Private Family Office (PFO) Coordinator

As a trusted advisor in the professional services industry, you know what matters most to clients: Big thinking with a personal focus. You also know what matters most to your own success, including: career growth, work-life flexibility, leadership that cares about your ability to succeed, the opportunity to give and receive one-on-one coaching and mentoring, as well as learning opportunities that inspire professional development. Experience them all at Schneider Downs, where we’ve been providing accounting, tax, consulting, business advisory and wealth management services through our team of innovative thought leaders for over 65 years. Start building a career with people motivated to help you succeed—and enjoy more of what counts.

As the Private Family Office (PFO) Coordinator, you will be part of a learning culture that values quality and integrity, where you will be supported by Schneider Downs professionals and will work on multiple client accounts and a variety of client matters.

In this role, you will be responsible for maintaining regular communications with clients, their family members, and service providers to ensure that family-related needs are being met. You will also contribute to the client and relationship management reporting, various related projects, and initiatives both internally and client focused. This position requires strong multi-tasking skills to allow for the efficient and timely handling of client requests, cash accounts, and related treasury services. The ideal candidate will have a high degree of professionalism, business acumen, discretion, and interpersonal skills to interact with high-net-worth individuals while being a dedicated team member.

Learn more about our Private Family Office practice here: https://vimeo.com/696681861

Schneider Downs has embraced the hybrid work model, so this role will have flexibility working from home, as well as in the office.

WHAT YOU’LL DO

• Develop and preserve trusting client relationships
• Provide concierge financial services and support, including but not limited to bill pay and treasury management services, document management, tax data collection, charitable donor due diligence and family gifting monitoring, emergency and travel coordination, assistance with trust administration and insurance maintenance
• Establish internal and external relationships with professional service providers to facilitate the delivery of an integrated client plan
• Research and resolve client inquiries and requests independently and efficiently
• Manage confidential information and maintain confidentiality
• Maintain team members’ calendars and coordinate client meetings
• Collaborate with other team members to achieve the goals and objectives of the client and PFO group

WHAT YOU’LL NEED

Required:

• Bachelor’s or associate degree; however, demonstrated related experience may be considered in lieu of degree
• Minimum of five years of professional working experience

Preferred:

• Experience in a client support role
• Familiarity with QuickBooks Online

Other:

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Excellent client-facing, interpersonal, organizational and client service delivery capabilities
• Strong verbal and written communication skills
• Ability to work in a fast-paced, high intensity work environment
• Effectively manage multiple tasks with frequent interruptions
• Heightened critical thinking skills and innate curiosity to learn
• Self-motivated and detail-oriented with ability to prioritize and organize workflow

WHERE CULTURE COUNTS
At Schneider Downs, our culture is our identity. And it’s our culture of care that makes us unique. Even as we grow, we work hard to retain this culture to continuously promote a positive, supportive work environment through our core values: Care & Respect, Integrity, Be Great, Adaptive and We Not Me.

ENJOY MORE OF THE THINGS THAT MATTER MOST
- Competitive compensation
- Insurance, including health, dental, and vision, that begin on day one
- 20+ days of paid time off and 13 paid holidays
- Flex Fridays and office closures for summer and winter breaks
- Parental leave, family care leave, and volunteer time
- 401(k) plans and profit sharing
- CPA exam bonus, education assistance program, and pet insurance

A PLACE WHERE INCLUSIVITY COUNTS
Schneider Downs is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other protected characteristics. We believe a culture of care that celebrates diversity, equity, and inclusion contributes to a better company, better client services, and a better world.

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