Business Management Analyst

Business Management Analyst

Athletes and entertainers generate a lifetime of earnings over a short period of time. Managing those earnings is critical for their financial security now and in the future. For more than 30 years, OFS has helped athletes and celebrities manage their wealth—from the signing of their first contract, through retirement and beyond. As an independent wealth management family office we pride ourselves on helping clients understand their finances so they can enjoy the lifestyle they have worked so hard to earn.

We are looking for a tenacious, detail-oriented self-starter to join our team as a Business Management Analyst in McLean, VA. 

Roles & Responsibilities:

• Process invoices, ACH/wire requests and bank transfers daily
• Handle deposit of client income and scanning expenses daily
• Reconcile client bank accounts monthly
• Act as point of contact for multiple financial advisors and OFS team members on client questions, payment status, misc. transactions etc.
• Process client reports on as needed basis
• Assist in research and clearing of outstanding payables and receipts
• Provide general administrative support for the OFS team
• Coordinate special projects as needed

Required Qualifications:

• Degree in Finance, Accounting or Business; relevant experience in personal financial planning or wealth management a plus
• Ability to prioritize workload, balance tasks and follow projects through completion
• Excellent interpersonal skills, accuracy, attention to detail and ability to work independently
• Strong digital literacy and previous experience with Customer Relationship Management (CRM) systems, specifically SalesForce and Agilink
• Excellent oral and written communication skills

For consideration please submit your résumé and cover letter on-line at www.ofswealth.com in the “Careers” section.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Octagon is proud to be an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability or protected veteran status.

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