What are the responsibilities and job description for the Wealth Management Coordinator position at Nadler Financial Group?
Nadler Financial Group, Inc. is committed to hiring top talent to join our team as an Operations Manager. As a rapidly growing independent wealth management firm, we are dedicated to delivering exceptional financial services to our clients, resulting in over $1.9 billion in assets under management.
We are seeking a highly motivated and detail-oriented individual with a strong background in financial services to join our operations team in Deerfield, Illinois. This role plays a critical part in supporting our clients and wealth managers by providing exceptional financial services operational support.
The successful candidate will work directly with our wealth managers and clients to deliver outstanding client service, provide operational and relationship management support to our retirement plan clients, and participate in firm-level committees such as compliance. They will also be responsible for establishing new accounts with custodians, processing transactions and account transfers, preparing proposals, creating performance and allocation reports, and coordinating complex estate transactions.
To be successful in this role, you will need a Bachelor's degree from an accredited college or university and a minimum of 3 to 5 years of experience in the professional services industry, preferably in a RIA or legal environment. You will possess excellent organizational, analytical, and communication skills, with advanced Microsoft Office skills, specifically Excel. Experience working with custodians, AdvisorEngine CRM software, Black Diamond software, and knowledge of SEC and FINRA regulations are desirable but not necessary.
