Description

• Assist Client Advisors with prospecting and pipeline management through referrals, attending networking events, and developing centers of influence.
• Build and maintain strong relationships with existing clients, serve as a point of contact for financial investing and planning. 
• Participate in prospect meetings, actively contributing to presentations and discussions.
• Perform in-depth analysis of prospect’s financial statements and portfolio composition.
• Onboard new clients by gathering necessary information and document preparation.  
• Assist Advisors with preparation of regular client communications regarding portfolio performance and activity.
• Provide clients with monthly balance sheets and quarterly performance reports.
• Assist Advisors by coordinating meetings, preparing client materials, and attending meetings to provide follow-up on all takeaway items.  
• Assist with setup and ongoing maintenance of client information in CRM and other tools used for client management including contact information and other significant client details.  
• Assist clients with inbound inquiries promptly and courteously.  
• Assist with educating clients and their families on investment-related matters.  
• Assist with the review and monitoring of client investments in both public and privateinvestmentvehiclesandin both traditional and non-traditional assetclasses.  
• Assist Advisor with in-depth analysis of prospective clients’ financial statements and portfolio composition.  
• Answer inbound inquiries related to portfolios, accounts, and transaction details.
• Assist Advisors with evaluating and developing a strategy for Client Portfolios.  
• Manage cash balances and movement, ensuring accurate and timely transactions to meet client needs.  
• Collaborate with Advisors to complete trade-related tasks, including trade execution, documentation, and post-trade activities.  
• Support Advisors by assisting them with task management and coordination with the Client Experience team to foster seamless workflow and exceptional service delivery.  
• Perform other duties as assigned.  

Requirements

• Bachelor’s degree in business or financepreferred.  
• 4+years of financial industry experience required.  
• Experience working in a multi-family office preferred.
• Confidentiality,discretion,and good professional judgment arerequired.  
• Exceptional listening and communications skills are important.
• Strong time management, organizational, analytical, and problem-solving skills with the ability to provide alternative approaches and solutions and exhibit good judgment.  
• Familiarity with large US custodians (e.g., Schwab, Fidelity) and state-of-the-art reporting and scenario modelingtools a plus.  
• Proficient in the use of MicrosoftOffice.
• Series 65 (or willingness to obtain) or comparable industry certification.