Account Administrator - Wealth Management
ACCOUNT ADMINISTRATOR – WEALTH MANAGEMENT
DIRECT HIRE $70-75k
DALLAS, TX |ONSITE
SEP-IRA ELGIBILITY | EXCELLENT PTO BENEFITS | PRIVATE OFFICE | BONUS ELIGIBILITY
COURSEWORK REIMBURSEMENT | COMPENSATION BASED ON EXPERIENCE JOB RESPONSIBILITIES:
- Provide highest standards of customer relationships and serve the financial needs of the firm’s clientele.
- Attend industry-specific training webinars and meetings; become proficient in asset allocations, estate planning, finance and tax laws related to wealth management.
- Use Black Diamond and Schwab electronic platforms to assist with new client onboarding and maintain and monitor existing client relationships.
- Prepare, file, and update account and client-related documents.
- Update daily, monthly, and quarterly data and reports related to financial portfolios.
- Interact with clients and assist with non-investment-advice matters.
- Prepare analysis and documents related to client portfolio reviews and ensure all deadlines are met and all projects are completed on time.
QUALIFICATIONS AND SKILLS:
- Bachelor’s degree from a 4-year university in a finance or relevant field.
- Strong communication skills, both verbally and in writing.
- Strong computer skills (Excel, PPT, Word, Outlook, Adobe)
- Able to work onsite M-Thursday and ½ day on Friday.
- Be adaptable and learn new concepts, systems, and software quickly.
- Highly motivated to get the job done correctly the first time, every time, without errors.
- Be able to complete projects timely, effectively, efficiently, and accurately.
- Work well without supervision by being able to set priorities.
- Be able to maintain confidentiality, and be loyal and trustworthy.
- Be able to work independently by triple-checking all work to detect/eliminate mistakes in a proactive manner.
- Be able to work well with high-net worth clients, colleagues, and vendors.
Qualified candidates send resumes to [email protected]
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