Investment Advisors Assistant

1 month ago

Greenville, United States US Tech Solutions, Inc. Full time

Duration: 6 + months contract

Job Description:

This position will support over 800 external Investment Advisors within the Consulting Group division of Wealth Management. The person will be responsible for data feed set-up and ongoing maintenance, onboarding new users, review of user entitlements, and assisting with oversight functions for the Separately Managed Account (SMA) and Unified Managed Account (UMA) programs. This person will act as an intermediary between Financial Advisors and external Investment Advisors to communicate policies and procedures. This person will be tasked with maintenance of a proprietary database and the quarterly manager profile/survey process. This includes aggregating and maintaining monthly performance for Separately Managed Accounts (SMA), mutual funds, and ETFs for the Advisory business within Wealth Management. As a Specialist, you will assist in problem solving, researching, and fielding questions on proprietary applications leveraged by Investment Advisors within Brokerage’s Separately Managed and Unified Managed Account programs .

Responsibilities:

  • Train new Investment Advisors on all Brokerage support applications including the processing of trading, and corporate actions and operational activities
  • On boarding new external users to Brokerage proprietary applications
  • Communicate between Investment Advisors, support desk, and Financial Advisors on policies and procedures
  • Setup of products to be used within the Wealth Management Advisory program
  • Assist in testing and UAT efforts for all enhancements to systems utilized by Investment Advisors
  • Set-up Investment Advisors so they can receive daily downloads for reconciliation purposes
  • Monitor daily reports that provide oversight of the SMA program
  • Act as a liaison between the external Investment Advisors and the Corporate Action department for reorganizational offers
  • Maintain internal proprietary database used to generate manager profiles and performance for the Advisory platform
  • Collect survey responses from Investment Advisors on a quarterly basis and generate performance profiles
  • Provide quarterly oversight to the posting and validation of the manager profiles

Experience:

  • Bachelor’s Degree in Finance or similar concentration required
  • 2-3 years of relevant work experience

Skills:

  • Bachelor’s Degree in Finance or similar concentration required
  • 2-3 years of relevant work experience
  • Enthusiastic team player, self-motivated, ability to prioritize and work in a fast-paced environment
  • Ability to manage multiple priorities, work in a fast-paced environment, and meet deadlines
  • Ability to communicate effectively in both verbal and written formats, as well as interact cohesively with all levels of personal, both inside and outside the firm
  • Excellent problem-solving skills
  • Time management and organizational skills
  • High level of accuracy
  • Attention to detail
  • Keep current on all policy and procedural changes
  • Higher level of expertise with Excel, PowerPoint, and Word

Education:

· Bachelor’s Degree in Finance or similar concentration required

  • Investment Advisor

    2 weeks ago

    Greenville, South Carolina, United States First Bank Full time

    Investment Advisor Job DescriptionOverviewAn Investment Advisor plays a crucial role in providing guidance and support regarding non-FDIC insured financial products and services to clients and potential clients. This includes a diverse range of investment solutions such as annuities, mutual funds, equities, fixed income securities, retirement strategies,...

  • Investment Advisor

    3 months ago

    Greenville, United States The Ladders Full time

    Description Are you an Investment Advisor looking to take your career to the next level? Join The Pelora Group in Greenville, SC, US, where you can earn an impressive annual salary ranging from $150,000 to $350,000 or more! Our team is dedicated to helping clients achieve their financial goals through expert financial planning and strategic investment...

  • Sales Assistant

    2 months ago

    Greenville, United States Lincoln Investment Full time

    Job DescriptionJob DescriptionA successful Financial Planning Practice in Greenville, OH is seeking a qualified professional to join their team in the important role of part-time Sales Assistant (20 hours per week). This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to...

  • Investment Advisors Support Specialist

    1 week ago

    Greenville, Delaware, United States Lenmar Consulting Inc. Full time

    Job OverviewBACHELOR'S DEGREE REQUIREDKey Responsibilities: Facilitate training for new Investment Advisors on all Brokerage support platforms, encompassing trading processes, corporate actions, and operational tasks. Manage the onboarding process for new external users accessing Brokerage proprietary systems. Serve as a communication bridge among Investment...

  • Financial Advisor

    1 month ago

    Greenville, United States The PNC Financial Services Group, Inc Full time

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Sales Assistant

    6 days ago

    Greenville, United States Lincoln Investment Full time

    A successful Financial Planning Practice in Greenville, OH is seeking a qualified professional to join their team in the important role of part-time Sales Assistant (20 hours per week).This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to the advisor and clients in a...

