Our client, a well established Wealth Management firm, with over 20 years of experience is seeking a motivated, responsible individual to perform day-to-day administrative duties. To be successful in this role, you must possess excellent interpersonal communication skills, self-initiated follow-through, and strong organizational skills. In return, you will find this position offers flexibility, a team atmosphere, and opportunities for knowledge-based growth.

The ideal candidate possesses strong analytical skills, exceptional follow-through, well organized, conveys a sincere interest towards clients, and provides consistency in performing procedures and policies.

Responsibilities include but are not limited to:

•    Preparing client review materials for review meetings.

•    Preparing and modifying financial plans for new and existing clients.

•    Preparing and modifying investment proposals for new and existing clients.

•    Preparing and processing paperwork needed for fee-based advisory accounts.

•    Discussing potential rollover opportunities from other retirement plans.

•    Reviewing and maintaining appropriate account asset allocations by proposing trades within accounts and acting on approved trades.

•    Monitoring, processing and following up on asset transfers and on initial and subsequent funding of accounts.

•    Participating in client meetings for financial or investment plan development and presentation.

•    Corresponding with clients to handle advisory related service issues.

•    Explaining advisory products or advisory performance to clients.

•    Gathering of data.

•    Case design and scenario building.

Compensation:

$60-75k per year plus bonus opportunity as well as a full benefits package.