Plancorp is seeking a diligent, detail-oriented individual to work with our existing team in advocating for a small number of ultra-high net worth clients.
The primary responsibility of the Family Office Assistant will be to provide bookkeeping, financial reporting, and administrative support to these clients .
The position requires strong attention to detail, discretion, and professionalism, as well as the ability to work closely with the client’s staff, including onsite support at the client’s office approximately twice per week in the Central West End Area of St. Louis .
Other responsibilities may include bill pay services and serv ing as the primary liaison between these clients and their custodians to open accounts, execute financial transactions, manage cash flow, etc. As with all positions at Plancorp specific duties will be adapted to our clients’ needs.
Proficien cy with QuickBooks , QuickBooks Online, Microsoft Excel, and other Microsoft Office applications.
