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

YWRKaWJZVEE2U1NJenVDcEVSazdKNzRpOWc9PQ==
  • 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,

Similar Jobs

Keurig Dr Pepper Inc.

Truck Driver Class A CDL Bulk Job at Keurig Dr Pepper Inc.

 ...2 years of commercial driving experience ~ Must be able to operate a 10-speed manual transmission Company Overview: Keurig Dr Pepper (NASDAQ: KDP) is a leading beverage company in North America, with a portfolio of more than 125 owned, licensed and partner brands... 

VieMed Healthcare Staffing

Nephrology Physician Job at VieMed Healthcare Staffing

 ...Join Our Esteemed Healthcare Team as a Nephrology Physician Elevate your medical career by becoming a vital part of our renowned nephrology department. We are seeking a dedicated and highly skilled Nephrology Physician to provide exceptional inpatient and outpatient... 

AO Globe Life

Remote Benefits Consultant Job at AO Globe Life

 ...environment, and driven to earn based on performancenot politics. No experience? No problem. We hire for attitude and train for skill. Key...  ...willingness to take feedback What We Offer ~100% remote work with flexibility to manage your own schedule ~ Warm, pre-... 

RCM Healthcare Services

Paraprofessional Job at RCM Healthcare Services

 ...Paraprofessional (School-Based) Location: Pittsburg, CA Compensation: $18$25/hr (based on experience and skill set) Schedule: Full-time; hours vary depending on student age group We are hiring school-based Paraprofessionals in the Pittsburg area to support... 

Express Employment Professionals Defunct

Janitorial Worker Job at Express Employment Professionals Defunct

Job Full Description Express Employment Professionals Cincinnati NE is seeking a Janitorial Worker to fill a 1st or 3rd Shift opening in Sharonville , OH ! Responsibilities : General cleaning of the office space and laboratories Vacuum...