Back Office Specialist

About Wise Capital: We are a leading multi-family office providing comprehensive wealth management services to high-net-worth families. Our services include investment management, financial planning, tax and estate planning, and family governance. We are committed to delivering personalized, client-focused solutions.

Job Summary: The Back Office Specialist will play a crucial role in supporting the daily operations and administrative functions of the multi-family office. This position involves handling a variety of tasks related to client accounts, data management, reporting, and compliance to ensure the smooth operation of our services.

Key Responsibilities:

Client Account Management:

• Maintain and update client information and records in the system.
• Process new account setups, transfers, and closures.
• Handle documentation for client transactions, including deposits, withdrawals, and wire transfers.

Data Management:

• Ensure accurate data entry and maintenance of databases.
• Reconcile account statements and transactions.
• Generate and distribute regular reports to clients and internal teams.

Compliance and Reporting:

• Assist in preparing regulatory and compliance reports.
• Ensure all activities comply with relevant regulations and internal policies.
• Maintain up-to-date knowledge of compliance requirements and assist in audits.

Operations Support:

• Provide administrative support to the investment team, including trade execution and settlement.
• Coordinate with custodians, banks, and other financial institutions.
• Assist in the preparation of client presentations and reports.

Technology and Systems:

• Utilize office software and tools for data management and reporting.
• Support the implementation and maintenance of financial software and systems.
• Troubleshoot and resolve system issues as needed.

Client Service:

• Respond to client inquiries and provide assistance with account-related questions.
• Maintain high standards of client confidentiality and service quality.
• Facilitate communication between clients and the operations team.

Qualifications:

• Bachelor's degree in Finance, Accounting, Business Administration, or related field.
• 2+ years of experience in a back-office role, preferably within a wealth management or financial services environment.
• Strong knowledge of financial products, markets, and regulatory requirements.
• Proficiency in Microsoft Office Suite, particularly Excel.
• Experience with financial software and CRM systems.
• Excellent organizational and time-management skills.
• Strong attention to detail and accuracy.
• Effective communication and interpersonal skills.
• Ability to work independently and as part of a team.

Application Process: Interested candidates are invited to submit their resume and cover letter to [email protected] Please include "Back Office Specialist Application" in the subject line.