What are the responsibilities and job description for the Wealth Management Associate position at First Recruiting, LLC?
As a Client Service Associate, you will provide day-to-day administrative support for a variety of high-net-worth investment management accounts and act as a trusted partner to the Client Service Manager(s) by serving as their primary point of contact for client servicing needs.
- Input all cash processing functions
- Execute ad hoc bill-paying and set up of recurring payments
- Assist in preparing and presenting discretionary distribution requests on behalf of trust beneficiaries
- Manage clients’ quarterly tax payments and annual IRA contributions/RMDs
- Research and resolve overdraft situations
- Update pricing on alternative and miscellaneous assets
- Coordinate asset transfers and manage cost basis updates on securities
- Prepare new account packets and open new accounts & portfolios
- Complete first review of administrative reviews
- Review fee collections and resolve collection issues
- Maintain active and organized electronic and hard account files
- Assist in preparing, reviewing and publishing client reports and presentation materials
- Provide administrative support (answer telephones, prepare correspondence, maintain files, maintain mailing lists)
- Act as back-up for Client Service Managers and other Client Service Associates
- Bachelor’s degree and/or 2-3 years’ experience in trust and/or investments.
- You put our clients first
- Proficient in Microsoft Word, Outlook, Excel, PowerPoint, and Adobe Acrobat.
Salary : $70,000 - $80,000
