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Advisor Associate
Location:
New York, NY
Description:
GenTrust is an investment advisory firm, providing a comprehensive and flexible array of investment solutions to high-net-worth individuals, family offices and institutions. We are currently seeking an Advisor Associate candidate, based out of our New York City office. The candidate would work primarily with our New York-based advisors and be responsible for ensuring all client needs are promptly and accurately addressed. The candidate would also serve as front office support, including welcoming clients and visitors to the office, client onboarding and responding to client inquiries and calls, as appropriate. The candidate should have strong attention to detail, be a self-starter, ambitious, and client-service focused. Specific areas of responsibility include, but are not limited to: RESPONSIBILITIES AND DUTIES: Work closely with the company's NY-based Senior Advisors in the preparing marketing materials and personalized investment proposals and reports. Serve as first point of contact to proactively manage and deliver the client experience and scope of services. Work jointly with advisors on complex relationships, with the expectation that the candidate eventually be able to handle low complexity clients independently. Work closely with the reporting team to generate reports, analyses, and May participate in client meetings to present reports. Oversee and support with post-client-meeting follow ups, including assisting with onboarding documentation and client intake process. Support Senior Advisors with coordinating and processing new private fund Maintain up-to-date client data in the contact management system (CRM) for purposes of reporting, scheduling, tracking, and marketing. Create and maintain client files, prepare client forms and reports, and assist with client correspondence as requested by the firm's Advisors. Work closely with firm's financial planning and reporting team to create customized financial plan and portfolio reports tailored to the client. Support Senior Advisors in solving complex client inquires. Support Senior advisors with business development, which may include but not be limited to coordinating client events and meetings. Provide weekly and monthly portfolio reports to Senior Advisors which supports them in their oversight of client relationships, such as weekly cash positions, monthly portfolio benchmark deviations. Assist clients with requests related to the company's portfolio management system, custodian portal(s) and tax forms. Liaise with clients' and firm's network of business professionals, including accountants, attorneys and other specialized advisors and service partners, as needed. QUALIFICATIONS: A four-year degree from a regionally accredited institution (i.e. Bachelor of Science). Minimum 2-3 experience in the financial industry. Excellent attention to detail and judgment, with high ethical Relationship skills and commitment to establishing long-term client relationships. Self-motivated, highly driven, and entrepreneurial personality. Demonstrate a high degree of organizational and follow up skills. Excellent interpersonal and written/verbal communication Demonstrated ability to articulate financial terminology effectively and clearly. Be able to work both independently with little direction/supervision and as part of a team. GenTrust provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Company:
Abel HR
Posted:
December 26 2023 on ApplicantPro
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More About this Listing: Advisor Associate
Advisor Associate is a Other Jobs Advisor Associate Job at Abel HR located in New York NY. Find other listings like Advisor Associate by searching Oodle for Other Jobs Advisor Associate Jobs.
Advisor Associate is a Other Jobs Advisor Associate Job at Abel HR located in New York NY. Find other listings like Advisor Associate by searching Oodle for Other Jobs Advisor Associate Jobs.