04/18/2019
Wealth advisor firm’s ideal candidate is one that is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and expand their responsibilities in their role.
RESPONSIBILITIES:
Prepare quarterly client meeting materials, including investment performance reports and financial planning updates
Process client requests (wires, checks, journals, etc.)
Utilize various applications (Outlook, Salesforce, custodian websites, etc.) to obtain account information and execute service requests
Reconcile current client activity, fund transfers, and previous day’s activity to ensure accuracy
Open new investment accounts. Draft account applications and other required paperwork/forms for client signatures, and ensure all documentation is returned, completed, and approved
Prepare client correspondence
Gather/collect data, input and run financial planning reports
Other responsibilities that may be assigned, as needed
REQUIRED:
Strong phone skills
Excellent customer service
Strong Microsoft Office competency
Minimum 2 years’ experience in Financial Services
Experience in with a wealth management firm and/or an RIA preferred
Salesforce (CRM), eMoney, life license, series 6/7 experience a plus
