Client coordinator • aurora co
Matter Family Office is a multi-family office focused on helping families thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, a...Show more
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The average salary range is between $ 40,563 and $ 47,500 year , with the average salary hovering around $ 43,739 year .
The average salary range is between $ 34,125 and $ 55,000 year , with the average salary hovering around $ 40,000 year .
Matter Family Office is a multi-family office focused on helping families thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and Family Culture and Learning. Matter serves clients nationwide from our offices in St. Louis, Denver, and Dallas. We have been privately owned for 34 years and recently brought on a long-term capital partner (BW Forsyth Partners) to accelerate growth.
Matter associates blend a dynamic mix of disciplines and perspectives with the technical skills and expertise to tackle complex financial challenges in innovative ways. We thrive in an energetic, collaborative, supportive environment. Our culture blends accountability and trust with optimism and fun. We lead with integrity, approach our work intentionally, and build meaningful relationships with Matter families and each other.
As a Financial Consultant, you will bring your expertise and experience to our team and understand what Matter does for each of our families. You'll be ensuring the 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 & Learning.
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.
