Creative Financial Staffing | Wealth Management Associate NY | new york city, ny

3 weeks ago


new york city, United States Creative Financial Staffing Full time

Wealth Management Associate

About our client:

  • Our client is a boutique investment management firm located in Manhattan. They are working with high-net worth individuals and have been in business approximately 20 years.
  • They're looking for a results driven administrative professional to join the team to support its Founder
  • This role is a great stepping stone for someone who would like to get in to the Financial Planning space.
  • Great atmosphere, great time to start as the company is growing and provides lots of room to learn other aspects of the business.

Responsibilities will include:

  • Client Services -
    • Manage incoming request from high-net-worth clientele
    • Open Accounts
    • Retirement account questions
  • Assist the owner with managing and administering the portfolio accounts
  • Keep the Founder on track.
    • flag urgent matters,
    • assist with keeping him organized
    • Screen calls
  • Maintaining Licenses and keep records on compliance matters
  • Liaise with insurance companies regarding policy matters
  • Update spreadsheets in Excel as requested
  • Other ad hoc tasks as may be assigned.

What you bring to the role:

  • 2+ years of supporting a C-Suite or office.
  • Exposure to various online tools such as Charles Schwab or Salesforce is a plus
  • Looking for a candidate who has interest in financial planning and has an outgoing personality


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