Account Maintenance Associate

3 weeks ago


Scottsdale, Arizona, United States Beacon Pointe Advisors Full time
Responsibilities and Requirements
  • Prepare client account paperwork and submit requests to custodians
  • Maintain quality control of submitted requests and account setup
  • Execute account maintenance tasks, including terminations and special requests
  • Review custodian alerts and follow up to resolve issues
  • Assist with Alternative Investments paperwork, subscription agreements, redemptions, and capital calls

The ideal candidate will have an undergraduate degree, 1-2+ years of relevant experience, and proficiency in Microsoft Office applications. Knowledge of Salesforce CRM and Tamarac AdvisorView is preferred.



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