TFO Family Office Partners, a full-service family office located in Phoenix, Arizona, is looking to expand our team. Since our formation in 2011, we have seen growth in both the number of client families we serve and the number of talented employees we need to serve them effectively. We are currently seeking a Portfolio Admin Specialist to help us deliver on our goal of helping families by Connecting Wealth and Purpose®.
Duties & Responsibilities
- Determining specific security trades to be made in client portfolios to implement directives from client advisors, considering the client’s target allocation, specific tax situation and other factors
- Entering trade instructions in portfolio accounting software (Tamarac Rebalancer)
- Maintaining the integrity and accuracy of data in portfolio accounting software
- Reconciling and documenting trade data
- Facilitating client cash movements as directed by client advisors
- Communicating with third-party custodians and external advisors
- Creating periodic reports for our management team and Chief Compliance Officer
Preferred Qualifications
- 2-4 years of financial services industry experience, preferably in the wealth management field
- Bachelor’s Degree in Finance, Accounting, Economics, or related field
- Familiarity with Tamarac Rebalancer, Salesforce and/or Portfolio Center applications
- Extremely detail-oriented, organized, and thorough
- Ability to prioritize effectively amongst a variety of tasks and manage deadlines effectively
- Excellent communication skills, both written and verbal
- A positive, service-oriented attitude
- A collaborative mindset to work effectively with other team members in a friendly, smaller-company, entrepreneurial environment
- Experience with Microsoft Excel in a financial context
- Series 65 license preferred
About TFO Family Office Partners
TFO’s mission is Empowering Families to Succeed by Connecting Wealth and Purpose®. Our pursuit of this mission is driven by five firm values: Care, Simplify, Help More, Play and Do The Right Thing.
We are committed to providing a challenging, rewarding, and most importantly, fun environment for our team members. We believe creating an enjoyable work environment for our employees allows them to give their best efforts each day to help our clients connect wealth and purpose.
TFO offers a competitive compensation and benefits package commensurate with qualifications and experience. Interested applicants should email their cover letter & resume to careers@tfofamilyoffice.com.
1325-2025-03
TFO Family Office Partners, is a Phoenix-based multi-family office serving ultra-high-net-worth families nationwide. Since our formation in 2011, we have seen growth in both the number of client families we serve and the number of talented employees we need to serve them effectively. We are currently seeking a Senior Investment Operations Associate to help us deliver on our goal of helping families by Connecting Wealth and Purpose®.
Responsibilities
- Open new client accounts at custodians, and serve as liaison with those custodians
- Open new client accounts with third-party investment managers, and serve as operational liaison with those managers
- Facilitate client wire requests, deposits and journals between custodial accounts as well as other cash movements requested by clients
- Process other account service requests initiated by advisors and/or clients
- Maintain our internal portfolio accounting system utilizing Tamarac applications, including individual account maintenance, security re-classification and communication with Tamarac
- Review and submit mutual fund and equity trades for client accounts to third-party brokerage firms
- Maintain documents and records according to SEC and FINRA requirements
- Find ways to expand the role to further help our advisors serve clients efficiently and effectively
Qualifications
- Five years or more of operational experience at a Registered Investment Advisor (RIA) or in another wealth management environment
- Bachelor’s degree from an accredited college or university
- Extremely detail-oriented, organized, and thorough
- Experience with Microsoft Excel in a financial context
- Experience with Salesforce, Tamarac Reporting, Tamarac Trading and/or Portfolio Center is helpful, as is experience with and capacity to learn other financial software
- Familiarity with compliance requirements of the Investment Advisers Act of 1940
- Ability to prioritize effectively amongst a variety of tasks and manage deadlines effectively
- Excellent communication skills, both written and verbal
- A positive, service-oriented attitude
- Series 65 License preferred but not required
About TFO Family Office Partners
TFO’s mission is Empowering Families to Succeed by Connecting Wealth and Purpose®. Our pursuit of this mission is driven by five firm values: Care, Simplify, Help More, Play and Do The Right Thing.
We are committed to providing a challenging, rewarding, and most importantly, fun environment for our team members. We believe creating an enjoyable work environment for our employees allows them to give their best efforts each day to help our clients connect wealth and purpose.
TFO offers a competitive compensation and benefits package commensurate with qualifications and experience. Interested applicants should email their cover letter & resume to careers@tfofamilyoffice.com.
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