Wealth Management Associate
Creative Financial Staffing (CFS) New York, NY
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Creative Financial Staffing (CFS) New York, NY
Creative Financial Staffing (CFS) New York, NY
3 months ago 68 applicants
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Creative Financial Staffing (CFS) provided pay range
This range is provided by Creative Financial Staffing (CFS). Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$75,000.00/yr - $100,000.00/yr
About Our Client
- Our client is a boutique investment management firm located in Manhattan. They are working with high-net worth individuals and have been in business approximately 20 years.
- They’re looking for a results driven administrative professional to join the team to support its Founder
- This role is a great stepping stone for someone who would like to get in to the Financial Planning space.
- Great atmosphere, great time to start as the company is growing and provides lots of room to learn other aspects of the business.
Responsibilities Will Include
- Client Services –
- Manage incoming request from high-net-worth clientele
- Open Accounts
- Retirement account questions
- Assist the owner with managing and administering the portfolio accounts
- Keep the Founder on track.
- flag urgent matters,
- assist with keeping him organized
- Screen calls
- Maintaining Licenses and keep records on compliance matters
- Liaise with insurance companies regarding policy matters
- Update spreadsheets in Excel as requested
- Other ad hoc tasks as may be assigned.
What You Bring To The Role
- 2+ years of supporting a C-Suite or office.
- Exposure to various online tools such as Charles Schwab or Salesforce is a plus
- Looking for a candidate who has interest in financial planning and has an outgoing personality
-
Seniority level
Entry level -
Employment type
Full-time -
Job function
Finance and Sales -
Industries
Accounting
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