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Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$75k–$105k/yr
Full-time
bachelor degree
Dental insurance, Vision insurance, Short term disability insurance, Long term disability insurance, Life insurance, Medical insurance cost sharing
Visa sponsorship available
Posted 10d ago
~40 hrs/week
Responsibilities
The associate will design and prepare client financial reports, exhibits, and summaries while contributing to strategic planning and research. They will also handle special analyses such as estate flow diagramming and cash flow forecasting for high-net-worth clients.
Requirements
A Bachelor’s degree is required for this role, with 1–3 years of experience in a similar position preferred. Candidates must demonstrate strong organizational skills, attention to detail, and the ability to work effectively with senior stakeholders.
Full job description
The Family Office Practice is a group within Ballentine Partners, focused specifically on clients with investable assets above $30million. We provide objective investment and financial planning advice to our clients. We are a fee-only Registered Investment Advisor.
In thisrolethe candidate will not onlybe responsible forthe technical tasks below but will alsohave the opportunity tolearn the soft skills necessary to be successful in their interactions with people at all levels.
Designing and preparing client financial reports andexhibitsfor client meetings
Collecting, compiling, andevaluatingraw data from multiple sources to produceaccuratefinancial summaries
Contributing to strategic thinking on client team byidentifyingand elevating strategic planning issues and opportunities
Identifyingand researching client issues under supervision
Handling special analyses and projects for client teams (estate flow diagramming, cash flow analysis, forecasting, etc.)
Researching financial planning topics to enhance firm’s knowledge management resources
Other duties as assigned
The right candidate will be someone who:
Can learn new things quickly
Can take initiative and act proactively (i.e.,anticipatesproblems, raises suggestions)
Can take direction from multiple sources and prioritize a variety of tasks daily
Can work both independently and in a team structure with a diverse group of people
Can juggle and prioritize a variety of tasks daily
Is highly organized witha very strongattention to detail
Is comfortable working with senior stakeholders and sophisticated clients
Has high professional standards, judgment, and discretion
Hasstrong communicationskills, verbal and written
Has excellent interpersonal & relationship skills including a positive attitude
ABachelor’s Degreeisrequired. 1 –3years of experience in asimilarrole is preferred.
Ballentine Partners offers a wide array of benefits completely paid for by the firm including dental, vision, short term disability, long termdisabilityand lifeinsuranceas well as cost sharing on medical insurance. We offer extensive time off benefits including vacation time, unlimited personal sick time, paid family sick leave, paid parental leave, sabbaticals, community time off and so much more. We have a corporate matching program as well as support certifications and continuing education for our team members.On top of all this, Ballentine is a family friendly and flexible work environment.Our culture is collaborative and built on supporting each other to grow not only the business but each other as well.
Ballentine Partners compensation is made up of a base salary and performance bonus. The salary range for this position is $75,000 to $105,000 and iscommensuratewith experience. Performance bonuses are based upon company and personal performance and are paid out annually.
We will sponsor applicants for work visas.
Ballentine Partners is an Equal OpportunityEmployerand weare dedicated toprovidingan inclusive environment for all employees.All employment isbased uponqualifications, merit, and businessneed.We encourage applications from those who share our commitment to promoting a diverse, welcoming, and inclusive community.
As an independent multi-family office, Ballentine Partners’ mission is to help
families achieve their aspirations, build their legacy, and live the life they want to live. We measure success not just as a financial outcome, but also as a human outcome.
Serving a broad range of clients, from individual professionals and entrepreneurs with $4 million in liquid assets to multigenerational families with over $1 billion, we build customized investment solutions integrated with deep planning expertise.
We have delivered client-centric planning and sophisticated investment advice for the past four decades. We are dedicated to serving client families worldwide and providing objective advice focused on our client's best interests.
Offices: 230 3rd Ave Fl 6, Waltham, MA 02451, US · 15 N Main Street, Unit 1, Wolfeboro, NH 03894, US · 3801 PGA Blvd, Palm Beach Gardens, Florida 33410, US
Wealth PlanningInvestment ManagementFamily Education and Financial CounselIntergenerational Wealth Transfer StrategiesFinancial PlanningWealth ManagementFamily Well-beingand Family OfficeBankingConsulting
How many Administrative jobs are open in Boston, MA right now?
There are currently 2,884 open administrative positions in Boston, MA listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Administrative roles in Boston, MA?
Companies currently hiring include Mass General Brigham, BOSTON MEDICAL CENTER, BOSTON, MassDEP, Anna Jaques Hospital, Boston University College of General Studies, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Administrative jobs in Boston, MA?
Yes — 832 of the 2884 open administrative positions offer remote or hybrid work (116 remote, 716 hybrid).
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