Job description
This position reports to the company President of an established Wealth Management
- Compile expense reports.
- Maintain calendar.
- Client Services
- Assist in preparation of materials for client meetings (as assigned).
- Net worth statements.
- Updating Junxure with outside assets.
- Snapshot reports.
- Prepare meeting materials (i.e. binding, copying, etc.)
- Create client agenda template.
- Run performance Snapshot reports.
- Assist with updating net worth statements.
- Other materials and/or reports, as needed.
- Complete follow-up meeting agenda notes and email the client.
- Send out and track client transition surveys.
- Assist with the compilation of client paperwork.
- Assist with entering outside assets into CRM/Junxure.
- Assist with compiling and delivering tax returns to clients.
- Administrative and Other Office Duties
- Assist in design and development of PowerPoint presentations.
- Monitor incoming and outgoing mail.
- Maintain Professional Associates contact list.
- Scan and file client files.
- Copy, fax, type and mail documents as needed.
- 4-year degree required.
- Five years of industry experience preferred, including an interest in the financial-wealth management industry.
- Polished written communications skills.
- Strong knowledge of the various software and technical tools available including MS Word, Outlook, PowerPoint, Excel, etc.
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