Wealth Management Assistant

4 days ago


Fort Wayne, Indiana, United States Vestia Personal Wealth Advisors Full time
Company Overview

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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