A federally registered investment advisor who help high net worth individuals and small businesses build and maintain their wealth by creating realistic financial plans and managing portfolio growth responsibly are looking for an operations associate to join a well run team. The position has opened up due to growth plans for 2019 and is a great opportunity for someone looking to get their foot in the door at a fantastic establishment. Duties include: - Prepare, process, track, and maintain new client paperwork to ensure compliance with regulatory and legal requirements. - Work with representatives of other financial Institutions and the new client to ensure that the new account process goes smoothly and actively ensures that all possible issues are resolved. - Ensures that all client related cash management requests and requirements (such as transfer of assets; check requests, wiring funds, and change of address) are done in a timely manner and in compliance with regulatory and legal requirements. - Utilizing our portfolio accounting software audits client accounts to ensure that they are ready for billing. Please email your resume directly to Victoria Niles at [Click Here to Email Your Resum ] if you are interested - Minimum 2 years? experience with a financial service employer. - Demonstrated experience opening accounts with financial institutions preferred. - Knowledge of different wealth management investment account types and account features. - Intermediate level Microsoft Word, Excel, and Outlook and the ability to navigate easily through Internet-based systems. - Intermediate skills on portfolio accounting software and CRM software preferred. - Excellent verbal and written communication skills. Please email your resume directly to Victoria Niles at [Click Here to Email Your Resum ] if you are interested
Accountemps matches highly skilled professionals with accounting finance jobs at the best companies on a temporary and temporary-to-hire basis. Our mission is to provide you with a rewarding finance or accounting job that is well matched to your professional skills helping you to advance in your career. Our experience, combined with the resources of our worldwide network of offices, makes Accountemps a great resource for your career. We offer excellent opportunities to find temporary accounting and finance jobs for all experience levels. From accounting clerks and bookkeepers to accounts payable and staff accountants, we can provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company once again was named first in our industry on Fortune magazine's list of \"World's Most Admired Companies.\" (February 1, 2018), and 9 out of 10 of our customers would recommend our service to a colleague.
Contact your local Accountemps office at 888.###.#### or visit www.accountemps.com to apply for this job now or find out more about other job opportunities.
All applicants applying for U.S. job openings must be authorized to work in the United States. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
2018 Accountemps. An Equal Opportunity Employer M/F/Disability/Veterans
* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.