  • Sales Assistant

    3 months ago

    Greenville, United States Lincoln Investment Full time

    A successful Financial Planning Practice in Greenville, OH is seeking a qualified professional to join their team in the important role of part-time Sales Assistant (20 hours per week).This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to the advisor and clients in a...

  • Sales Assistant

    3 months ago

    Greenville, United States Lincoln Investment Full time

    A successful Financial Planning Practice in Greenville, OH is seeking a qualified professional to join their team in the important role of part-time Sales Assistant (20 hours per week).This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to the advisor and clients in a...

  • Investment Operations Analyst

    1 week ago

    Greenville, South Carolina, United States Computing Concepts Inc Full time

    Job OverviewPosition Type: On-siteEducation Requirement: Bachelor's Degree RequiredRole SummaryThis role is integral to supporting a network of over 800 external Investment Advisors within the Consulting Group of Wealth Management. The selected candidate will manage data feed configurations and ensure ongoing support, including onboarding new users,...

  • Investment Consultant

    2 weeks ago

    Greenville, North Carolina, United States PNC Bank Corp. Full time

    Position OverviewAs a Wealth Management Advisor at PNC Bank Corp., you will play a crucial role in guiding clients through their financial journeys. Your expertise will be essential in:Investment Consultation: Providing tailored advice on investment opportunities that align with clients' financial goals.Insurance Strategy Development: Assisting clients in...

  • Sales and Service Representative

    22 hours ago

    Greenville, Ohio, United States Lincoln Investment Full time

    Job DescriptionLincoln Investment is seeking a highly organized and detail-oriented Sales Assistant to join their team in Greenville, OH. As a Sales Assistant, you will play a crucial role in supporting the financial advisor and clients in a reliable, efficient, and professional manner.Key Responsibilities:Client Communication: Establish and maintain strong...

  • Private Client Advisor

    3 months ago

    Greenville, United States Greenwood Capital Associates Full time

    Job DescriptionJob DescriptionPrivate Client Advisor Greenwood Capital Associates | Greenville, SCOrganizational OverviewGreenwood Capital, a Registered Investment Advisor, provides a complete wealth management experience through a holistic approach to financial planning and investment management. As we are focused on meeting our clients' needs now and...

  • Financial Advisor

    3 weeks ago

    Greenville, United States FIG Talent Solutions Full time

    Financial Planning firm seeks a highly energized and confident individual who will thrive in a busy environment to serve as a Servicing Advisor. Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, and computer savvy. Superior phone and computer skills required. The Servicing Advisor will...

  • Financial Advisor

    3 months ago

    Greenville, United States First Command Financial Services, Inc Full time

    Financial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. ...

  • Financial Advisor

    3 months ago

    Greenville, United States FIG Talent Solutions Full time

    Financial Planning firm seeks a highly energized and confident individual who will thrive in a busy environment to serve as a Servicing Advisor. Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, and computer savvy. Superior phone and computer skills required. The Servicing Advisor will...

  • Financial Advisor

    3 months ago

    Greenville, United States FIG Talent Solutions Full time

    Financial Planning firm seeks a highly energized and confident individual who will thrive in a busy environment to serve as a Servicing Advisor. Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, and computer savvy. Superior phone and computer skills required. The Servicing Advisor will...

  • Financial Advisor

    3 months ago

    Greenville, United States Atria Wealth Solutions Full time

    Job DescriptionJob DescriptionThrough its relationship with CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor to join their team in the Greenville, SC area.Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of...

  • Senior Vice President, Wealth Management Advisor

    2 weeks ago

    Greenville, South Carolina, United States Fidelity Investments Full time

    Position Overview: Wealth Management AdvisorAre you dedicated to guiding clients through intricate wealth management strategies? Do you thrive on cultivating profound, positive connections? If so, the Wealth Management Advisor position may align with your aspirations.The Wealth Management Advisor is pivotal in fostering meaningful relationships with families...

  • Financial Assistance Advisor

    3 months ago

    Greenville, United States ECPI University Full time

    Overview: Financial Assistance Advisor This position will work at ECPI Universitys Greenville, SC campus located at 1001 Keys Drive. Transform your Career at ECPI University Since 1966, the dedicated employees at ECPI University have helped students achieve their goals via practical training and career-focused education with over 50 Associates, Bachelors and...

  • Wealth Advisor

    2 months ago

    Greenville, United States First National Bank of Pennsylvania Full time

    Primary Office Location: 550 S. Main Street, Suite 320. Greenville, South Carolina. 29601. Join our team. Make a difference - for us and for your future. nPosition Title: Wealth Advisor Business Unit: WM - FNTC Reports To: Managing Director of Trust and Investment Advisory Sales Group Position Overview: This position is primarily responsible for developing...