Investments & Analysis:

● Process and confirm transactions

● Prepare and organize account applications

● Develop expertise with platforms and systems utilized

● Maintain and update records of transactions via investment logs

● Update client investment summaries and prepare investment portfolio proposals

● Use Excel, Bloomberg, etc. to produce various reports and/or gather securities information

● Focus on constantly creating analytical and operational controls and workflow efficiencies

● Perform various financial analyses

● Build and maintain eMoney sites

Client Servicing:

● Responsible for servicing and maintaining client relationships

● Communicate effectively with high net worth clients

● Preemptively service clients

● Prepare investment-related materials for client meetings and manage all follow-up

● Build, manage and grow client touch (DRIP) campaign

Product Knowledge:

● Develop knowledge of current investment products

● Serve as liaison between advisor and wholesalers/strategic alliances

● Maintain current knowledge of procedural and regulatory investment requirements

Requirements:

● Strong Excel and “follow up” skills

● Highly organized, self-motivated and extremely detail oriented

● Very bright and loyal with a great work ethic

● Positive “can do” attitude and a warm smile

● Able to work at a fast pace without compromising quality or accuracy

● Extremely responsible; professional and presentable at all times

● Efficient and effective time management skills

● RedTail CRM and eMoney experience

● Bachelors degree in Finance and some prior industry experience required

● Certified Financial Planner (CFP) preferred

Job Type: Full-time

Pay: $65,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

COVID-19 considerations:
Follow guidelines of CDC

Ability to commute/relocate:

• Livingston, NJ 07039: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Required)

Experience:

• Microsoft Excel: 2 years (Required)
• Financial planning: 1 year (Required)

Work Location: In person

Please Note :
chrismaxcer.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, chrismaxcer.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.