Aurelius Family Office - Remote Work From Home Jobs & Careers

Remote Job Openings at Aurelius Family Office (2)

Financial Services Operations Associate

Aurelius Family Office · Full Time · a month ago

United States 5-10 yrs exp Finance

Manage client engagement, operational workflows, and administrative processes to support firm growth. This includes onboarding new clients, processing service requests, and maintaining accurate CRM records.

client-relationships crm communication microsoft-office operations client-service mailchimp

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Senior Director, Financial & Tax Planning

Aurelius Family Office · Full Time · 2 months ago

United States 10+ yrs exp Finance

Lead and execute comprehensive financial and tax planning objectives for high-net-worth clients by establishing standardized frameworks for wealth management. Supervise the financial planning team and collaborate with advisors to deliver strategic short- and long-term recommendations.

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