Wealth Management Client Assistant

Wealth Management Client Assistant
B|O|S, United States

Experience
1 Year
Salary
0 - 0
Job Type
Job Shift
Job Category
Traveling
No
Career Level
Telecommute
No
Qualification
Bachelor's Degree
Total Vacancies
1 Job
Posted on
Mar 15, 2021
Last Date
Apr 15, 2021
Location(s)

Job Description

Summary (Overview):

The Client Assistant’s primary role is to provide administrative support to the Client Services Team, Portfolio Managers and Principals as directed. From time to time, this may include direct client contact.

Responsibilities/Essential Functions:

  • Prepare account applications and other custodian paperwork for clients.
  • Assist with client cashiering needs such as wires, checks, Moneylinks, etc.
  • Compile client materials, reports, and presentations. (i.e., Annual reviews)
  • File and / or scan client documents.
  • Prepare paperwork, checks, and other materials for sending to custodians
  • Create client files both paper based and electronic.
  • Maintain contact information in the CRM, setting up prospects, clients, COIs and other relationships.
  • Develop working knowledge of firm systems, including Black Diamond and the CRM.
  • May be asked to assist with data entry and maintenance of internal reports.
  • Provide Notary Public services to clients, if applicable.
  • Provides backup reception and phone coverage.
  • Help with special projects and other administrative tasks as needed.
  • Demonstrate professional, ethical, and courteous conduct in responsibilities and dealings with clients, prospects, COIs, B|O|S colleagues, and other business entities with which B|O|S has a relationship. This includes compliance with legal, professional and established firm standards of conduct. Uphold the B|O|S values as work is performed.

Competencies:

  • Interpersonal Communications
  • Detail-Orientation/Quality Focus
  • Time-Management
  • Analytical Skills
  • Customer Focus
  • Organizing Skills
  • Business or Job-Specific Knowledge
  • Team Orientation
  • Learning/Growth Ability
  • Clerical/Technology Skills

Requirements

  • BS/BA degree from an accredited college or university, or equivalent experience required.
  • Proficient in Microsoft Office applications.
  • Interest in the wealth management industry.
  • Strong ability to communicate effectively with people at all levels within the firm and with custodians.
  • Ability to proactively solve problems.
  • Interest in growing and developing his/her skills.
  • Self-starter who can be equally effective and productive working from home or a B|O|S office as needed.
  • Possess Notary Public Commission or obtain one within six months of hiring.

Benefits

Benefits include medical (PPO and HMO options), dental, vacation and sick time off, paid holidays, commuter checks plan, 401(k) with matching, charitable giving contributions, education expense reimbursement for business related courses and exams (CFA/CFP) prep.

Job Specification

Job Rewards and Benefits

B|O|S

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