401(k) matching.
Job Type:
Full-time Pay:
$65,000.
00 - $70,000.
00 per year Compensation package:
Bonus opportunities Schedule:
8 hour shift Day shift Monday to Friday Work Location:
Hybrid remote in Deerfield, IL 60015.
Estimated Salary: $20 to $28 per hour based on qualifications.
WFO is a Registered Investment Advisor that represents various high net worth families and provides traditional family office services such as investment management and wealth planning, tax preparation, trust and estate strategy and implementation, cash management, and other services.
The primary mission of WFO is to serve our clients in the highest manner possible.
WFO is looking to add a Client Services Associate as we continue to expand our team.
Opportunity The position offers an excellent opportunity for an individual with strong intellect, financial acumen, professional integrity, and excellent communication skills.
Responsibilities include:
Daily interaction with clients.
Preparation of various reports.
Maintenance and organization of documents and records.
Creation, coordination and tracking of brokerage accounts.
Preparation of deposits and bill paying.
Tax Return e-file and correspondence.
Processing of annual filings.
Bookkeeping.
Working with custodians of assets.
Coordinating information with other professionals.
Location Northbrook, Illinois through 5/1/24 and then moving to Deerfield, Illinois (office hours flexible).
Qualifications The individual should have the following
Qualifications:
Excellent verbal and written communication skills.
Exhibits the presence, poise and professionalism to represent WFO effectively in all interactions.
Proficient in Microsoft Word and Excel.
Understanding of Quicken and/or QuickBooks.
Compensation An industry competitive package will be offered, including a comprehensive benefits plan and 401(k) matching.
Job Type:
Full-time Pay:
$65,000.
00 - $70,000.
00 per year Compensation package:
Bonus opportunities Schedule:
8 hour shift Day shift Monday to Friday Work Location:
Hybrid remote in Deerfield, IL 60015.
Estimated Salary: $20 to $28 per hour based on qualifications.
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