We are a fast-growing Registered Investment Advisory (RIA) firm that has very high client service standards. We focus on efficient and accurate execution of projects and tasks. If you are looking for a small company where your hard work can make a difference, this may the perfect opportunity for you.

Primary Job Functions:

• Timely and accurately perform money movement activities including deposits, withdrawals, wires, ACH, RMDs, etc.
• Perform new account openings
• Maintain existing accounts
• Maintain CRM database and client files (copies and data input)
• Ensure client data accuracy and proper flow from custodian and performance management system
• Communicate with clients, coordinate completion of tasks with clients, team and document in CRM

You currently possess:

• A strong desire to follow processes and help improve them.
• In depth industry experience on types of accounts, assets, custodial platforms and CRM programs with the ability and desire to accurately manage information flows across systems.
• A minimum of 4 years working in an RIA in the areas of money movement and account opening
• 4-year college degree
• Well-developed interpersonal, verbal and written communication skills
• Strong attention to detail, planning, problem-solving and organizational skills
• An ability to work with deadlines, be flexible under pressure, and prioritize work

We provide:

• This is a full-time in office position
• Compensation Range of $65,000 - $85,000 depending on experience / qualifications
• Performance based bonus program
• Generous benefits package
• 401(k) plan