Family Office Associate at Athena

📋 Description

• Provide financial analysis to support client decisions.
• Coordinate cash management, protection, and philanthropy efforts.
• Prepare reports, presentations, and client recommendations.
• Consolidate assets and performance reporting for families.
• Collaborate with accountants, tax, and advisors on wealth plans.
• Ensure precise, high-touch client service experience.

🎯 Requirements

• Bachelor's degree in finance, economics, accounting, or related field
• 4-6+ years in family office, wealth-management, or tax-related role
• Strong financial modeling and analytical skills; Excel and data tools
• Manage multiple priorities, confidentiality, and discretion
• Attention to detail and strong written/verbal communication
• Experience with Sage Intacct, Masttro and/or Addepar

🎁 Benefits

• Discretionary incentive compensation program
• Full benefits package: medical and life insurance
• Retirement plans and tax-free savings options
• Access to other healthcare programs