Asset Investment Planning Specialist
7 days ago
Job Summary:
We are seeking a highly skilled Asset Investment Planning Specialist to join our team at JFS Wealth Advisors. As a key member of our team, you will be responsible for coordinating and providing asset management support while utilizing a team approach.
Key Responsibilities:
- Monitor transactions and various client needs and wants on investment accounts, as well as other financial planning needs.
- Prepare meeting prep, including Client Profiles, Team Pages, Client Service Policy Statements, and performance reports.
- Serve as a contact/resource for clients calling with questions regarding their asset management accounts.
- Communicate daily with asset management team members regarding items that affect clients who are currently being served.
- Request and maintain appropriate documentation and records, as required by custodians and other regulatory bodies.
- Facilitate new client onboarding and account openings/transfers.
- Process additional funds into existing accounts as instructed.
- Provide delivery instructions for various types of assets.
- Process daily deposits.
- Fulfill distributions requests, including ensuring cash availability.
- Process account closures and client terminations, including launching appropriate workflows involving compliance, operations, and billing.
- Complete required and requested account maintenance and account service.
Requirements:
- Bachelor's degree from an accredited college or university, or a minimum of 4 years related experience and/or training.
- Knowledge of Client Relationship Management (CRM) software systems, Excel, Work, and Microsoft Suite.
- Familiarity with wealth management services and the ability to use Schwab, Fidelity, etc. software.
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