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Stoker Ostler Wealth Advisors seeking Associate
2 months ago
An Associate with Stoker Ostler Wealth Advisors provides administrative and operational support for one or more Portfolio Managers in the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned teams. Primary responsibilities include each of the following:
Meetings: schedule client meetings, prepare client meeting materials, and complete follow up items. Update CRM accordingly.
Client Service: Prepare new account applications, handle account transfers, initiate and track money transfers, answer routine client questions, and create Investment Policy Statements (IPS) & IPS Addendums. Communicate with clients to address concerns and confirm transactions.
Marketing: Prepare new prospective client forms and applications, including necessary disclosures. Further assist in successfully completing new client on-boarding process and subsequent follow up items.
Year-End Items: Provide back-office assistance for clients making family and charitable gifts, required IRA distributions, ROTH IRA conversions, and capital gains management. Update CRM and send letters of confirmation.
Reporting: Provide client investment reports, performance reports, or other tax reporting info for select Portfolio Managers, as needed.
Annual Account Reviews – Follow up on tasks generated from comprehensive, annual client account reviews that meet compliance standards for all managed and courtesy clients for select Portfolio Managers.
Portfolio Re-balancing: Assist in portfolio re-balancing process, trading, and cash management tools as needed.
Financial Planning – Assist is preparing financial planning documents, including statements of financial objectives, net worth statements, retirement models, and cash flow models.
Qualifications
Bachelor’s degree required with major in Business or Finance preferred
1+ years financial and/or investment management industry experience preferred
Knowledge of the investment industry
Interest in CFP, CFA, CPA or MBA preferred
Strong presentation skills; both written and verbal
Excellent communication and interpersonal skills: writing emails, letters; skilled in both group and one-on-one communication
Exceptional organizational skills
Effective time management, prioritization, and multi-tasking
Strong attention to detail
Work independently, in teams, and cross functionally
Highly proficient in Microsoft Office Applications: Word, Excel, PowerPoint
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