Investment Portfolio Coordinator
4 days ago
Vestia Personal Wealth Advisors is seeking a Wealth Management Assistant to support our team in managing investment portfolios and implementing strategic plans for clients.
This role requires strong analytical skills, excellent communication, and the ability to work effectively in a fast-paced environment.
Main Responsibilities:
- Assist in coordinating portfolio management strategy with the Investment Committee.
- Monitor and trade securities to maintain balance and cash buffer for seamless billing.
- Execute and troubleshoot monthly planning fee billing and quarterly Asset Management billing.
- Maintain Black Diamond Reporting Software for account maintenance and billing.
- Develop expertise in the Black Diamond rebalancer for efficient accurate maintenance.
Preferred Qualifications:
- Bachelor's degree preferred.
- Solid understanding of process development and maintenance.
- Experience using accumulation, reporting, billing Portfolio tools like Black Diamond, Orion (Black Diamond preferred).
Benefits:
- Health Insurance Plan.
- 401k and Profit-Sharing Plan.
- Success Sharing Bonus.
- Flex Time and Paid Time Off.
- Parental Leave Policy.
Estimated Salary: $65,000 - $85,000 per year based on location and experience.
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