Creative Financial Staffing | Wealth Management ...

Wealth Management Associate About our client: Our client is a boutique investment management firm located in Manhattan. They are working with high-net worth individuals and have been in business approximately 20 years. They're looking for a results driven administrative professional to join the team to support its Founder This role is a great stepping stone for someone who would like to get in to the Financial Planning space. Great atmosphere, great time to start as the company is growing and provides lots of room to learn other aspects of the business. Responsibilities will include: Client Services - Manage incoming request from high-net-worth clientele Open Accounts Retirement account questions Assist the owner with managing and administering the portfolio accounts Keep the Founder on track. flag urgent matters, assist with keeping him organized Screen calls Maintaining Licenses and keep records on compliance matters Liaise with insurance companies regarding policy matters Update spreadsheets in Excel as requested Other ad hoc tasks as may be assigned. What you bring to the role: 2+ years of supporting a C-Suite or office. Exposure to various online tools such as Charles Schwab or Salesforce is a plus Looking for a candidate who has interest in financial planning and has an outgoing personality

Created: 2024-11-25