Family Wealth Coordinator

Arlington Family Offices is purpose built to independently advise complex, high net worth families.

Arlington’s model is built on curating the very best people – people families can trust for generations to come.

The Family Wealth Coordinator serves as a key member of the Wealth Planning team and is responsible for working with Family Wealth Advisors (FWAs) to enhance the lives of the families we serve.

Essential Duties and Responsibilities

• To successfully perform this job, an individual must be able to perform each essential duty satisfactorily. Please note that this position is not restricted to the responsibilities below, and the job scope and responsibilities are subject to change.
• Develop and maintain positive working relationships with clients and colleagues. Approach all interactions with a service mentality.
• Work with FWAs to support client families by participating in client meetings, documenting meeting minutes, tasks, and addressing ad hoc client questions and concerns.
• Assist with the intake of new clients to ensure their smooth transition to Arlington
• Manage and enter fund transfer requests from clients or FWA(s) including verifying wire instructions, accuracy of requests, and due diligence necessary to help recognize fraudulent requests
• Manage and enter new account requests, new client paperwork requests, and other adhoc requests as necessary to administer client relationships
• Assist FWA in documenting and managing follow-up necessary to ensure requests are completed in a timely manner
• Engage in client-centric, high touch, professional communication with clients as requested by the FWA(s)
• Arrange client, internal and other meetings as required to serve client families
• Gather and distribute materials in advance of meetings
• Coordinate with internal and outside tax accountants to facilitate the production of client tax returns
• Develop life and property/casualty insurance schedules and review periodically to ensure accuracy
• Prepare reports for, interface with, and respond to inquiries from FWAs
• Maintain organized electronic files
• Complete other requests as assigned.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
• Prior experience in wealth management, accounting, or client services is preferred
• Strong analytical skills with attention to detail and problem-solving capabilities
• Excellent communication and interpersonal skills, including the ability to clearly convey complex information
• Demonstrated ability to provide outstanding customer service and build trusted relationships
• Proficiency with financial software tools and Microsoft Office Suite, including Excel