We have other current jobs related to this field that you can find below
-
Wealth Management Analyst
2 months ago
Newark, United States Phaxis Full timeA global financial firm is looking to hire a handful of Wealth Management Analysts to join their team in Newark, DE!This is an exciting opportunity with a reputable firm and lots of room for growth! Apply now for more details.** Entry level - recent college graduates eager to get their foot in the door within the Financial Services industry are encouraged to...
-
Wealth management analyst
2 months ago
Newark, United States Randstad Full timeAssist 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...
-
Wealth Management Analyst
1 month ago
Newark, United States Magnit Full timeThe 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...
-
Entry-Level Assistant Manager
4 weeks ago
Newark, United States MMG Full timeJob DescriptionJob DescriptionAre you seeking an organization that provides a phenomenal growth opportunity for those few who embody an entrepreneurial spirit? Do you thrive in a fast-paced environment?Our entry-level Assistant Manager opening is an excellent opportunity to join an industry leader and grow with us in an environment that is both challenging...
-
Entry Level Management Trainee
4 weeks ago
Newark, United States Ursa Innovations Full timeJob DescriptionJob DescriptionAre you ready to make a change in your career? Are you ready to catapult yourself and your skillset to the next level? Ursa Innovations is searching for an entry-level Management Trainee who is looking to do just that! As a top leader in the Sales, Marketing, and Business Consulting industry, we take great pride in leading with...
-
Entry Level Management Trainee
3 months ago
Newark, United States Ursa Innovations Full timeJob DescriptionJob DescriptionAre you ready to make a change in your career? Are you ready to catapult yourself and your skillset to the next level? Ursa Innovations is searching for an entry-level Management Trainee who is looking to do just that! As a top leader in the Sales, Marketing, and Business Consulting industry, we take great pride in leading with...
-
Entry Level Assistant Manager
1 week ago
Newark, United States Ursa Innovations Full time $46,500 - $56,000Job DescriptionJob DescriptionEntry Level Assistant Manager:The Entry Level Assistant Manager position is a valued team member in the marketing department. The position is considered entry-level to start during training which includes a comprehensive overview of basic marketing strategy, direct advertising, promotional techniques, visual merchandising, and...
-
Entry Level Assistant Manager
2 weeks ago
Newark, United States Ursa Innovations Full time $46,500 - $56,000Job DescriptionJob DescriptionEntry Level Assistant Manager:The Entry Level Assistant Manager position is a valued team member in the marketing department. The position is considered entry-level to start during training which includes a comprehensive overview of basic marketing strategy, direct advertising, promotional techniques, visual merchandising, and...
-
Entry Level Assistant Manager
3 weeks ago
Newark, United States Ursa Innovations Full timeJob DescriptionJob DescriptionEntry Level Assistant Manager:The Entry Level Assistant Manager position is a valued team member in the marketing department. The position is considered entry-level to start during training which includes a comprehensive overview of basic marketing strategy, direct advertising, promotional techniques, visual merchandising, and...
-
Entry Level Sports Minded Management
4 weeks ago
Newark, United States Ursa Innovations Full timeJob DescriptionJob DescriptionIf you are looking to begin your first career in marketing or business sales or transition from another industry into the marketing field, our entry-level Manager position could fit you.Our company has developed a successful training program that is designed to produce top-notch managers for the national accounts of new and...
-
Entry Level Sports Minded Management
3 months ago
Newark, United States Ursa Innovations Full timeJob DescriptionJob DescriptionIf you are looking to begin your first career in marketing or business sales or transition from another industry into the marketing field, our entry-level Manager position could fit you.Our company has developed a successful training program that is designed to produce top-notch managers for the national accounts of new and...
-
Data Entry Analyst
4 weeks ago
Newark, United States Forrest Solutions Full timeJob DescriptionJob DescriptionUnder the direction of the CRM and eMarketing Strategies Manager, the Data Entry Analyst is responsible for deduping, cleansing and maintenance of key communications/marketing/business development data housed in newly launched Intapp CRM database. The Data Quality Coordinator temp ensures data quality is maintained by using...
-
Business Development Manager
2 weeks ago
Newark, United States Ursa Innovations Full time $46,000 - $56,000Job DescriptionJob DescriptionTurn your passion and talent for sales into a career that really will take you places. At Ursa Innovations, you'll enjoy exciting opportunities and fantastic long-term prospects.Be recognized for your hard work - great rewards and unlimited incentive structure.Many opportunities & perks including discounted travel and...
