What are the responsibilities and job description for the Investment Advisor Assistant position at Pinnacle Group Insurance & Financial Services?
Pinnacle Group, Insurance and Financial Services has an opening for a new position in Lafayette, La. This position will be supporting Managing Partner, Robert Eddy Jr. and two partners in providing outstanding service, value and advice to clients.
Senior Investment & Wealth Management Assistant
Position Summary :
We are seeking an experienced and highly organized Investment & Wealth Management Assistant to support our advisors in delivering exceptional financial planning and investment management services. This individual will play a critical role in ensuring client satisfaction, operational efficiency, and compliance with regulatory standards.
Key Responsibilities :
- Act as a point of contact for high-net-worth clients, addressing inquiries, resolving issues, and providing updates on account activities.
- Support advisors in creating and implementing comprehensive wealth management plans for affluent clients.
- Prepare detailed investment performance reports, financial statements, and portfolio analyses for client meetings.
- Coordinate client onboarding, account openings, and the transfer of assets, ensuring all documentation complies with regulatory requirements.
- Manage scheduling and preparation for client review meetings, including the preparation of meeting materials.
- Conduct research on market trends, investment options, and financial planning strategies to assist advisors in creating tailored recommendations.
- Maintain and update CRM systems with client information, meeting notes, and task assignments.
- Liaise with custodians, fund managers, and other financial institutions to ensure smooth operations.
- Monitor accounts for rebalancing opportunities, cash management, and compliance with investment policies.
- Handle administrative tasks such as processing account changes, tracking deadlines, and coordinating communication.
Qualifications :
About Pinnacle Group, Insurance and Financial Advisors.
Our firm is based in Lafayette, La and was founded in 1994. The firm includes a total of 5 advisors and 5 support team members. All Advisors are part of Prudential Advisors and are financial advisors for LPLE. The services of the advisors include financial planning, investments and insurance for both individuals and families. In addition the advisors work with businesses and their management team in a variety of services including qualified retirement plans.