This is a detail oriented administrative position that supports a wealth management team in providing exceptional service and advice to our clients, with coordination and collaboration alongside client services, data management and investment support staff.
Essential Duties and Responsibilities
Ensure the timely completion of assigned tasks related to client records
Direct client contact via email or phone
Coordinate oral and written communications and client related documents
Prepare quarterly client portfolio reports
Verify the accuracy of the information contained in client reports
Prepare account applications and general account maintenance
Assist in the portfolio rebalancing process
Complete special projects
Required Skills and Experience
Knowledge of basic financial planning, income tax, equities, mutual funds, and other financial information is required.
Excellent oral and written communication skills.
Working experience in a Windows environment
Proficiency in Microsoft Office applications
Experience working with Web-enabled applications and database software
1 -3 years of experience in the financial planning field is preferred
Experience with various portfolio management and client relationship software such as Tamarac, iRebal, eMoney, and CRM databases
Education and Job Experience Requirements
Bachelor’s degree in the field of financial planning or finance
The preferred candidate will have, or will be working toward earning the Certified Financial Planner (CFP) designation
Internal Number: WEA-21-00003
About Budros, Ruhlin & Roe
We are in a “people business” first and foremost, and we are constantly seeking the very best financial minds and operations talent to work for our firm.
We embrace partnership and collaboration among staff members, capitalizing on each employee's strengths. Our culture of focusing on each client's distinct needs has led us to develop a team structure and approach to serving our clients.