-
Business Development Manager
3 weeks ago
Newark, United States Ursa Innovations Full timeJob DescriptionJob DescriptionTurn your passion and talent for sales into a career that really will take you places. At Ursa Innovations, you'll enjoy exciting opportunities and fantastic long-term prospects.Be recognized for your hard work - great rewards and unlimited incentive structure.Many opportunities & perks including discounted travel and...
-
Entry Level Sales Associate
4 weeks ago
Newark, United States Ursa Innovations Full timeJob DescriptionJob Description**Immediate Interviews available for Entry Level Sales Associate positions**We are expanding our brand marketing team and are currently hiring five Entry Level Sales Associates to learn our business from the entry-level role all the way through our executive level. Why do we only promote internally? You can’t coach a team...
-
Entry Level Sales Associate
4 days ago
Newark, United States Ursa Innovations Full time $45,000 - $54,000Job DescriptionJob DescriptionWe are expanding our business development team and are currently hiring five Entry Level Sales Associates to learn our business from the entry-level role all the way through our executive level. Why do we only promote internally? You can’t coach a team until you’ve played a few positions first. This is what our team loves...
-
Entry Level Marketing Associate
4 weeks ago
Newark, United States MMG Full timeJob DescriptionJob DescriptionWe are looking for Entry Level Marketing Associates with college degrees who are interested in our growth opportunities! Our marketing firm is one of the leading in East Rutherford and we specialize in working with Fortune 100 clients in the telecommunications and entertainment industry. Considering our success in the local...
-
Telecommunications Sales
5 days ago
Newark, United States IMMEDIATE HIRE Full timeEntry Level Sales Support Representative Be a part of a startup work culture working with the latest and greatest telecommunication and wireless products. Each individual will start entry-level and will be cross-trained into upper-level management within 90 days after a probationary evaluation period. We are looking for these individuals to learn product...
-
Brand/Marketing Coordinator
4 weeks ago
Newark, United States Ursa Innovations Full timeJob DescriptionJob DescriptionAre you ready to move from a boring cubicle to something more creative? Ursa Innovations is looking for a creative, innovative, and solution-oriented individual to join our Marketing and Sales Department. We are one of the fastest-growing and leading premier agencies in the area, specializing in delivering results in Marketing,...
-
Client Support Representative
1 month ago
Newark, United States MMG Full timeJob DescriptionJob DescriptionThe Client Support Representative works on-site at our marketing & promotional events and provides support to the team at our corporate headquarters here in East Rutherford. We specialize in customer retention and customer acquisitions for our clientele. Our clients span across a wide variety of industries, including home...
![INSPYR Solutions](https://media.trabajo.org/img/noimg.jpg)
Wealth Management Analyst – Entry Level
2 months ago
Title: Wealth Management Analyst – Entry Level (Enterprise Financial Services)
Location: Newark DE (hybrid)
Duration: 6+ month contract
Compensation: $30-35/hr.
Work Requirements: US Citizen, GC Holders, or Authorized to Work in the U.S.
The Wealth Management Analyst 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 the client and its custodians to support all aspects of brokerage and trust accounts.
Responsibilities: Assist clients, partner Financial Advisors, Sr. Investment Consultants, and Portfolio Manager Teams with client onboarding and ongoing client support.
Prepare paperwork for all new accounts and maintain records that house 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 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.
Review system records and client agreements to ensure company standards and client eligibility are met.
Able to verify the accuracy, manage risk, and resolve issues using multiple resources, account records, and online systems.
Provides back-up for other similar Wealth Management functions when required.
Required: Bachelor's Degree or equivalent experience.
Interest in banking, finance, accounts, or relevant fields.
Excellent computer literacy with proven proficiency in Microsoft Excel, Word, and PowerPoint.
Excellent verbal and written communication skills.
>>> Qualified candidates please apply to this posting; you may also send your updated resume to Krista Joy at kjoy@inspyrsolutions.com for further review.
About INSPYR Solutions
Technology is our focus and quality is our commitment. As a national expert in delivering flexible technology and talent solutions, we strategically align industry and technical expertise with our client’s business objectives and cultural needs. Our solutions are tailored to each client and include a wide variety of professional services, projects, and talent solutions. By always striving for excellence and focusing on the human aspect of our business, we work seamlessly with our talent and clients to match the right solutions to the right opportunities. Learn more about us at inspyrsolutions.com.
INSPYR Solutions provides Equal Employment Opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, INSPYR Solutions complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.