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Wealth Management Associate
3 months ago
PDM Investment Services is looking for experienced Wealth Advisor Associates to work along the Principal Wealth Advisor to help clients meet their financial goals.
The job entails providing operational and administrative support to wealth advisors in a fast-paced financial planning office. The associate will assist the wealth advisor in many areas of our financial planning practice, including answering in-bound calls, preparing new account and service paperwork, managing multiple computer systems in a paperwork-intensive environment, providing customer service both in-person and over the phone, facilitating and resolving client service requests, scheduling client meetings, generating and mailing correspondence, and completing other administrative tasks as assigned.
Responsibilities
- Assist Principal Wealth Advisors with daily activities, including maintaining calendars, preparing correspondence, and providing customer service;
- Interact with clients in person and over the phone;
- Prepare and review new account paperwork;
- Facilitate and resolve client service requests;
- Apply a working knowledge of operations/client-service processes;
- Work independently, effectively, and efficiently;
- Ensure paperwork is prepared and provided for all client meetings;
- Handle confidential and/or sensitive information responsibly;
- Maintain admin functions of the office such as office supplies and mail;
- Perform other duties as assigned.
Qualifications
- At least 1 year of financial services experience
- Bachelor’s degree in finance, business, or financial services (or equivalent experience)
- Detail oriented and able to work in a fast-paced environment
- Committed to providing exceptional customer service
- High degree of comfort managing multiple tasks simultaneously
- Strong character and a positive attitude
- Proficient with Microsoft Office
- Excellent written and verbal communication skills
