Job Description

Responsibilities:

• Integral support for Senior Relationship Management team
• Proactively anticipate and address client needs. Promptly research and bring about resolution of all client issues.
• Prepare materials for client meetings
• Arrange new account packets and open new accounts
• Research client inquiries and bring about timely resolution
• Process cash transactions (checks, ACH, wires, journal transfers)
• Complete securities processing (purchases, redemptions, capital calls, pricing updates
• Run client statements, tax reports and ad hoc reports
• Provide documentation for clients’ annual reviews
• Manage clients’ tax payments, annual IRA contributions/required minimum distributions
• Achieve and sustain a balanced approach to managing risk by ensuring compliance controls and processes (regulatory, compliance, fiduciary) are integrated into daily activities

Knowledge and Skills:

• Bachelor’s degree from an accredited 4-year university
• 2+ years’ experience in financial services, investment management, or financial planning
• Internship in Wealth Management a plus
• Strong client service orientation
• Excellent organizational and analytical skills with an attention to detail
• Proficient with Microsoft Word, Outlook, Excel and Power Point
• Pleasant telephone manner and strong business writing skills
• It’s an asset if you have experience working with external custodians, such as Charles Schwab and Fidelity.

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