Wealth Management Associate

Company: Jobot
Location: Englewood
Posted on: May 9, 2022

Job Description:

This Jobot Job is hosted by Henry Chung Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary $80,000 - $100,000 per year A Bit About Us We are a privately owned and operated advisory firm offering full service and customized investment advice. We are based out of the East Coast but have offices across the country. Why join us? Great culture Great benefits Great stability and room for growth Job Details Job Description Provide assistance to a Client Advisory Team in all manners of client service and daily operations, as well as administrative duties and special projects, which can include preparing performance analysis, investment manager background, and client presentation material Job Responsibilities Provide support to a Client Advisory Team in the communication and implementation of client investment strategies Draft letters of instruction, complete account applications, manager agreements and fund subscription documents, organize supporting documentation, and follow the process through in tandem with the firm---s Capital Markets Group Act as information provider to accountants, banks, investment managers and other professionals also supporting clients Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Keywords: Jobot, Yonkers , Wealth Management Associate, Executive , Englewood, New York