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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.
