OUR PEOPLE.
OUR MOST VALUABLE ASSET.
We’re always excited to add new team members who share our commitment to client success.
Baldwin Wealth Partners has pioneered innovative investment solutions for influential families, individuals, and affiliated foundations since 1974. View our current opportunities below.
Family Office Assistant
About this Role
The purpose of a family office is to manage, preserve and increase the family’s wealth for both current and future generations, while also providing for the family’s day-to-day running costs. Often the role of the family office assistant is to tackle traditional executive assistant duties, while also making sure that the family, or individual’s, specific needs and requirements are cared for. In one day, a family assistant might help manage financial report coordination and distribution as well as secure meals and transportation. The highest degree of professionalism, task management and discretion are required for this position.
The position is in Louisville, KY.