Our firm is a growing Registered Investment Advisor (RIA) that provides investment management and family office services to individuals, ultra-high-net-worth families and foundations.
Our work environment includes:
Relaxed atmosphere
Flexible working hours
Work-from-home days
We are looking for a Client Service Associate (CSA) to join our team. The CSA will work with the Financial Advisors to streamline operations, produce reports, and service client needs.
The Associate’s responsibilities will include:
Assist the team with day-to-day service needs such as bill-pay and trust administration
Organize and input investment transactions (capital calls, redemptions, dividends, etc.)
Generate and distribute client portfolio reports
Produce asset allocation reports for the review of the COO and CEO
Improve processes and operations at the firm
Maintain the firm’s internal client reporting system and portal
Prepare cash journals, wire transfers, and check requests
Assist with the account opening procedures
Prepare subscription documents
Manage cloud-storage of client documents and firm records
Help with administrative tasks such as scheduling meetings and ordering supplies
The ideal candidate will have:
At least 1-3 years of relevant experience
Experience using Excel
Excellent communication and time management skills
Compensation is competitive for the position and commensurate with experience.
Employment type
Part-time
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