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Summary
This position is responsible for partnering with Financial Advisors to help manage client relationships by performing the following duties.
Essential Duties
1. Works directly with clients to review results, identify opportunities, follow up with questions and action items.
2. Compiles and maintains financial planning data.
3. Places trades and manages model portfolios.
Job Duties
- Attends client meetings and follows up with client on any action items, including any alternative investment fundings (including sub-docs).
- Reviews cash balances/margin on a daily basis: covers any unintended margin balances. Discusses with advisor(s) any intentional margin balances.
- Places trades as directed by Advisors as directed by Investment Committee (IC) and according to the client's Investment Policy Statement (IPS).
- Manages cash in client portfolios as directed/appointed by financial advisor(s); such as quarterly fees, capital calls, regularly scheduled withdrawals and periodic deposit/cash inflows.
- Works with Advisor to execute fund terminations or fund replacements, as approved by the Investment Committee. If there is potential tax consequence, confirms with primary advisor prior to placing trades.
- Implements new client portfolio investments/trades with advisor approval, according to client/advisor mutually agreed upon implementation plan/spreadsheet.
- Instructs Client Service Representative to complete any alternative investment fundings.
- Other projects as assigned such as tax loss harvesting.
- Reviews quarterly performance reports and invoicing.
- Links and maintains accounts in Trellis.
- Works with Client Service Representative on any retitling of asset projects.
- Works closely with a client's extended advisor team (CPA's, estate attorneys) to assist in financial planning projects. This may include providing tax related documents, retitling assets, running financial planning scenarios, Etc.
- Oversees Orion Alternative investment data entry, performance reporting and invoicing.
- Maintains punctual, regular, and predictable attendance.
- Works collaboratively in a team environment with a spirit of cooperation.
Supervisory Responsibilities
This position has no supervisory responsibilities.
Qualifications
Ability to perform essential job duties with or without reasonable accommodation and without posing a direct threat to the safety or health of employees or others. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential duties.
Education & Experience
This position requires a bachelor's degree from a four-year college or university and 5 to 7 years year(s) related experience and/or training or equivalent combination of education and experience working in the financial industry.
Certificates, Licenses, and/or Registrations
Certificates: Insurance certificate desirable but not required
Licenses: CFP Required
Travel Requirement
This position requires infrequent (up to 5% of the position) in-state and/or out-of-state travel for the purpose(s) of meeting with clients. Travel will include overnights.
Language Skills
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Mathematical Skills
Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Computer Skills
The job requires specialized computer skills. Must be adept at using various applications including using databases, using spreadsheets, report writing, project management, graphics, word processing, presentation creation/editing, communicating by e-mail, and using scheduling software. Experience with Microsoft, Orion, eMoney, Schwab, Salesforce.
Reasoning Ability
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Physical Demands & Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential duties of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential duties.
While performing the duties of this job, the employee is frequently required to sit, use hands and fingers to type or dial, reach with hands and arms, and talk or hear.
The employee is occasionally required to stand and walk. This position requires frequent computer use. Specific vision abilities required by this job include close vision. The noise level in the work environment is usually moderate.
