Creative Financial Staffing

Wealth Management Associate. 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.. This role is a great stepping stone for someone who would like to get in to the Financial Planning space.. Exposure to various online tools such as Charles Schwab or Salesforce is a plus

wealth management associate

Wealth Management Associate 
About our client:
<ul>
<li>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.</li>
<li>They're looking for a results driven administrative professional to join the team to support its Founder</li>
<li>This role is a great stepping stone for someone who would like to get in to the Financial Planning space.</li>
<li>Great atmosphere, great time to start as the company is growing and provides lots of room to learn other aspects of the business.</li>
</ul>
Responsibilities will include:
<ul>
<li>Client Services -
<ul>
<li>Manage incoming request from high-net-worth clientele</li>
<li>Open Accounts</li>
<li>Retirement account questions</li>
</ul>
</li>
<li>Assist the owner with managing and administering the portfolio accounts</li>
<li>Keep the Founder on track.
<ul>
<li>flag urgent matters,</li>
<li>assist with keeping him organized</li>
<li>Screen calls</li>
</ul>
</li>
<li>Maintaining Licenses and keep records on compliance matters</li>
<li>Liaise with insurance companies regarding policy matters</li>
<li>Update spreadsheets in Excel as requested</li>
<li>Other ad hoc tasks as may be assigned.</li>
</ul>

What you bring to the role:
<ul>
<li>2+ years of supporting a C-Suite or office.</li>
<li>Exposure to various online tools such as Charles Schwab or Salesforce is a plus</li>
<li>Looking for a candidate who has interest in financial planning and has an outgoing personality</li>
</ul>

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