Responsibilities:

• Prepare all paperwork necessary for clients (new account opening, custodial contracts, manager forms, transfer forms, termination letters for legacy managers, and other various authorizations)
• Manage general client account inquiries including maintenance requests, charitable gifting, required minimum distributions and address changes
• Assist the Private Client Team with projects as assigned
• Trade blotters and other compliance checks
• Assist with performance reporting checks

Competencies for Success/Qualifications:

• Bachelor’s degree in Finance, Economics, Business, or other relevant field
• Attention to detail and highly organized, ability to work independently to meet deadlines
• Ability to multitask in a fast-paced environment and react to change positively
• Excellent interpersonal, collaboration and communication skills
• Highly motivated with strong work ethic
• Critical thinking skills, self-starter with excellent follow-up abilities
• Progress toward CFA, CFP or CIMA certification a plus
• Knowledge and experience with Microsoft Office (i.e., Word, Excel, PowerPoint)
• Ability to quickly learn new software applications, including those which are proprietary
• Knowledge of BlackDiamond, Tamarac, and/or PARIS a plus