Associate – Team Solutions

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist in client engagements under the guidance of a Senior Consultant

• Create and reorganize business entities

• Draft governance documents

• Implement mergers and restructurings for financial advisors

• Prepare and compile deliverables using templates

• Organize meetings, filings, and schedules

• Maintain project organization and ensure attention to detail

⛳️ Requirements

• Proficient in Excel at an intermediate to advanced level

• Strong familiarity with the Microsoft Office suite

• Experience with CRM systems (e.g., Salesforce)

• Ability to coordinate effectively with external parties

• Demonstrated accuracy and sound judgment in adhering to established processes

• Comfortable working primarily in a support capacity behind the scenes

• Willingness to both give and receive constructive feedback

• Intellectually inquisitive and motivated to master complex subjects

• Self-driven and proactive

• Bachelor's degree with 3 years of experience in a relevant field

🏝️ Benefits

• Opportunities for continuous learning and mentorship

• Frequent feedback to foster growth

• Chance to influence problem-solving approaches

• Genuine opportunities to impact our work