Family Advisory Associate
RDV Corporation
This job is no longer accepting applications
See open jobs at RDV Corporation.See open jobs similar to "Family Advisory Associate" Hello West Michigan.
Grand Rapids, MI, USA
Posted on Feb 6, 2026
The Opportunity
The Family Advisory Associate will support the team of Family Advisors in the coordination of financial services to provide a seamless delivery of outstanding client experiences and outcomes. This role requires the regular exercise of discretion and independent judgment in prioritizing work, resolving issues, coordinating across teams, and supporting client service needs in alignment with firm standards and objectives.
Our Unique Benefits
At RDV, we are intentional about enriching our culture and employee experiences through a unique blend of benefit offerings that include:
What You'll Do
Provide professional administrative support to the Family Advisory Team, including:
What You'll Bring
#IND123
The Family Advisory Associate will support the team of Family Advisors in the coordination of financial services to provide a seamless delivery of outstanding client experiences and outcomes. This role requires the regular exercise of discretion and independent judgment in prioritizing work, resolving issues, coordinating across teams, and supporting client service needs in alignment with firm standards and objectives.
Our Unique Benefits
At RDV, we are intentional about enriching our culture and employee experiences through a unique blend of benefit offerings that include:
- Robust health insurance options with competitive employer contributions.
- 401k retirement plan with a generous employer match of up to 7.5%.
- Grab and Go Deli/Market with employer-provided account credit of $650/year.
- Paid Time Off (PTO) starting at 22 days per year in addition to paid holidays.
- Fun culinary experiences and connecting with co-workers at monthly catered lunches, free of charge to employees.
- Employer paid parking in the heart of downtown Grand Rapids.
- Education and training reimbursement programs.
- Discounted memberships to MVP Sportsplex.
What You'll Do
Provide professional administrative support to the Family Advisory Team, including:
- Primary calendaring responsibilities for the Family Advisors, including scheduling appointments and proactively managing Outlook calendars.
- Preparing meeting materials and proactively prepping Family Advisors for upcoming commitments.
- Maintain organized electronic file storage for client documents.
- Maintain CRM and update electronic contacts and meeting notes.
- Keep all incoming emails organized and filed in proper email folders as assigned, supporting follow-up as necessary.
- Research, compile, and edit documents; create/edit presentations & other material/documents as needed.
- Assist with research and implementation of applications and other new technologies.
- Assist with travel arrangements and complete expense reports.
- Manage multiple priorities and deadlines with exemplary follow-through and confidentiality.
- Coordinate workflows with other RDV departments, branch offices, and client household staff, helping to ensure timely delivery and issue resolution.
- Support client bill payment and funds transfer workflows.
- Gathering and organizing relevant financial information from internal and external resources.
- Assist with financial planning, modeling, and reporting.
- Maintain database of prospective and existing personal investments and manage related document workflows, including subscription documents, tax documents, statements, and investment updates.
- Demonstrates a high level of social awareness, discretion, and emotional intelligence when working in close proximity with clients, adapting communication and conduct appropriately to different settings and situations.
What You'll Bring
- Bachelor’s degree or equivalent work experience
- Minimum of 3-5 years’ work experience in a complex professional services environment
- Ability to handle multiple priorities and deadlines with exceptional attention to detail, organization, confidentiality, and follow through
- Excellent verbal and written interpersonal and communication skills, with ability to collaborate effectively
- Demonstrated ability to exercise sound independent judgment, discretion, problem‑solving and analysis in support of professional services and outcomes.
- Leads with a servant heart; demonstrates top-level client service through a ‘no task is too small’ approach.
- Must be flexible to work an irregular schedule, including evenings, as needed.
- Excellent organizational skills with ability to initiate, prioritize, follow through on projects, work independently, and be self-directed.
- Proficiency in Microsoft Word, Excel, Power Point, Outlook, OneNote, Salesforce, and Internet research.
- Ability to interface effectively with all levels of co-workers, executives, Family members, and third parties in a professional manner with the highest level of confidentiality exercised at all times.
#IND123
This job is no longer accepting applications
See open jobs at RDV Corporation.See open jobs similar to "Family Advisory Associate" Hello West Michigan.
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