What are the responsibilities and job description for the Analyst, Client Advisory position at Simon Quick Advisors?
Job Title: Analyst
Department: Client Advisory
Location: Morristown, New Jersey
Application Process
To apply, please complete the online application at www.simonquickadvisors.com/careers
About Simon Quick Advisors
Simon Quick Advisors is a wealth management and investment consulting firm that advises high net worth individuals and families. Simon Quick Advisors is an independent registered investment advisor (RIA) offering customized integrated financial planning and investment solutions. The firm has offices in Morristown, NJ, New York, NY, Chattanooga, TN and Denver, CO.
Why Work at Simon Quick Advisors?
Simon Quick Advisors’ culture and company philosophy are founded on a set of fundamental values that influence the choices we make and the actions we take. Our core values encompass integrity & honesty, mutual trust & respect, ownership & accountability, and humility. We provide opportunity, nurture talent, develop our people and reward achievement. You will be joining a culture that promotes functional excellence and teamwork, a passion for learning, and values employee input to help shape the future of the firm.
Duties & Responsibilities
The Analyst position supports one or more Client Advisors ensuring that all client needs are met. Examples of job duties include:
- Implement and supervise documentation for account opening, investments, money movement, and other account maintenance.
- Support and assist Client Advisors with the preparation of financial plans and investment analyses for clients and prospects.
- Interact with third party service providers (i.e. outside custodians, reporting providers, investment managers, and other advisors, such as CPAs and Attorneys).
- Interface with money managers regarding all investment activity.
- Monitor client liquidity needs and daily account activity reports and review monthly/quarterly client performance reports.
- Enter, track, and reconcile investment activity across our proprietary database, various custodians and our reporting provider.
- Prepare materials for client and prospect meetings.
- Participate in client meetings and phone conferences.
- Maintain client confidentiality and assist in identifying potentially fraudulent activity.
Attributes
- Foster a positive atmosphere within the office and with clients.
- Display team-oriented, collaborative spirit.
- Present professional behavior, appearance, and etiquette at all times.
- Demonstrate a desire to develop through continuing education including professional designations and participation in Simon Quick’s in-house training sessions.
- Stay current and knowledgeable of changing industry initiatives and market conditions.
- Ability to work under multiple managers in a dynamic environment.
- Ability to work at a high level of independence.
- Passionate about the financial markets and financial planning.
Qualifications
- Bachelor’s degree with a GPA greater than 3.0.
- 0-3 years of relevant professional financial services experience.
- Superior organizational, time management and written/oral communication skills.
- Process-driven and proactive with excellent problem solving and analytical skills.
- Excellent attention to detail and superior ability to focus.
- Agile ability to manage and prioritize multiple tasks while meeting deadlines.
- Expert level of proficiency with Microsoft Office, particularly Excel, Outlook, PowerPoint, and Word.
- Experience with DocuSign, Salesforce and eMoney preferred.
Salary & Benefits
- Salary and bonus are competitive based on industry standards and experience level.
- Benefits include dental, vision, health care, and 401(k) discretionary profit sharing company match
- Financial support for professional accreditation and continuing education requirements.
- Transparent open-door culture and friendly working environment.
- Every employee is provided with a dedicated mentor and career path guidance.
Application Process
To apply, please complete the online application at www.simonquickadvisors.com/careers.
Simon Quick Advisors, LLC is an Equal Opportunity Employer and we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected
