DO NOT MISS THIS! - Wealth Management Executive Assistant at Jobot
Costa Mesa, CA 92626
About the Job
Wealth Management Executive Assistant - Investments
This Jobot Job is hosted by: Amber Leonard
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $90,000 - $110,000 per year
A bit about us:
We are a wealth management firm that has been in business for 30 years. We offer a full service experience for our clients from investments to tax services as well as a cohesive team environment allowing our team members to achieve their fullest potential.
Why join us?
Competitive base salary
401k match of 4%
Full health benefits
Flexible hours outside of tax season
Hybrid schedule - Monday through Thursday in office and Fridays at home
Holiday bonus
Life Insurance
FSA
Job Details
~ WHAT YOU BRING TO THE TEAM ~
· Has worked closely with advisors that have a book of business in excess of $250M
· Strong knowledge of finance, accounting, and wealth management principals
· Experience in client interactions regarding investment servicing, opening accounts in varying degrees of complexity, manage incoming/outgoing asset transfers, and money movement transactions
· Adherence to financial regulatory guidelines
· Ability to field multi-topic inquiries, work with other departments in completing tasks and track current work in progress through to completion
· Understanding of Portfolio Performance Reports and identify and resolve errors in reporting
· Technical skills to analyze financial transactions and identify discrepancies
· Demonstrate loyalty, exceptional work ethic and consistency
· Master at Planning and Organization
· Analysis of Financial Data
· Self-Starting, Self-Management and takes Personal Accountability for work
· Customer Focused and Results Oriented
· Flexible, Problem Solver and Adapts to Change
· Thrives under pressure and can manage high-work volume
· Microsoft Applications (Outlook, Excel, PowerPoint, Word, Teams)
**Preferred Series 65**
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Amber Leonard
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $90,000 - $110,000 per year
A bit about us:
We are a wealth management firm that has been in business for 30 years. We offer a full service experience for our clients from investments to tax services as well as a cohesive team environment allowing our team members to achieve their fullest potential.
Why join us?
Competitive base salary
401k match of 4%
Full health benefits
Flexible hours outside of tax season
Hybrid schedule - Monday through Thursday in office and Fridays at home
Holiday bonus
Life Insurance
FSA
Job Details
~ WHAT YOU BRING TO THE TEAM ~
· Has worked closely with advisors that have a book of business in excess of $250M
· Strong knowledge of finance, accounting, and wealth management principals
· Experience in client interactions regarding investment servicing, opening accounts in varying degrees of complexity, manage incoming/outgoing asset transfers, and money movement transactions
· Adherence to financial regulatory guidelines
· Ability to field multi-topic inquiries, work with other departments in completing tasks and track current work in progress through to completion
· Understanding of Portfolio Performance Reports and identify and resolve errors in reporting
· Technical skills to analyze financial transactions and identify discrepancies
· Demonstrate loyalty, exceptional work ethic and consistency
· Master at Planning and Organization
· Analysis of Financial Data
· Self-Starting, Self-Management and takes Personal Accountability for work
· Customer Focused and Results Oriented
· Flexible, Problem Solver and Adapts to Change
· Thrives under pressure and can manage high-work volume
· Microsoft Applications (Outlook, Excel, PowerPoint, Word, Teams)
**Preferred Series 65**
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
90,000 - 110,000 /year