Well established Chicago family office seeks accounting and finance professional to become an additional financial planner on our service team. This individual will work on all aspects of financial management, associated private equity deal transactions, and related cash management activities for G1, G2, and G3 members of three family lines (currently serving 14 separate family units and growing).  Individual should have strong communication and problem-solving skills, as well as detail orientation to manage financial reporting, accounting, and tax functions. 

PRIMARY RESPONSIBILITIES:

• Manage client relationships and provide financial planning services to family office clients, including working with next generation (G3) family members as they become standalone clients.
• Review internally-prepared quarterly meeting materials.
• Conduct quarterly meetings with family members, including reviewing a full net worth statement, cash flow projections, and investment purchase & sale information for individuals and estate planning entities.
• Provide private equity investment updates to family members on existing deals, and recommend appropriate investment amounts for new deals. 
• Manage cash flows for multiple individuals and entities, and their corresponding investments.
• Participate in estate planning process, including advising on existing entities/initiatives, as well as discussions involving the creation of new entities and/or use of other wealth transfer techniques.
• Assist with tax compliance and planning for individuals and trusts with outside accountants.
• Provide client follow up and other support to the two senior financial planners in the office.
• Interact with external family advisors, including bankers, attorneys, and accountants.

REQUIREMENTS:

• BA/BS in Accounting/Finance 
• CPA and/or CFP required
• Minimum of five years of direct financial planning experience
• Proficient computer skills, including well-versed in the use of Microsoft Excel
• Strong written and verbal communication skills
• Self-initiative
• Attention to detail
• Ability to multi-task
• Excellent organizational skills
• Team player
• Sense of professionalism
• Adheres to the utmost level of confidentiality