Associate Director, Family Office Job at Robert Half (Minneapolis)

Sales Associate - Business Office Associate

The Sales Associate (SA) contributes and supports the overall sales functions of...

Location

United States , Bellefontaine

Salary:

Not provided

Dewolfe Place

Expiration Date

Until further notice

Requirements

Associates degree preferred
One (1) years’ experience in an administrative sales or customer service role
Must demonstrate an interest in working with a senior population
Engages with guests, residents, and staff in a courteous and friendly manner
Supports organization's goals and values
Balances team and individual responsibilities
Exceptional telephone, administration, and customer service skills
Detail oriented and excellent organizational, time management and follow-through skills
Must demonstrate good judgment, problem solving and decision-making skills

Job Responsibility

Answers inbound sales calls, engaging with prospects/influencers to ascertain full contact information and perform the first level of discovery process
Greets tours, escorts to the Discovery Room while engaging with the prospects/influencers to create a smooth introduction to the Director of Sales
Manages the customer relationship management system including prospect/influencer data to ensure accuracy and completeness
Produces weekly, monthly, and quarterly sales reports in accordance with a schedule of reports or as requested
Assists daily in visiting model apartment(s) and tour path to ensure the community is ready for company, shows well and meets the model apartment standards including sight, sound, and scent
Makes outbound calls to prospects/influencers that demonstrate effective telephone sales skills resulting in the generation of a tour or mutually agreed upon next step
Monitors sales collateral to ensure inventory levels are appropriate, orders sales collateral through the online portal as needed
Organizes, coordinates, and assists in the planning and execution of the sales event calendar
Conducts tours as needed during sales coverage times or when other sales team members are committed to other prospects/influencers
Administers the “UPs” log as the gatekeeper of all new prospects to ensure equitable distribution of leads to the Director of Sales

What we offer

medical
dental
vision
life and disability insurances
paid time off
paid holidays
401(k) plan with company match
Employee Assistance Program
accident insurance policies

Fulltime

New

Associate Director of Client Services

Join a highly regarded wealth advisory and family office platform serving ultra-...

Location

United States , San Francisco Bay Area

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

4-7+ years of experience in wealth management, supporting ultra-high-net-worth clients and complex financial relationships
Strong understanding of investment and wealth management operations
Exceptional client service, communication, and relationship management skills
Ability to thrive in a fast-paced, evolving environment with significant autonomy
High level of professionalism, discretion, and attention to detail
Entrepreneurial mindset with a desire to grow into future leadership opportunities
Comfortable leveraging technology to manage complex client relationships, reporting, and workflows
experience with Salesforce, Addepar, and related wealth management platforms is a plus
Advanced Excel skills and strong overall technical proficiency

Job Responsibility

Serve as a key relationship manager and trusted point of contact for client families
Coordinate client onboarding, account setup, and ongoing service needs
Support investment operations, including alternative investments, subscriptions, redemptions, and portfolio administration
Manage client reporting, financial administration, and time-sensitive transactions
Coordinate with tax professionals, advisors, and family office stakeholders
Maintain compliance, KYC, CRM, and document management processes
Help improve workflows and contribute to operational efficiencies and technology initiatives

What we offer

Medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

New

Client Service Associate Director

A boutique wealth management firm is seeking a highly relationship-driven Client...

Location

United States , Sacramento

Salary:

100000.00 - 130000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

4–7+ years of wealth management, private wealth, family office, or related financial services experience
Proven experience supporting Ultra High Net Worth or complex family office relationships
Strong client relationship management skills with the ability to navigate sophisticated client needs
Exceptional communication, organizational, and problem-solving abilities
Bachelor's degree in Business, Finance, or a related field, or equivalent industry experience
Experience with wealth management technology platforms such as Addepar preferred
Familiarity with CRM and workflow management systems, including Salesforce and Asana, is a plus
Advanced proficiency with Microsoft Office applications

Job Responsibility

Serve as a trusted advisor and primary contact for high-net-worth and ultra-high-net-worth client relationships
Coordinate and oversee day-to-day client service activities, ensuring timely execution and exceptional client experiences
Manage complex client requests and act as the central point of communication across internal teams and external partners
Build strong relationships with clients and their advisors while maintaining a high level of responsiveness and professionalism
Drive operational efficiency and ensure follow-through on all client-related initiatives
Partner closely with senior leadership on strategic client matters and process improvements
Take ownership of client outcomes and help strengthen long-term client retention and satisfaction
Contribute to the continued growth and development of the client service function, with opportunities for expanded leadership responsibilities over time

What we offer

15–30% discretionary bonus
medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

New

Business Office Director

The Community Business Director (CBD) is responsible for managing and supervisin...

