Job Description
ABOUT US
Virtus Family Office is an independent financial planning and investment advisory firm that seeks to empower private clients with the direction to build their wealth for every life stage, by turning complexity into clarity using a disciplined process.
We help high net worth families establish, manage and carry out their estate’s activities in various disciplines –such as taxes, estate planning, accounting, report consolidation, investment management, among others– with the goal of helping our clients set the best course for achieving their wealth objectives
We pride ourselves on our independence, which enables us to provide objective advice, without conflicts of interest. We are committed to acting in our clients’ best interests at all times.
ABOUT THE ROLE:
As the firm rapidly expands, we have some amazing career opportunities for self-motivated, team-oriented professionals.
We are currently looking for a Client Service Associate to join our team. As a Client Service Associate, you will be provided with the opportunity to be a part of a fast-growing firm in the wealth management industry, direct interaction with senior advisors and clients, and an intellectually curious work environment.
You are extremely detail-oriented with a passion for organization. You are always thinking of ways to make complicated tasks more efficient, while keeping a keen eye on the big picture. You grasp complex topics quickly and are adept at thinking on your feet to solve problems in a creative and holistic manner. You are a strong communicator who enjoys interacting with other people to address any issue that comes your way. You are excited to support internal/external partners and play a crucial role in keeping our business growing and running smoothly.
RESPONSIBILITIES
- Collaborate with business units to contribute to a cross functional work environment
- Assist with client fee calculation and payment processing
- Assist with Journal Entries, general ledger, conduct bank reconciliations and accounting issues.
- Compile financial statements
- Communicate results and trends to management
- Assume an integral role in the onboarding process for new clients as well as ongoing client management and communication
- Educate customers on how to use our tools and strategies to build stronger relationships and more complete product adoption
- Deliver an above-and-beyond customer experience through multiple channels including phone, email, and screen share
- Interact with external partners or customers on an as-needed basis to resolve operational inquiries on accounts and processes
- Assist in the organizational flow of client engagement, including meeting coordination, customized reporting and material preparation
- Coordinate with multiple departments including Operations, Investment Strategy, and Marketing to ensure that clients and advisors receive timely resolutions and materials
WHAT WE’RE LOOKING FOR:
- At least 3-4 years of industry experience, preferably in operations, finance, investing, corporate actions, or business administration
- Undergraduate degree in finance / economics / accounting / mathematics preferred
- Proficiency in Microsoft Office, with experience in data analysis and reconciliation
- Strong, concise written and verbal communication skills
- Driven self-starter, detail-oriented mindset and excellent organizational skills
- Strengths in working across disciplines to present and instantly build rapport with stakeholders.
- Comfort handling multiple priorities at once and problem solving on the fly in a creative and holistic manner
- Ability to work with a high degree of accuracy and multi-task throughout the day
- Fluent Spanish required
- Good intuition and ability to assess unclear situations with limited information, with an eye to always doing what’s best for our customers
- Experience with multiple broker-dealers preferred
- Series 65 preferred although not required
WHAT WE OFFER:
- Above market conditions
- High growth opportunities
- Possibility to establish own book of clients