Wealth Management Assistant
4 days ago
Vestia Personal Wealth Advisors oversees the financial well-being for nearly 500 of the nation's highest caliber professionals. We manage nearly $800 million in investment assets and have offices in multiple locations across the country.
We are looking for a Investment Portfolio Coordinator to join our team and help us achieve our mission of helping high-caliber physicians achieve wealth that matters.
Key Responsibilities:
- Coordinate 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.
Requirements:
- Bachelor's Degree or equivalent work experience.
- Series 65 License or equivalent required.
- Proficiency in Microsoft Office applications and ability to quickly learn other software applications as needed.
Estimated Salary: $75,000 - $95,000 per year based on location and experience.
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