Tbg | The Bachrach Group
Provides recruitment services in various sectors, specializing in executive search and staffing solutions.
Private Wealth Manager
Manage client relationships, reporting, tax and trust services for high‑net‑worth clients.
Job Highlights
About the Role
We’re seeking a detail-oriented and client-focused Manager, Family Office Services (FOS) to join our Baltimore team. Reporting to the Senior Manager, FOS, you’ll support high-net-worth clients with reporting, Tax, and Trust & Estate planning. You’ll also guide and mentor staff while ensuring the delivery of top-notch client service. • Ensure timely delivery of reporting and services. • Foster continuous improvement through feedback and proactive problem-solving. • Support team development, performance, and technical training. • Maintain organized records of executed documents. • Review work products for accuracy and completeness. • Assist with ad hoc accounting, HR, and tax projects. • Manage client relationships and serve as the first point of contact for elevated service requests.
Key Responsibilities
- ▸reporting
- ▸client management
- ▸team development
- ▸document management
- ▸work review
- ▸project support
What You Bring
• Strong written, verbal, and mathematical skills. • QuickBooks & MS Excel proficiency. • High attention to detail and self-motivated. • Experience: 2–4 years in a similar role. • Ability to multitask and manage multiple clients in a fast-paced environment. • Education: Bachelor’s degree in Finance or Accounting. • Excellent project management and team collaboration skills.
Requirements
- ▸quickbooks
- ▸excel
- ▸bachelor’s
- ▸project management
- ▸math skills
- ▸multitasking
Benefits
Be part of a collaborative team where your expertise directly impacts clients’ financial success. You’ll have the opportunity to grow professionally, mentor junior staff, and make a meaningful difference in the lives of our clients.
Work Environment
Office Full-Time