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Family Office Client Service Associate
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Full-time
- Recognized as a "Best Place to Work" for the 7th year in a row by the Business Intelligence Group, Trust Point Inc. of Minneapolis, MN. is looking to hire a full-time Family Office Client Service Associate in our Family Office department.
- We offer a complete line of benefits including on-site workout facility, a very generous 401k and profit-sharing plan.
- Our CEO embodies our supportive culture and has an open-door policy.
- As a Family Office Client Service Associate you arrive each day ready to build and maintain the relationship between our company and our ultra-high net worth clients.
- You are a key component of our family office team and will utilize your organizational skills, attention to detail and knack for numbers to assist in the production of financial related documents including monthly/quarterly reports, estimated tax payments, cash and income flow projections, financial plans, business financial statements, and estate tracking support.
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