Job Description
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:
Qualifications
Additional Information
All your information will be kept confidential according to EEO guidelines. Please note that we are unable to sponsor applicants for work visas.