Jr. Investment Advisor Associate

Job Description

Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals.

Develop job knowledge and skill set necessary to perform IAA role which consists of the following responsibilities :

• Act as primary service related and administrative contact for high-net-worth investors and their professional advisors (CPAs, business managers, attorneys).
• Open new accounts and monitor progress.
• Provide daily client service, including but not limited to, investing deposits, calculating withdrawals, handling cashiering needs, facilitating tax trading, charitable gifting, required minimum distributions, special requests, account re-registrations, cost basis step up, custom report creation, address changes, and account terminations.
• Execute asset allocation changes based on Advisor recommendation and monitor progress.
• Schedule Advisor-Client meetings and prepare portfolio review book materials.
• Attend in house or off site meetings or events as requested by Advisor.
• Maintain and update client files, CRM and other portfolio data, as needed.
• Collaborate with management to improve practices and procedures.

Qualifications :