Family Office Advisor
4 days ago
Roles & Responsibilities
**Family Office Advisor**
**Responsibilities**
- Direct support to Family Office Advisors in administrative and organisational aspects of client management
- Assist with documentation for client onboarding and ongoing maintenance
- Able to handle client communications and instructions
- Assist in preparation of client proposals
- Work closely with the Investment and Operations teams for client portfolio transactions and reconciliation
- Become an expert in using the company's consolidation and reporting platform to monitor portfolios
- Maintain high standards of integrity and confidentiality in all activities
- Adhere to company policies and procedures including regulatory responsibilities
**Requirements**:
- Tertiary education related to finance and economics is preferred
- 3-5 years experience in the financial profession role
- Advanced skills with Microsoft Office, Excel and Powerpoint
- Knowledge of Bloomberg or similar platforms is an advantage
- Ability to take individual responsibility whilst also being part of a team
- Good interpersonal skills
- Strong verbal and written communication skills
**About SUN Wealth**
SUN Wealth (SW) is a multi-family office that provides UHNW families and individuals with comprehensive wealth and legacy preservation solutions. Our holistic and independent approach recognises that passing down a legacy goes beyond financial wealth management to include an effective wealth transfer; preparing the next generation to take over; and passing on the family values to future generations.
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