Senior Financial Consultant
Company: Matter Family Office
Posted on: May 28, 2023
At Matter Family Office, families are our number-one priority. We lead the way on a purpose-driven path that combines a family's goals and values with our technical excellence. By guiding families through strategies that foster communication, planning, and intentional decision-making around wealth, Matter helps the families we serve continue to thrive for generations.
Matter was founded in 1990 and has offices in St. Louis, Denver, and Dallas.
We view this position as the project management and coordination hub of our client engagements. You'll be ensuring successful execution of each assigned client's work plan through a combination of coordinating with Directors and Partners, interacting with clients, delegating and reviewing work, and completing follow-up items. You will engage with families on all Matter's services - Investment Management, Wealth Planning & Coordination, and Culture & Legacy.
This includes responsibilities such as:
All your information will be kept confidential according to EEO guidelines. Please note that we are unable to sponsor applicants for work visas.
Keywords: Matter Family Office, Dallas , Senior Financial Consultant, Accounting, Auditing , Dallas, Texas
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