Job Details

This position will play a vital role in supporting Wealth Advisors by providing administrative, financial, technical, and organizational services.

Responsibilities

• Supporting Wealth Advisors in delivering services to clients, with the potential to lead less complex client relationships.
• Providing organizational support by assisting with client onboarding, information management, and coordinating with external service providers.
• Preparing customized financial reports and analyses for clients and creating presentation materials to convey recommendations.
• Assisting in preparation for client meetings, documenting discussions, and managing follow-up actions.
• Updating trade sheets during investment implementations and providing support as needed across client teams.

Qualifications & Requirements

• Bachelor's degree
• CFP designation
• Family Office Experience, a plus
• 4-6 years of relevant experience
• Proficiency in Microsoft Office, especially Excel
• Strong integrity and ability to maintain confidentiality.
• Excellent team player with strong communication skills
• Detail-oriented with excellent analytical and organizational abilities.
• A proactive approach to work, with the ability to take ownership of projects and see them through to completion.

Competencies

• Advanced knowledge of financial planning concepts and processes
• Strong understanding of investment offering, investment analysis, and building client portfolios
• Developing others
• Relationship/Practice Management

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