Family Office Services Analyst

Posted 6 days ago

Our Family Office Service employees are considered the trusted advisors to our ultra-high net worth clients. Therefore, this position requires client-interfacing and good conversational and multi-tasking skills are a must. The Analyst will be responsible for the completion of deliverables to the client and working directly with the Senior Analyst and Partners in performing the services offered to our clients. The Analyst will be supervised by the Senior Analyst and Partners.

Analyst Responsibilities:
• Responding to client and vendor inquiries
• Preparing and completing monthly reconciliations
• Obtaining a thorough understanding of the families and their needs
• Performing report reconciliations and completing monthly financial reporting
• Assisting with estate and gift tax filing and calculations
• Completing and analyzing client cash flows, asset valuations, financial and liquidity analysis
• Participating in recruiting events as needed
• Financial dashboard customization updates
• Assist with preparing family meeting reports and presentations
• Any other projects as assigned by the Senior Analyst/ Partner

Analyst Values & Objectives: At Saville, our identity is rooted in our core values (IMPACTS). Therefore, Analysts are required to possess or strive to develop the following values:

Integrity
• Develops strong and trusted relationships with clients
• Demonstrates knowledge of the family and their individual needs
• Understands the importance of actions and behaviors inside and outside to workplace, reflecting on own reputation and the firm’s reputation

Maintaining Balance
• Live our priorities of faith, family, and work in that order
• Fosters the firm culture through participation in community activities

Pursuit of Excellence
• Understands and complies with the department’s performance expectations, evaluation criteria, and training requirements
• Proactively solicits formal and informal feedback as well as developmental opportunities

Agility/Innovation
• Takes responsibility to develop others by sharing experiences
• Uses critical thinking to recognize issues, problems, and trends, and then proposes solutions

Collaboration/Teamwork
• Give constructive, yet candid, performance feedback to team members in an open, direct manner, completing evaluations for team members in a timely manner
• Actively participates in campus recruiting events
• Communicates expected, actual, and variances of time as well as availability
True Joy
• Positively represents the firm to enhance our reputation on campus and in the marketplace
• Has/develops a servant heart and displays a true passion towards helping the families
Service
• Promptly responds to client inquiry and requests
• Delivers high quality services and work product that are complete, timely, well organized, and require little rework and actively address management issues

Analyst Qualifications:
• A Bachelor or Master’s accounting or finance degree
• Proficient in Microsoft Office applications, particularly Excel, and QuickBooks
• Experience as a Junior Analyst or in positions requiring the company financial analysis
• Dedicated to superior client service
• Superior written and verbal communication skills with the ability to adapt style and messaging to effectively communicate with professionals at all levels with clients and within the firm
• Strong organizational skills and attention to detail
• Professionalism, dependability, integrity, and trustworthiness combined with a cooperative attitude
• Ability to multi-task while working independently and within a group environment

Benefits:
• Competitive pay plus paid overtime (or can use overtime as additional time off)
• Employer paid medical, dental, vision and long term disability
• 401k
• Vacation and personal time off
• CPA exam reimbursement
• Mentoring and Partner contact
• Bi-Annual performance reviews
• CPE
• Flex-time scheduling
• Dress for your day
• Work-life balance in a positive and supportive firm culture

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