Asset Investment Planning Specialist

7 days ago


Hermitage, Pennsylvania, United States JFS Wealth Advisors Full time

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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