Client Services and Business Development Support Associate

Questmont Virtual Family Office operates as a boutique wealth management firm that prioritizes tailored client service. Based in Tampa and working onsite, the in-office team relies on a highly organized coordinator to manage relationships, track leads and prospects, and prepare client paperwork. This role provides essential administrative support to advisers and helps the practice stay proactive and well organized.

Location: Tampa, FL (onsite)

Responsibilities

• Manage and track centers of influence and partner relationships, including interactions, follow-ups, referrals, leads, and prospects
• Distribute and monitor thought leadership materials, invitations, newsletters, and other relationship-building items
• Publish approved thought leadership content on social media
• Maintain organized tracking systems for prospects, centers of influence, partners, and business development activities
• Ensure timely follow-up on leads and prospects and prevent items from slipping through the cracks
• Prepare and organize client paperwork, applications, signatures, and service requests, and track status
• Provide administrative, operational, and project support to advisers and the team

Requirements

• High level of organization and meticulous attention to detail
• Effective follow-through and prioritization abilities
• Adaptive to changing priorities
• Professional, discreet, and service-minded
• Proactive, with a collaborative approach and without needing to command the room
• Committed to learning, contributing, and delivering high-quality work
• Comfortable in a support role within a growing boutique firm

Technologies

• Microsoft Office
• Outlook
• Excel

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Vision insurance

Preferred Qualifications

• Experience in wealth management, financial services, or professional services is preferred
• CRM, pipeline tracking, or client service experience is 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.

Compensation

Salary: USD 45,000 - 55,000 per year