Family Office Associate

A client of Robert Half is seeking a Family Office Associate to support the administrative, financial, and organizational functions of a private family office. This role is designed for a career professional with 2+ years of experience who demonstrates strong judgment, attention to detail, and the ability to manage and maintain sensitive financial information.The position combines executive support with financial documentation and reporting coordination, as well as coordination of estate planning and entity-level matters. It offers a structured pathway toward expanded financial and operational leadership.

The information below covers the role requirements, expected candidate experience, and accompanying qualifications.
Core ResponsibilitiesExecutive & Administrative SupportManage calendars, scheduling, and meeting coordinationPrepare correspondence, reports, and presentation materialsMaintain, organize, and safeguard digital and physical filing systemsServe as a liaison with accountants, investment advisors, legal counsel, and other professional service providersSupport special projects and evolving operational initiativesFinancial Reporting & Documentation SupportAssist in compiling and organizing information for personal financial statementsMaintain structured schedules of assets, liabilities, and related entitiesPrepare financial summaries and reporting materials for reviewCoordinate documentation requests from external advisorsMaintain organized and secure records for trusts, LLCs, and related structuresSupport tracking of financial planning initiatives and documentation processesResearch and report on assigned topics
QualificationsRequired2+ years of professional administrative and financial support experienceHigh discretion, integrity, and professionalismKnowledge of basic accounting conceptsExcel skillsStrong organizational and analytical skillsIn-office presence a minimum of 4 days per week (Chicago near west suburbs)
PreferredBachelor’s xzbcwsv degree in Accounting, Finance, Business, or a related fieldExperience supporting financial reporting or professional advisorsFamiliarity with trusts, estate planning concepts, or entity structuresExperience in a private office, professional services, or investment environmentFluency or working proficiency in Italian
Position DetailsSalary expectations in the $70K–$80K rangeBenefits (medical, dental, vision and 401k with match) and competitive vacation days
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