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Provide high-level administrative support to executives including complex calendar and travel management, stakeholder communication, information and expense management, meeting coordination, project support, and office operations while maintaining confidentiality and prioritizing competing requests.

Lead accounting and financial administration for ultra-high-net-worth families and related entities. Oversee preparation and review of financial statements, consolidated reporting, reconciliations, cash and treasury management, budgeting, investment accounting (Addepar), tax and estate planning coordination, and client relationship management to deliver customized family office financial solutions with strong controls and fiduciary oversight.

Process investment earnings, reconcile accounts in the trust accounting system, coordinate with investment companies, maintain records and compliance, and support other department tasks as needed.

Lead accounting and financial administration for ultra-high-net-worth families and related entities. Oversee preparation and review of financial statements, consolidated reporting, reconciliation of investments and banking, cash management, budgeting, tax and estate planning coordination, and client relationship management. Ensure internal controls, fiduciary standards, and integration with investment and tax advisors.

Support Trust Officers with trust administration, account onboarding/terminations, asset transfers, reconciliation, shadow accounting, and reporting. Coordinate with custody, accounting, and investment teams, resolve exceptions, ensure compliance with fiduciary standards, and maintain accurate client data across systems.

Reconcile daily cash, money market, DDA and custodial positions between the trust accounting platform and banks/custodians; prepare bank reconciliations, audit reports, custodial letters; track custodial fee revenue; test and review procedures and software enhancements; provide client support and serve as backup for peers.

Provide day-to-day coordination and administrative support for projects and process improvements: organize timelines, maintain documentation, communicate with stakeholders, schedule and document meetings, track action items, prepare reports, and support team goals. Transition to hybrid schedule (2-3 days/week) after training.