The Financial Consultant will coordinate client work plans, prepare financial documents, manage portfolios, and mentor junior staff. Engaging with families on various financial services is essential.

As a Client Services Lead, you'll coordinate client work plans, manage financial analyses, and ensure communication among teams and clients while maintaining organization in detail.

The Administrative Assistant will provide a variety of administrative and receptionist support, ensuring service quality and effective communication within the firm. Responsibilities include greeting guests, managing calls, coordinating deliveries, maintaining supplies, and assisting with various office functions and communications.

The Managing Director of People will guide the People function, aligning people strategies with business goals, leading talent acquisition, and ensuring compliance while fostering a diverse and thriving culture.