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Wealth Management Analyst
1 month ago
The colleague will support branch and department colleagues on all aspects of the Wealth Management business, supporting both operations and client support. The role will collaborate with Portfolio Management teams to support new or existing clients, accounts, and assets. In addition the role will serve as a liaison between Client and its custodians to support all aspects of brokerage and trust accounts.
QUALIFICATION/ LICENSURE:
Work Authorization: Green Card, US Citizen, Other valid work visa(Only on W2).
Preferred years of experience: 2+ Years
Travel Required: No travel required
Shift timings: Not specified
WHAT DO YOU NEED TO SUCCEED Must-Have*
Bachelor's Degree or equivalent experience
Interest in banking, finance, accounts, or relevant fields
Skills and Knowledge
Excellent computer literacy with a proven proficiency in Microsoft Excel, Word and PowerPoint
Excellent verbal and written communications skills
WHAT WILL YOU DO?
Assist clients, partner Financial Advisors, Sr. Investment Consultant and Portfolio Manager Teams with client on-boarding and on-going client support.
Prepare paperwork of all new accounts and maintain records that houses all client, Financial Advisor, and partner firm contact information including the processing of all changes partner’s broker dealer and/or RIA changes.
Acts as a liaison with Client’s custodians; resolves problems and discrepancies related to cash transactions, including but not limited to incoming and outgoing wire transfers.
Responsible for processing investment transactions and reconciling account information.
Reviewing system records and client agreements to ensure company standards and client eligibility are met.
Able to verify accuracy, manage risk, resolve issues using multiple resources, account records and online systems
Provides back-up for other similar Wealth Management functions when required