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.

Internship,