|Title:||RIA Operations and Client Administration Associate|
|Job Location:||New York City, New York - United States|
|Salary:||contact recruiter for details|
|Other Compensation:||bonus eligible|
|Employer Will Recruit From:||Local|
The company is a prestigious, award-winning wealth management firm. This is a great career growth opportunity for a rising professional interested in finance and wealth management. Great benefits as well!
RIA Operations and Client Administration Associate
New York, NY.
Requires: 1-2 years of experience in the financial services industry and desire to pursue a career in wealth management operations.
Our client is a leading, independent wealth management firm with a pioneering history in the fee-only advisory sector and leadership by award-winning financial advisors.
The firm seeks a highly capable, hardworking RIA Operations and Client Administration Associateto perform a variety of operational tasks, including providing support to Financial Advisors.
You will set up and maintain client accounts, compile and complete client, custodian, and firm paperwork; and review and maintain client transactions and activity. The Client Administration Associate also may be involved with the execution of several firm-wide projects.
This position is on an Operations career track and has the significant upward potential over time. A formal training program ensures professional growth and supports continuing progress at the firm.
Duties and Responsibilities of the RIA Operations and Client Administration Associate:
Qualifications of the RIA Operations and Client Administration Associate:
Keywords: wealth management, financial services, financial advisory, client service, CSA, CFP, portfolio management
University - Bachelor's Degree/3-4 Year Degree