We are a highly regarded financial services & consulting firm dealing with successful business owners, executives and professionals. We are looking for an engaging, resourceful, well-organized and motivated individual for long-term employment.
SPECIFIC RESPONSIBILITIES INCLUDE:
Working with custodians and third-party managers to open investment accounts. Filling out all opening documents and assisting the client in reviewing and signing the documents via DocuSign.
Working on transferring funds in and out of investment accounts as needed
Replying to investment client emails and calls with appropriate information.
Assisting in preparing for quarterly reviews by updating client’s risk tolerance questionnaire periodically and
obtaining quarterly review reports and other related information.
Contacting clients and companies through email and telephone as needed
Managing case files, including scanning, indexing and updating client files pursuant to established procedures
Maintaining a spreadsheet with all investment account activity.
Updating client information in database
Organizing electronic files in Box Cloud
Providing weekly report of cases to the CEO
Partnering with our office manager on various tasks as needed
Keeping your workspace organized
REQUIREMENTS:
Most of all – a positive outlook and desire to continuously learn and grow
Strong work ethic
Self-confident and able speak up as necessary
A strong sense of humility, maturity, and adaptability under pressure
Excellent computer skills – highly proficient specifically in Outlook, Word, Excel and Adobe Acrobat at a minimum
Organized with high attention to detail and excellent organizational skills
Punctual and excellent time management skills
Creative thinker with strong verbal and written skills
Self-starter with a high level of initiative and ability to work independently
Having prior experience in the investment industry is a plus
Commitment to keeping client data confidential
Polite, positive and professional with staff and clients
Look, act, and dress professionally
BENEFITS:
Bonus
Holiday pay
Sick pay
401-K
Cash Balance Plan
NOTES: This job description does not list all of the duties of the job. You may be asked to perform other instructions and duties.
WHAT'S NEXT? Recognizing that the skills and passion of our staff drive our continued success, we strive to hire top talent who share our vision and values. If you are interested in joining our team and finding your place at our firm, apply today.
Please submit your cover letter/resume in PDF format and list your salary requirements.