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Provides administrative and client service support to a Client Advisory team. Responsibilities include processing cash transactions and bill payments, managing communications, calendars, travel, expenses, Salesforce records, client presentations, mailings, and documentation. Coordinates account openings, asset transfers, tax information, compliance requests, and client remittances while communicating with clients, advisors, CPAs, and internal departments.

Manages ultra-high-net-worth client relationships and coordinates services across investment, tax, trust, estate, philanthropic, and advisory teams. Responsibilities include client communications, meeting preparation, account administration, regulatory reviews, investment implementation, reporting, trust distributions, charitable gifts, and coordination with fiduciary counsel and tax professionals.

Provide administrative and client-facing support to the Real Estate Advisory Team: screen communications, manage calendars and travel, organize meetings and luncheons, draft and proof correspondence, document client interactions in Salesforce, prepare presentations and spreadsheets, submit expense reports, file documents, and support asset managers as needed.

Lead end-to-end Form 1042-S nonresident alien withholding and reporting, support 1099 reporting, drive reconciliations, data validation, automation, and controls; advise on cross-border tax events and partner with business, technology, and external stakeholders for system implementations and compliance.

The Senior Client Advisor manages client relationships, oversees a team, and provides investment management, tax, and estate planning services, while leading business development efforts.

The Client Advisor builds and maintains relationships with ultra-high net worth clients, ensuring effective service delivery across various financial areas.

The Assistant General Counsel will provide legal support for investment platforms, advise on regulatory matters, draft legal documents, and oversee compliance.

Lead evaluation, implementation, and ongoing support of public website and intranet platforms. Define architecture, integrations, content models, and governance. Act as hands-on technical lead for configuration, scripting, development, and vendor coordination. Ensure secure, scalable integrations with enterprise systems and oversee post-launch support and platform evolution while partnering with cross-functional stakeholders.

Provide high-touch service to ultra-high-net-worth clients by managing client communications, preparing meeting materials, assisting with investment program implementation and account administration, coordinating with internal teams (tax, investments, trust administration), and ensuring compliance and ongoing professional development.

Support ultra-high-net-worth clients by managing client communication, preparing meeting materials, assisting with investment program implementation and account administration, coordinating trust and account openings, monitoring cash and rebalancing, and ensuring compliance and continuing education in trust and fiduciary matters.