Location

United States , Plainview

Salary:

67000.00 - 77050.00 USD / Year

Atria Senior Living

Expiration Date

Until further notice

Requirements

Associate or bachelor’s degree in Accounting, Business, Finance or a related field and two (2) years of experience with business office functions
or an equivalent combination of education and experience
Three (3) to five (5) years in business office management, finance or accounting preferred
Working knowledge of general accounting, billing and collections and expense management practices
Working knowledge of federal and state employment laws
Able to clearly present information through the spoken word
Can accurately communicate, providing the necessary level of detail even under stressful or demanding conditions
Ensures a positive attitude and team orientation is exhibited in verbal and non-verbal communication
Past history of solid performance management skills, including the ability to communicate performance expectations, document performance conversations, coach and document performance issues and complete performance management expectations as guided by the Company
Able to perform budget analysis and variance reporting

Job Responsibility

Managing and supervising the business office functions at the community
Serving as the community’s primary resource for handling and managing questions/inquiries from residents and their families as well as from our own employees related to, among other things, cash receipts, billing, vendor payments, expenses, payroll and benefits
Coordinating and assisting with maintaining accurate employee payroll and benefits data and being expected to be able to explain and instruct employees regarding benefit options
Maintaining and overseeing specific processes for the collection and maintenance of resident data, which includes resident statement accuracy, review of resident agings, confirming level of care to billing accuracy, and resident demographic information
Responsibly managing and supervising all front desk/clerical personnel including scheduling, assignment, direction, performance review (including input on pay adjustments), hiring and discipline consistent with company policy
Assisting the Executive Director with managing the community’s operation by utilizing independent judgment and discretion to review and advise on billing issues, expenditures and budgetary matters for the community
Managing and directing all accounts receivable, to include pursuit and follow-up of unpaid balances
Ensuring correct coding of the community’s accounts payable and accruing expenses as needed
Directing collection of on-site employee data related to, among other things, demographics, payroll, employee benefits and employee leave administration
Ensuring employee files are maintained in accordance with Atria’s policies and procedures as well as federal, state, and local regulations

What we offer

Competitive Pay
Paid Holidays & PTO
Comprehensive Health Plans (medical, vision, dental, company paid short term and long term disability, voluntary benefits such as critical illness coverage)
Career Advancement Opportunities
Tuition Reimbursement (up to $5,250 a year for full-time employees for approved courses toward degrees and certifications)
Employee Loyalty Rewards Program
Retirement Savings Plan with Employer Match (Traditional 401(k) and Roth options, 50% match on a percentage of savings after one year of service)
Rewards & Recognition
Health & Safety

Fulltime

Business Office Director

Location

United States , East Northport

Salary:

67000.00 - 77050.00 USD / Year

Atria Senior Living

Expiration Date

Until further notice

Requirements

Associate or bachelor’s degree in Accounting, Business, Finance or a related field and two (2) years of experience with business office functions
or an equivalent combination of education and experience
Three (3) to five (5) years in business office management, finance or accounting preferred
Working knowledge of general accounting, billing and collections and expense management practices
Working knowledge of federal and state employment laws
Able to clearly present information through the spoken word
Can accurately communicate, providing the necessary level of detail even under stressful or demanding conditions
Ensures a positive attitude and team orientation is exhibited in verbal and non-verbal communication
Past history of solid performance management skills, including the ability to communicate performance expectations, document performance conversations, coach and document performance issues and complete performance management expectations as guided by the Company
Able to perform budget analysis and variance reporting

Job Responsibility

Managing and supervising the business office functions at the community
Serving as the community’s primary resource for handling and managing questions/inquiries from residents and their families as well as from our own employees related to, among other things, cash receipts, billing, vendor payments, expenses, payroll and benefits
Coordinating and assisting with maintaining accurate employee payroll and benefits data and explaining and instructing employees regarding benefit options
Maintaining and overseeing specific processes for the collection and maintenance of resident data, which includes resident statement accuracy, review of resident agings, confirming level of care to billing accuracy, and resident demographic information
Responsibly managing and supervising all front desk/clerical personnel including scheduling, assignment, direction, performance review (including input on pay adjustments), hiring and discipline consistent with company policy
Assisting the Executive Director with managing the community’s operation by utilizing independent judgment and discretion to review and advise on billing issues, expenditures and budgetary matters for the community
Managing and directing all accounts receivable, to include pursuit and follow-up of unpaid balances
Ensuring correct coding of the community’s accounts payable and accruing expenses as needed
Directing collection of on-site employee data related to, among other things, demographics, payroll, employee benefits and employee leave administration
Ensuring employee files are maintained in accordance with Atria’s policies and procedures as well as federal, state, and local regulations

What we offer

Competitive Pay
Paid Holidays & PTO
Comprehensive Health Plans
Career Advancement Opportunities
Tuition Reimbursement
Employee Loyalty Rewards Program
Retirement Savings Plan with Employer Match
Rewards & Recognition
Health & Safety

Fulltime

Associate Director of Client Services

Join a highly regarded wealth advisory and family office platform serving ultra-...

