Accounts Services Assistant

The main responsibility of the Account Services Assistant is to assist SABRE Financial Services’ support staff and SABRE's Wealth Management department in day-to-day tasks.

The Account Services Assistant will help the Wealth Management team with model portfolio administration, data entry and document preparation, query reports, trade notes and consolidation, ETF & Stock analysis, and paperwork and document submission.

Intern will have the opportunity to learn and get trained on the following systems.

- Riskalyze

- Ycharts

- Orion

- Morningstar

Responsibilities:

· Model portfolio maintenance

· Account and trade system maintenance

· Open new investment accounts: draft account applications and required paperwork/forms for client signatures; ensure all documentation is returned/completed/approved

· Process client requests (wires/checks/journals/etc.)

· Use Outlook, Salesforce, custodian websites to obtain account info and execute requests

· Reconcile client activity/fund transfers/prior day’s activity to ensure accuracy

· Prepare client correspondence

· Work directly with company administrative and support staff to prepare, scan, and save documents.

Qualifications:

-Prefer a student in upper-level finance courses (Jr. yr )

- Knowledge of Microsoft office: Outlook, Excel, and Word

- Strong Organizational Skills and attention to detail

- Ability to work well in a team environment

- Written and Oral communication proficiency

Ability to:

-Communicate clearly and concisely, both orally and in writing

-Ability to track your progress on multiple simultaneous tasks and projects

-Understand and carry out oral and written directions

-Learn and apply new information and skills

-Plan and organize work to meet changing priorities and deadlines

-Learn and utilize applicable technologies involved in department operations (Ycharts, Salesforce, Morningstar, Riskalyze and Orion)

-Interpret and apply general and departmental policies and procedures

Broker Dealer Approval Required

Complete background check conducted by broker dealer, prior to date of hire

Job Types: Part-time, Internship

Pay: $1.00 - $20.00 per hour

Expected hours: 10-20 hours per week

Benefits:

• Flexible schedule to coordinate w/ classes

Education:

• Bachelors in progress (preferably financial planning career track)

Work Location: In person (Westlake Village, CA)

Job Types: Part-time, Internship

Pay: $18.00 - $20.00 per hour

Expected hours: No more than 20 per week

Benefits:

• Flexible schedule

Ability to Commute:

• Westlake Village, CA 91361 (Required)

Work Location: In person

Salary : $18 - $20