What are the responsibilities and job description for the Private Wealth Management Specialist position at First Recruiting, LLC?
Responsibilities:
- Integral support for Senior Relationship Management team
- Proactively anticipate and address client needs. Promptly research and bring about resolution of all client issues.
- Prepare materials for client meetings
- Arrange new account packets and open new accounts
- Research client inquiries and bring about timely resolution
- Process cash transactions (checks, ACH, wires, journal transfers)
- Complete securities processing (purchases, redemptions, capital calls, pricing updates
- Run client statements, tax reports and ad hoc reports
- Provide documentation for clients’ annual reviews
- Manage clients’ tax payments, annual IRA contributions/required minimum distributions
- Achieve and sustain a balanced approach to managing risk by ensuring compliance controls and processes (regulatory, compliance, fiduciary) are integrated into daily activities
Knowledge and Skills:
- Bachelor’s degree from an accredited 4-year university
- 2 years’ experience in financial services, investment management, or financial planning
- Internship in Wealth Management a plus
- Strong client service orientation
- Excellent organizational and analytical skills with an attention to detail
- Proficient with Microsoft Word, Outlook, Excel and Power Point
- Pleasant telephone manner and strong business writing skills
- It’s an asset if you have experience working with external custodians, such as Charles Schwab and Fidelity.
Salary : $65,000 - $78,000