Location

United States , San Francisco Bay Area

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

4-7+ years of experience in wealth management, supporting ultra-high-net-worth clients and complex financial relationships
Strong understanding of investment and wealth management operations
Exceptional client service, communication, and relationship management skills
Ability to thrive in a fast-paced, evolving environment with significant autonomy
High level of professionalism, discretion, and attention to detail
Entrepreneurial mindset with a desire to grow into future leadership opportunities
Comfortable leveraging technology to manage complex client relationships, reporting, and workflows
experience with Salesforce, Addepar, and related wealth management platforms is a plus
Advanced Excel skills and strong overall technical proficiency

Job Responsibility

Serve as a key relationship manager and trusted point of contact for client families
Coordinate client onboarding, account setup, and ongoing service needs
Support investment operations, including alternative investments, subscriptions, redemptions, and portfolio administration
Manage client reporting, financial administration, and time-sensitive transactions
Coordinate with tax professionals, advisors, and family office stakeholders
Maintain compliance, KYC, CRM, and document management processes
Help improve workflows and contribute to operational efficiencies and technology initiatives

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Client Service Associate Director

A boutique wealth management firm is seeking a highly relationship-driven Client...

Location

United States , Menlo Park

Salary:

100000.00 - 130000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

4-7+ years of wealth management, private wealth, family office, or related financial services experience
Proven experience supporting Ultra High Net Worth or complex family office relationships
Strong client relationship management skills with the ability to navigate sophisticated client needs
Exceptional communication, organizational, and problem-solving abilities
Bachelor's degree in Business, Finance, or a related field, or equivalent industry experience

Job Responsibility

Serve as a trusted advisor and primary contact for high-net-worth and ultra-high-net-worth client relationships
Coordinate and oversee day-to-day client service activities, ensuring timely execution and exceptional client experiences
Manage complex client requests and act as the central point of communication across internal teams and external partners
Build strong relationships with clients and their advisors while maintaining a high level of responsiveness and professionalism
Drive operational efficiency and ensure follow-through on all client-related initiatives
Partner closely with senior leadership on strategic client matters and process improvements
Take ownership of client outcomes and help strengthen long-term client retention and satisfaction
Contribute to the continued growth and development of the client service function, with opportunities for expanded leadership responsibilities over time

What we offer

15-30% discretionary bonus
medical, vision, dental, and life and disability insurance
company 401(k) plan

Fulltime

Business Office Director

The Community Business Director (CBD) is responsible for managing and supervisin...

Location

United States , Falmouth

Salary:

62000.00 - 71300.00 USD / Year

Atria Senior Living

Expiration Date

Until further notice

Requirements

Associate or bachelor’s degree in Accounting, Business, Finance or a related field and two (2) years of experience with business office functions
or an equivalent combination of education and experience
Three (3) to five (5) years in business office management, finance or accounting preferred
Working knowledge of general accounting, billing and collections and expense management practices
Working knowledge of federal and state employment laws
Able to clearly present information through the spoken word
Past history of solid performance management skills
Able to perform budget analysis and variance reporting
Proficient in using Microsoft Office and ability to operate standard office equipment

Job Responsibility

Managing and supervising the business office functions at the community
Handling and managing questions/inquiries from residents and their families as well as from our own employees related to cash receipts, billing, vendor payments, expenses, payroll and benefits
Coordinating and assisting with maintaining accurate employee payroll and benefits data
Explaining and instructing employees regarding benefit options
Maintaining and overseeing specific processes for the collection and maintenance of resident data
Managing and supervising all front desk/clerical personnel
Assisting the Executive Director with managing the community’s operation
Managing and directing all accounts receivable
Ensuring correct coding of the community’s accounts payable
Directing collection of on-site employee data

What we offer

Competitive Pay
Paid Holidays & PTO
Comprehensive Health Plans
Career Advancement Opportunities
Tuition Reimbursement
Employee Loyalty Rewards Program
Retirement Savings Plan with Employer Match
Rewards & Recognition
Health & Safety

Fulltime

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Associate Director, Family Office

Job Description

Job Responsibility

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