Wealth Management Analyst

Lloyd Crescendo Advisors LLC

Lloyd Crescendo Advisors LLC

Wealth Management Analyst

Miami, FL
Part Time
Paid
  • Responsibilities

    As a Wealth Management Analyst for the firm, you will work with our investment advisors and Chief Investment Officer to bring in new clients and to serve existing clients. We recommend traditional, alternative and sustainable investments to our clients; protecting, managing and growing their wealth across generations. Specific responsibilities include:

    • Assist investment advisors in the day-to-day management of their existing clients, including daily monitoring of portfolios at different custodians as well as all other specific client requests (transfers, credit cards, etc);
    • Analyze client questions, requests and problems and provide appropriate responses and solutions for routine issues; accurate handling of administrative responsibilities and professional communications with clients;
    • Prepare investment proposals, portfolio allocation presentations and help in the creation of various Excel spreadsheets that will be used within the company;
    • Prepare client account opening documents for new clients, follow up with existing custodians and enter data into banking software (Redtail, BRT, etc.);
    • Provide research and data analytical support to the CIO as it relates to current or potential investment opportunities;
    • Develop and maintain a current knowledge of investment strategies and products;
    • Help in the organization of the office and assist advisors in ways that optimize procedures and ensure excellent customer service;
    • Accurately follow risk, compliance and Know Your Customer policies;
    • Monitor the various marketing channels of the company (Linkedin, website etc);
    • Attend various meetings, webinar and conferences and write reports.
  • Qualifications

    Attributes of a successful candidate for this position are as follows:

    • Undergraduate degree
    • US national or work permit (we are not looking to sponsor)
    • Strong organizational skills with the ability to multi-task.
    • Proficiency in Microsoft office programs including Excel, Power Point and Adobe PDF and Bloomberg.
    • Excellent communication skills and poise giving presentations
    • Well informed in current economic, political and financial subjects
    • Genuine interest in wealth management and client service including past internships in the industry
    • Strong initiative, energy and confidence completing projects with limited supervision
    • Multilingual skills are preferred (English and Spanish fluency – French would be a bonus)
  • Compensation
    $15 per hour
  • Industry
    Financial Services
  • About Us
    Lloyd Crescendo Advisors is a US-based SEC registered investment adviser that serves U.S. and international clients who are seeking global diversification for their investments and family wealth. We bring our expertise in traditional, alternative and sustainable investments to you.