Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $90,000 - $110,000 per year
A Bit About Us
We are a wealth management firm that has been in business for 30 years. We offer a full service experience for our clients from investments to tax services as well as a cohesive team environment allowing our team members to achieve their fullest potential.
Why join us?
Competitive base salary
401k match of 4%
Full health benefits
Flexible hours outside of tax season
Hybrid schedule - Monday through Thursday in office and Fridays at home
Holiday bonus
Life Insurance
FSA
Job Details
~ WHAT YOU BRING TO THE TEAM ~
Has worked closely with advisors that have a book of business in excess of $250M
Strong knowledge of finance, accounting, and wealth management principals
Experience in client interactions regarding investment servicing, opening accounts in varying degrees of complexity, manage incoming/outgoing asset transfers, and money movement transactions
Adherence to financial regulatory guidelines
Ability to field multi-topic inquiries, work with other departments in completing tasks and track current work in progress through to completion
Understanding of Portfolio Performance Reports and identify and resolve errors in reporting
Technical skills to analyze financial transactions and identify discrepancies
Demonstrate loyalty, exceptional work ethic and consistency
Master at Planning and Organization
Analysis of Financial Data
Self-Starting, Self-Management and takes Personal Accountability for work
Customer Focused and Results Oriented
Flexible, Problem Solver and Adapts to Change
Thrives under pressure and can manage high-work volume
Microsoft Applications (Outlook, Excel, PowerPoint, Word, Teams)
**Preferred Series 65**
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Seniority level
Not Applicable
Employment type
Full-time
Job function
Finance and Sales
Industries
Banking, Financial Services, and Accounting
Referrals increase your chances of interviewing at Jobot by 2x