Private Wealth Management Specialist Job at First Recruiting, LLC, Tampa, FL

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  • First Recruiting, LLC
  • Tampa, FL

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.

Job Tags

Internship,

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