Overview
Family Office Services Senior Analyst Jobs in Dartmouth, Canada at MNP
Position: Family Office Services Senior Analyst Role
Join MNP as a Senior Analyst in Family Office Services, focusing on bespoke financial strategies for high net worth clients. Collaborate with cross-functional teams to enhance wealth management processes.
In this role, you will be part of MNP’s multi-disciplinary Family Office Services team dedicated to supporting high and ultra-high net worth families. Your responsibilities will include developing financial plans and strategies, coordinating project information, and improving processes and deliverables. High-level communication with clients will also be key to your success in this position.
Key Responsibilities:
• Develop financial plans tailored for high net worth clients
• Work with various professionals on client projects
• Deliver insightful reports based on financial analyses
• Engage in process improvements for efficiency
• Maintain updated templates and filing systems
Requirements:
• Completed or pursuing CFP certification
• 2-4 years of experience in personal finance
• Strong knowledge of financial planning software
• Proficient in Microsoft Office Suite
• Attention to detail and strong communication skills
Maximize your career potential in financial planning with MNP’s Family Office Services team.
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Title: Family Office Services Senior Analyst
Company: MNP
Location: Dartmouth, Canada
Category:
