Job description
Wealth Management Assistant
Position Description
The individual in this position serves a dynamic role that is based around the core responsibility of servicing wealth management clients and must be willing to coordinate and work with all members of the team. This person will be responsible for performing various operational tasks and following appropriate procedures.
Major responsibilities
- Process trades and monitor and resolve portfolio exceptions
- Monitor account distributions and transfers
- Fill out and process account forms
- Create customized reports
- Perform ad-hoc inquiries
Qualifications
- Strong analytical and problem-solving abilities
- Series 7
- Ability to adapt and prioritize workflow
- Excellent communication skills
- Proficiency with Microsoft Excel
- Accurate data entry
- Desire to learn
- Financial services experience required
- Strong academic record, must possess a four-year college degree
Job Type: Full-time
Pay: $65,000.00 - $75,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Physical setting:
- Office
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: Hybrid remote in Chicago, IL 60606
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