Director, Family Office Services - Lead High-End Financial Services for Ultra-High Net Worth Clients
Employer
International Search Consultants
Salary
$150k-$175k (estimated pay)
Location
Philadelphia, PA
Employment Type
Full-time
Сategory
Financial Advisors
Description
Exciting opportunity for a Director of Family Office Services in Philadelphia to provide high-touch service to UHNW clients.
Qualifications
- Bachelors Degree in Accounting or Finance
- CTFA or CPA preferred
Responsibilities
- Provide strategic oversight for extended services for select portfolio of clients
- Review all new trusts and perform annual trust audits
- Provide strategic review of all money movements for UHNW clients
Keywords
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