Wealth Administration Specialist Job at WE Family Offices, Coral Gables, FL

UkFmeVZnMzZUUDlnQ0syU1BKaWFBdnVCdGc9PQ==
  • WE Family Offices
  • Coral Gables, FL

Job Description

About WE Family Offices: With offices in New York and Miami, WE Family Offices is an award-winning independent, family office firm serving single family offices and ultra-high net worth families. The firm addresses the real-life wealth challenges families face. WE works with each family to help create a unique wealth enterprise to manage their wealth as they would a well-run company, helping them to effectively preserve, grow, and protect their wealth. WE is an independent advisory firm and is also one of just 30 firms listed on the Institute for the Fiduciary Standard’s Real Fiduciary™ Advisor Registry. To underscore their commitment to putting clients’ interests first, WE has become a Certified B Corporation, providing external validation of the firm’s commitment to balancing profit with purpose. Role Description: We are seeking a highly organized and proactive Wealth Administration Specialist to join one of our dynamic Advisor teams. In this role, you will help support ultra-high-net-worth (UHNW) client families, managing daily operations and assisting in key wealth administration projects and tasks.  The Wealth Administration Specialist will oversee cash management, tax filing preparations, KYC projects, and various operational matters, ensuring client solutions are executed efficiently and in a timely manner. This role requires strong attention to detail, problem-solving skills, and a proactive approach to managing pending items and ensuring timely and accurate completion. Essential Duties & Responsibilities Client Account and Transaction Management: Prepare and manage the implementation of letters of direction (LODs). Facilitate client account openings across multiple financial institutions, ensuring compliance with Know Your Customer (KYC) requirements. Manage client private equity subscriptions, capital calls, and distributions. Oversee the onboarding of client accounts into Addepar. Financial & Investment Administration: Monitor Canoe Intelligence reports for capital call notices. Obtain monthly statements from client’s custodians and other information as needed and requested by the Reconciliations Team Prepare cash flow reports, classify transactions, and create financial summaries using Excel. Assist in gathering and organizing tax-related documents for CPA firms and manage ongoing communication.   Operational & Administrative Support: Assists the Advisor team in executing clients’ requests and ensure timely follow-up and completion. Implement and track action items from meetings. Maintain and standardize document storage in client folders for consistency and accessibility. Prepare quarterly invoices for clients. Schedule and coordinate calls and meetings for the Advisor Team Preferred General Skills: Detail-oriented, have excellent organizational skills, and a habit of follow-up on tasks until completed Highly organized and capable of managing multiple priorities effectively. Excellent communication skills, both written and verbal. Self-motivated, proactive, and able to work independently Ability to work efficiently under tight deadlines Reecommended technical knowledge & skills: Proficient in Microsoft Word, Excel, PowerPoint and Adobe Acrobat Bachelor’s degree (business, finance, economics or related field) Fluent in Spanish - speak, read, and write Minimum of 5 years of experience in financial services industry, preferably in a client service role Experience with Addepar reporting software a plus Please apply directly at: WE Family Offices, LLC is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, disability status, or any other protected characteristic as outlined by federal, state, or local laws.

Job Tags

Local area,

Similar Jobs

Midwest Logistic Systems

Midwest Logistics Systems Dedicated truck driver Job at Midwest Logistic Systems

 ...Have a predictable daily home time work schedule. Drive the same out-and-back dedicated route and work with the same customers every day. Haul automotive parts in dry van trailers with newer trucks. Haul no-touch, mostly drop-and-hook freight. Work with onsite... 

Russell Tobin

Guidewire Developer Job at Russell Tobin

 ...Hi, Hope you are doing well, this is Shivam Singh from Russell Tobin/Pride Global. We are looking for Guidewire Policy Center Developer at Dallas, TX // Onsite . Please let me know if you are interested. Position - Guidewire Policy Center Developer... 

Swift Refrigerated

Dedicated Class A CDL Truck Driver - Home Most Nights! Job at Swift Refrigerated

 ...Illness CoverageSWIFT DEDICATED REFRIGERATED FLEETA Class A Driving Career for a LifetimeREQUIREMENTS:~Class A CDL, No experience required. Will Train~Must be 21 years or older~Subject to background screeningInterested in driving with Swift Refrigerated... 

Christensen Farms

Talent Acquisition Manager (Hybrid--Sleepy Eye, MN) Job at Christensen Farms

 ...Talent Acquisition Manager (Hybrid) Christensen Farms is one of the largest, family-owned pork producers in the United States, marketing approximately 3 million hogs per year. Headquartered in Sleepy Eye, Minnesota, our 50 year old company operates throughout the Midwest... 

In-Telecom

Client Success Manager Job at In-Telecom

 ...into a full-service technology company providing customized solutions for cloud telephone, voice over IP, managed IT services, video conferencing, cyber security &...  ...internet services, and more. We attribute much of our success to the ability to provide the best customer...