Job Description
Questmont Virtual Family Office is seeking a highly organized, detail-oriented, and adaptable Client Service & Business Development Support Associate to support our growing in-office team. This role is ideal for someone who enjoys execution, follow-through, organization, and learning the wealth management business from the inside. The position requires strong judgment, confidentiality, flexibility, and the ability to prioritize in a fast-moving environment. Key Responsibilities Manage and track Center of Influence/partner relationships, interactions, follow-ups, referrals, leads, and prospects Mail and track thought leadership pieces, invitations, newsletters, and relationship-building materials Post approved thought leadership content on social media Maintain organized prospect, Center of influence/partner, and business development tracking systems Help ensure leads, prospects, and follow-up items do not fall through the cracks Prepare, organize, and track client paperwork, applications, signatures, and service requests Support advisors and team members with administrative, operational, and special project needs Ideal Candidate The right candidate is: Highly organized and detail-oriented Strong at follow-through and prioritization Comfortable with changing priorities Professional, discreet, and service-minded Proactive without needing to control the room Focused on learning, contributing, and doing excellent work Comfortable in a support role within a growing boutique firm This is not designed as an immediate management-track role. Growth may be possible over time, but our current need is for someone who wants to become excellent in a critical support position and help the team execute at a high level. Preferred Qualifications Experience in wealth management, financial services, or professional services preferred CRM, pipeline tracking, or client service experience helpful Familiarity with Microsoft Office, Outlook, Excel, and social media platforms Strong written communication and organizational skills Ability to handle confidential information with care Work Environment This is an in-office role within a boutique, high-touch wealth management and virtual family office firm. The environment is professional, relationship-driven, and fast-moving, requiring someone who can stay organized, flexible, and focused on quality execution.xible, and focused on quality execution. Pay: $45,000.00 - $55,000.00 per year Benefits 401(k) 401(k) matching Dental insurance Disability insurance Health insurance Paid time off Vision insurance Work Location: In person