Pacific Northwest Investment Advisor
1 week ago
We are seeking a skilled Pacific Northwest Investment Advisor to join our team in Seattle. As an Investment Advisor, you will be responsible for managing account transactions, collaborating with the investment team, and preparing correspondence and reports.
About the Company:
Our client is a well-established Multi-Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families.
About the Role:
The successful candidate will have 2+ years of related experience in UHNW Client Support and investment experience. Requirements also include a Bachelor's degree, excellent communication skills, and high proficiency with Microsoft Excel, PowerPoint, and Word.
Estimated Salary: $80,000-$110,000 per year
Key Responsibilities:
- Manage account transactions such as wire transfers, ACH disbursements, bill payments, fund redemptions and purchases, and opening/closing accounts.
- Collaborate with the investment team to monitor cash balances, transfer proceeds, and facilitate client requests for purchases, sales, or gifting.
- Prepare correspondence, reports, and spreadsheets, and assist with presentations and marketing materials.
Rewards:
- Opportunities to work with large, complex portfolios and direct client interaction with UHNW individuals/families/endowments
- Tremendous long-term career opportunities with continued growth and professional development
- Well-established prominent multi-family office
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