Wealth Management Associate

Qualifications, skills, and all relevant experience needed for this role can be found in the full description below.
Why You Want to Work HereJoin a sophisticated and growing financial advisory practice that is committed to providing thoughtful, well informed financial guidance and exceptional service. This small, close knit office values its employees as much as its clients and maintains a strong culture centered around ethics, integrity, collaboration, and intellectual curiosity.This is an excellent opportunity for someone who enjoys building relationships, staying organized, and developing their knowledge of financial planning and investment services.
ResponsibilitiesAnswer incoming phone calls in a professional and friendly mannerSchedule and confirm client meetings, follow up calls, and other client interactionsRespond to client emails promptly and professionallyPrepare and maintain administrative paperwork for client accounts and relationshipsCreate account opening and maintenance paperwork and follow up to ensure completionMaintain investment account documentationPrepare transaction and cashiering paperwork for cash distributions and contributionsReview, enter, and maintain client financial information across multiple software platformsSupport systems including RedTail, Addepar, eMoney, and AlbridgeEnsure new accounts and transactions are processed accurately, efficiently, and on timeAssist with additional administrative and client service responsibilities as needed
RequirementsBachelor's degree or higherStrong commitment to xzbcwsv providing exceptional client serviceFriendly, flexible, and professional attitudeGenuine interest in supporting and building relationships with clientsExcellent organizational and time management skillsSelf starter with strong problem solving and independent thinking skillsExcellent verbal, written, and interpersonal communication skillsInterest in financial planning and investment advisingProficiency with Microsoft Office SuiteCFP® or CFP® candidate preferred