Telos Family Office

OVERVIEW

• Company Name - Telos Family Office
• Position Title - Client Service & Operations Associate
• Position Type - Full-Time
• Location - 100% Remote

SUMMARY

Telos Family Office is an integrated financial services firm serving individuals, families, and businesses with wealth management, planning, tax, accounting, and insurance under one roof. We do what we say we are going to do - and our core values have driven a 99% client retention rate. We are searching for a Client Service & Operations Associate to become the operational heartbeat of the firm - owning the client experience, keeping client and firm calendars moving, and providing hands-on support across tax, operations, and executive workflows.

The preferred candidate is a highly organized self-starter who loves structure, follow-through, and variety. They must be warm and polished with clients, detail-exact behind the scenes, and willing to adapt as the firm grows. Success in this role will be determined by their ability to embrace the Telos Core Values, thrive in a fast-paced small-business environment, and integrate into the workflows of the team.

CORE RESPONSIBILITIES

• Serve as the firm's Director of First Experiences (DOFI) & own all inbound communication
• Own client & firm calendars - the client service cycle & the firm's internal meeting pulse
• Tax administration workflows - documents, client follow-ups, filing status & data entry
• Keep records clean & track open items to closure across all core technologies & workflows
• Provide executive support - calendar management, inbox triage, travel & non-client meeting prep
• Firm administration, vendor follow-through & special projects
• Most importantly - Exhibit our core values daily, live our purpose & HAVE FUN along the way!!

QUALIFICATIONS

• Core value alignment - Grit, Steadfast, Be Your Best, Purpose Driven, and Kaizen
• Experience in administrative, operations, or client service roles
• Proven track record of thriving in a fast-paced environment
• Ability to handle detailed work with a high degree of accuracy
• Financial services industry experience preferred

COMPETENCIES

• Strong attention to detail, highly organized & good follow-through to completion
• Warm, service-first communication with clients & teammates
• Excellent time management skills with an ability to adapt in light of changing priorities
• Successful in a fast-paced, small business environment & enjoys multi-tasking
• Comfort with juggling multiple software systems & competing priorities
• Demonstrated ability to work professionally both in a team & with all types of people
• Can engage in requisite regulatory compliance & maintain a high degree of confidentiality
• Takes independent action through sound decision-making skills
• Preferred familiarity with (1) Practice management technology - Microsoft Office, Salesforce, eMoney, etc., (2) Investment technology - Schwab, etc., & (3) Tax & accounting technology - CCH, QuickBooks Online, etc.

COMPENSATION

• Salary - Range of $55,000 - $75,000 depending on experience
• Variable Compensation - Bonus opportunities can be incorporated
• Health insurance - 75% employer paid
• Ancillary Insurance (dental, vision, STD, LTD, and life) - 100% employer paid
• Retirement Plan - 401(k) plan with 4% safe harbor match
• Resources - Access to financial planning tools and support; Annual education and / or credentialing investment; Access to annual vacation fund; Complimentary asset management & tax return filing.

Telos Family Office is a purpose-driven, fully integrated family office serving entrepreneurial families through financial planning, wealth management, insurance, tax, and accounting - all under one roof. As a Registered Investment Adviser, we are held to the fiduciary standard of care, and we hold even higher expectations for ourselves. Our ultimate aim is to help our clients build a better life, legacy, and community - one family, one company, and one plan at a time.

We bring that same intentionality to our team. Telos is a growing, 100% remote firm built on five core values: Grit, Steadfast, Be Your Best, Purpose Driven, and Kaizen. We hire, reward, and promote based on those values, and we invest in our people through structured onboarding, dedicated training, and clear paths to mastery. If you want to do meaningful work with a team that genuinely cares about clients and about you, we would love to meet you.