Personal Finance Client Associate

Overview

Role focused on managing personal financial operations for high-net-worth clients.

Ideal candidate has 5+ years in financial operations with strong knowledge of U.S. personal finance systems.

Locations

• United States
• Mexico

Requirements

• 5+ years in client-facing financial operations
• Experience managing U.S. personal financial matters
• Bachelor's degree in Finance, Business, Accounting or related field preferred

Responsibilities

• Manage day-to-day operational workflows
• Handle high-trust financial transactions
• Support setup and administration of trusts and estate planning documentation

Benefits

• 15 days PTO
• Discretionary bonuses
• 100% remote work