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Boston Harbor Wealth Advisors

Family Office AssociateOnsite daily-Rochelle Park, NJExpense &amp; Cash Flow ManagementAbout Carbon Wealth AdvisorsWe are a boutique Wealth Management firm based in Rochelle Park, NJ. We work with a select group of high-net-worth individuals and families, providing personalized wealth management with a level of attention you simply won&rsquo;t find at a large firm. We&rsquo;re now building something new: a family office-style service that gives our clients a dedicated resource for the financial details that matter most to their day-to-day lives.That&rsquo;s where you come in.The RoleAs our Family Office Associate, you&rsquo;ll be the point person for expense management, cash flow oversight, and financial organization for a carefully selected group of our clients. This isn&rsquo;t a back-office role &mdash; you&rsquo;ll work directly alongside our partners and interact with clients who expect a high level of attention, discretion, and care.What You&rsquo;ll Do<ul><li>Track and organize client expenses across accounts and entities</li><li>Build and maintain cash flow and budgeting frameworks tailored to each household</li><li>Monitor liquidity so clients are always properly funded, and nothing falls through the cracks</li><li>Review spending patterns and identify irregularities</li><li>Coordinate with external advisors &mdash; CPAs, attorneys, and others in the client&rsquo;s circle</li><li>Prepare clear, polished reports summarizing spending, cash flow, and upcoming needs</li><li>Support clients with financial organization and the occasional ad hoc requests</li></ul>What We&rsquo;re Looking For<ul><li>3&ndash;6 years of experience in accounting, family office, or financial operations</li><li>Strong with numbers and even stronger with details</li><li>Highly organized and process-driven, but flexible enough to shift when priorities change</li><li>Comfortable &mdash; and genuinely good &mdash; interacting with sophisticated, high-net-worth clients</li><li>Someone who takes initiative without being asked and follows through</li><li>Discreet, professional, and trustworthy</li></ul>What we Offer<ul><li>Base salary $65,000-$70,000</li><li>401(k)</li><li>Health, Dental and Vision Insurance</li><li>Paid vacation</li></ul>Where This GoesWe&rsquo;re building this service line from the ground up, and the right person will have a real opportunity to shape it. As our family office offering grows, so can this role.Pay: $65,000.00 - $70,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: In person

Family Office Associate

Join Boston Harbor Wealth Advisors and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Boston Harbor Wealth Advisors

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Family Office Associate