O.F.O. Partners is shorthand for “Our Family Office”. We are a Boston-based independent wealth management firm helping entrepreneurs and their families to capture the full potential of their financial success. We integrate investment counsel, financial administration, and planning. Together, we deliver superior outcomes and simplify everything for our client families.

Job Title
Client Administration & Support

Position
We seek a new teammate to join our growing business. In this role, the individual will oversee an array of client service activities. Responsibilities include document preparation, vendor relations, calendar management, internet research, compliance management, and oversight of communications strategies. This position includes lots of direct interaction with clients as well as relationship-building within and outside of the Firm.

Qualifications

· Organized and curious

· Analytical and attentive to detail

· Effective at communicating verbally and electronically

· Independent and comfortable with self-directed discovery

· Interested in investment and wealth management dynamics

· Familiar with Microsoft Office and willing to learn additional technologies

Other

Some flexibility to work remotely

Part-time or flex-time available

Quincy, MA headquarters location

contact info@ofopartners.com

617–829–8800