Wealth Client Service Director

Director of Operations Multi-Family OfficeBoca Raton, FLOverviewMulti-Family Office seeks a Director of Operations to join a boutique, collaborative team serving a sophisticated client base, reporting directly to the COO. Opportunity to manage the financial operations, compliance, client servicing and administrative functions.HighlightsWork with a sophisticated family-office client base in a highly personalized service environmentOpportunity to improve workflows and processes in an open-door environment that welcomes initiative and individual contributions are visible and meaningfulManage and process client servicing requests, including cash transfers, bill payments, monitoring cash flow, funding, and financial planning activitiesAssist in preparing asset allocation worksheetsOpportunity to grow with an expanding firm and take on broader responsibility over time.Significant compensation package including competitive base salary and profit and performance-based bonuses.Requirements5+ years of wealth management operations and/or client service experienceExceptional organizational skills, attention to detail, and follow-throughFull-time, in-office presence in Boca Raton2246