Description. Our financial planning and wealth management firm is seeking a candidate to fill a full-time Client Service Associate position. The right person should have at least 3 years of experience working as a Client Service Associate/Administrative Associate in the wealth management, financial planning, and/or asset management business.. The Client Service Associate will be part of a team of six professionals. The focus of this role will be on providing personalized client service, administrative support to the Financial Advisor, and organizational support to the office. Our company is a ... view job details
Description. Job Brief:. The Executive Assistant, with an emphasis on project management, will play an important part in guaranteeing that the office runs efficiently. Tasks include (not limited to): project management, scheduling; reviewing, prioritizing and responding to emails, answering and returning phone calls, organizing documents, maintaining records, taking notes at meetings and any other administrative tasks that support the needs of the office.. Responsibilities:. Maintain schedule calendar, arrange meetings & phone calls, set up reminders. Draft, review and send communications on b... view job details
Description. As an integral part of Bleakley Financial Group, the Investment Analyst works closely with a Wealth Advisor and Junior Partner in providing them with fully integrated wealth management proposals. The Investment Analyst is involved in helping to manage all tactical activities associated with client accounts and planning. This includes coordinating investment management and review of client portfolios to maintain and verify that they are properly aligned to their target allocations. Essential Functions:. Performs portfolio reviews and assessments including asset location for tax opt... view job details