Associate Analyst, Family Office Advisory

Job description

Overview: The role provides high-level administrative, analytical, and project support to the Head of Wealth & Planning and Trust Services and plays a key role in supporting senior leaders. The position works independently under general supervision. This position interacts with internal partners, external custodians, external advisors, and clients. Key Responsibilities: Executive & Administrative Support: Research, Analysis & Family Office Support - Provide direct administrative support to the Head of Wealth & Planning and Trust Services, including complex calendar management, travel coordination, and expense management. - Support senior leadership through preparation of materials, meeting coordination, and follow-up actions. - Interact regularly with the Wealth Leadership Team and internal partners across Wealth Management. - Conduct research and identify relevant articles, industry trends, and data; summarize findings for leadership review. - Assist with Family Office analyst responsibilities, including data analysis, reporting, and ad hoc analytical support. - Support the overall delivery and enhancement of the virtual family office platform and related systems. Projects & Proce...