Wealth Management Support Analyst
3 weeks ago
We are looking for a highly skilled Business Operations Coordinator to join our team at Canterbury Capital Wealth Management.
The successful candidate will have excellent organizational skills and be able to manage multiple priorities simultaneously.
Key Responsibilities:
- Client Relationship Management - build strong relationships with clients and handle all client requests
- Onboard new clients and establish accounts
- Prepare client review materials and handle meeting follow-up action items
- Track business activities and analyze data
- Trade mutual funds, equities, ETFs, and municipal bonds in client accounts
- Process documents, applications, and other forms
- Maintain accurate records and keep systems up-to-date
- Educate clients on account services and technology capabilities
- Analyze financial plans and implement improvements
- Review processes and implement changes for quality and efficiency
- Provide backup support to the team
Skills and Qualifications:
- Relevant industry experience or education
- College degree
- Ability to pass a criminal history and credit background check
- Excellent organizational and communication skills
- Proficiency with Microsoft Office tools
Salary: $60,000 - $80,000 per year
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Tuscaloosa, Alabama, United States Canterbury Capital Wealth Management Full time**Job Overview**Canterbury Capital Wealth Management is a leading provider of wealth management services. We are seeking an experienced Financial Services Business Analyst to join our team.As a key member of our operations team, you will be responsible for providing business support to our financial advisors, focusing on operational excellence and delivering...
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