• Collaborate with team of Financial Advisors to support existing clients and grow book ofbusiness• Resolve client matters associated with day-to-day investment activity and operations• Manage new client onboarding process and execute daily client responsibilities as primary point-of-contact• Implement investment strategies and portfolio rebalancing changes• Assist Wealth Planner with team investment meetings, investment portfolios, and model changes• Generate Client… Show more • Collaborate with team of Financial Advisors to support existing clients and grow book ofbusiness• Resolve client matters associated with day-to-day investment activity and operations• Manage new client onboarding process and execute daily client responsibilities as primary point-of-contact• Implement investment strategies and portfolio rebalancing changes• Assist Wealth Planner with team investment meetings, investment portfolios, and model changes• Generate Client Review and Private Wealth Analysis reports for client meetings• Oversee 401k business including performing activities related to fund changes, performancereports, and onboarding Show less

• Build relationships and provide individuals with career opportunities that align with personal andprofessional goals, skills, and interests• Responsible for sourcing potential candidates through various platforms whose pastcareer experience align with top skill requirements explained in a specific position aswell as company culture• Assist in managing accounts in conjunction with Account Manager to help build and growrelationships with clients• Meet with managers… Show more • Build relationships and provide individuals with career opportunities that align with personal andprofessional goals, skills, and interests• Responsible for sourcing potential candidates through various platforms whose pastcareer experience align with top skill requirements explained in a specific position aswell as company culture• Assist in managing accounts in conjunction with Account Manager to help build and growrelationships with clients• Meet with managers and clients to discuss positions within their organization and acquirean understanding of what skills their ideal candidates would possess and who would bestbe able to be successful in the roles they are trying to fulfill• Speak with managers at various companies about candidates to set up interviews, receivefeedback, and negotiate offers• Provide exemplary customer service to candidates and clients Show less

• Produce financial ad contract spreadsheets for Business Managing Director• Pull and create distribution contracts for company clients

• Set up client meetings to determine financial goals and assist with reaching those goals• Create financial portfolios for clients• Become knowledgeable about financial trends and products

• Meet with potential clients to discuss products and benefits• Help determine client needs and financial goals

• Put together financial portfolios and information for clients• Assist in analyzing potential new investment strategies for clients

• Reconcile inter-company transactions• In charge of supply analysis and project to entertain and analyze potential new suppliers• Enter cash, cash reconciliations, and accounts payable and receivable into ERP system