Custodial Services Specialist, Wealth Advisory

Description & Requirements

Forvis Mazars is seeking a full-time Custodial Services Specialist to fill a key role within the Wealth Advisory team. Forvis Mazars Wealth Advisors offers wealth management services for affluent families as well as investment consulting and compliance services for institutional clients. We deliver independent, professional expertise that puts our clients' interests first. The qualified candidate for this position must be detail-oriented and possess an integrity first and positive team-player attitude.

How you will contribute:

• Supporting the Wealth Advisor team in providing an integrated suite of services to affluent families
• Developing and maintaining in-depth expertise in multiple industry software systems including our Client Relationship Management (CRM) and Investment Portfolio software
• Preparing internal and custodial paperwork for clients
• Maintaining up-to-date client records in systems
• Working with the team to ensure timely delivery of items to clients.
• Coordinating and working on multiple, concurrent client projects and completing assignments with minimal supervision
• Organizing information for quarterly tax payments
• Ensuring that tasks are on track and expectations are completed on time.

We are looking for people who have Forward Vision and:

• Highly detail-oriented, fast-paced, and exceptional time management skills
• Outstanding verbal and written communication skills; must have an excellent phone presence.
• Attention to detail and ability to multitask and prioritize; able to effectively resolve issues and conflicts independently.
• Must be highly organized, proactive, energetic, and enthusiastic with a heart for service.
• Technically and analytically focused
• Ability to work within defined policies and procedures.
• Collaborative learning style with the ability to work independently on projects.
• Passion for serving clients.

Minimum Qualifications:

• Bachelor's degree in finance or general Business
• 2 years minimum experience in a related field (financial services, wealth management, or financial planning)

Preferred Qualifications:

• Prior experience serving affluent families

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With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.

We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.

Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.