Ensure timely and accurate account opening, maintenance and transaction processing
Preparation, review and processing of all client investment account applications and other Custodian forms
Timely and accurate processing of financial transactions in client accounts
Client setup and maintenance in internal PWM systems (CRM, Reporting and Custodian systems)
Daily monitoring of the Custodian system (Charles Schwab) to ensure proper issue resolution and escalation
Provide exceptional customer service to clients and Advisors
Generation and review of various reports using PWM systems along with Microsoft Excel
Consistent and effective written and verbal communication with clients
Support of compliance operations including quarterly and annual regulatory reporting
Active involvement in firm-wide initiatives as assigned Skills and Experience requirements:
A bachelor's degree in related discipline or equivalent work experience
Minimum of 3 years direct experience in an RIA or similar investment related business
Strong attention to detail and work ethic
Ability to work in a dynamic and changing environment
Excellent written and verbal communication skills
Proficient with Microsoft suite of tools (Word, Excel, PowerPoint)
Deep understanding of the Investment Management industry Additional Skills and Experience
Knowledge of Charles Schwab, Black Diamond and Wealth Box systems
Experience in a multi-family office setting a plus
Experience with Investment research tools helpful
Experience working with CIO and CCO level team members

Pay:

$80,000.00 - $100,000.00 per year

Benefits:

Paid time off

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