Description HIRING ASAP IF YOU ARE INTERESTED AND FOR PROMPT REPLY, PLEASE EMAIL YOUR RESUME TO MY LINKEDIN AT JAYVELLE CASTANEDA. THANK YOU CLIENT:Successful global boutique wealth management firm. Their team of advisors offers a full range of wealth planning strategies and deep knowledge of investments to help individuals, multigenerational families, endowments, and foundations achieve financial peace of mind.ROLE: Associate- Operations (Private Funds Group).This role centers on ensuring an exceptional customer experience for Wealth Management clients receiving private alternative investment allocations as directed by their Advisor. Associate attains understanding of private alternative investment products. Collaborate with various internal teams, custodians, and private alternative investment security. QUALIFICATIONS- 1-2 years of work experience in financial services industry or academic background in finance. Excellent written and verbal communication skills High degree of individual initiative and job ownership to achieve goals without close supervision Excellent organizational and time-management skills; ability to multi-task and reprioritize work on an ongoing basis Excellent attention to detail and high quality of work MUST have experience and strong knowledge and hands on Excel, Word and PowerPoint. Bachelor’s Degree preferred- High School Graduate ok.Requirements RESPONSIBILITIES:Respond to client and advisory team requests related to private alternative investments.
Monitor reporting and transaction processing at the custodian, ensuring that client online views and statement reflect correct information.
Prepare, deliver, and follow up on required documentation.
Complete special projects as needed.
Why work here?Career path is open to Advisor or Client Service Manager.
Work for a reputable Wealth Management Firm.
Open to non-degree candidates.