Overview
Senior Family Office Analyst Jobs in Brandon, Canada at MNP
Position: Senior Family Office Analyst at MNP
Drive impactful financial strategies with MNP’s Family Office Services as a Senior Analyst. Focus on supporting wealth planning for high net worth individuals in a vibrant team environment.
MNP is seeking a Senior Analyst for its Family Office Services team. This role is ideal for those interested in high-net-worth wealth planning and advisory. You’ll prepare financial plans, work closely with various service lines, and contribute to process improvements while engaging clients in meaningful financial discussions.
Key Responsibilities:
• Prepare financial strategies for high net worth clients
• Collaborate with professionals on multiple service line projects
• Communicate information effectively and deliver comprehensive reports
• Assist in process improvements and manage deliverable systems
• Support independent financial advisory tasks and client meetings
Requirements:
• Enrolled in or completed CFP curriculum
• 2-4 years in personal finance-related roles
• Proficiency in Microsoft Excel, PowerPoint, and Word
• Experience with financial planning software preferred
• Strong communication and time management skills
Bring your analytical prowess and financial expertise to MNP and shape the future of wealth management.
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Title: Senior Family Office Analyst
Company: MNP
Location: Brandon, Canada
Category:
