High-energy, self-motivated, team player with a desire to excel in demanding and detailed environment. Leverages analytical and communication skills and industry knowledge to help clients obtain financial goals and plan for future. Fosters positive support to firm business growth and success.
· Strong interpersonal skills and the ability to deliver highly personalized services to a wide range of clients · Highly organized with strong analytical skills and attention to detail · Strong quantitative skills utilizing Excel and other MS applications. Ability to apply math and quantitative knowledge to resolve problems. | · Knowledge of financial markets and the financial planning industry · Proficient with Microsoft Excel, PowerPoint, Salesforce, Bloomberg, Morningstar |
· Provide dedicated operational and sales support to multiple Financial Advisors in a fast-paced environment, assisting in all areas of practice including business management, development, planning, relationship management, service and administration.
· Serve as primary client contact, consistently building relationships to truly understand needs and analyze product/service growth opportunities that ensure profitability of portfolio.
· Conduct investment strategy meetings to discuss/analyze performance results, economy/markets, fund developments, and investment strategy.
· Support all business development activities and produce investment plans and written proposals for prospects and clients.
· Perform routine financial reporting to manually account for Private Equity and Hedge Fund exposure within client's portfolios
· Responsible for maintaining cash and trade reconciliation reports to identify and resolve bookkeeping discrepancies.
· Assisted with progress reporting including status of unresolved control deficiencies from the internal controls assessment process.
· Led the teamwide initiative to automate the reconciliation process and improve team efficiency.
· Collaborated with business leads to prioritize deficiencies from the assessment process and recommend improvements.
· Worked directly with financial planners and advisors to prepare annual and semi-annual reviews for clients.
· Provided individualized solutions for high-net worth and high-income clients, offering sound strategies to complex financial solutions.
· Performed research and ad hoc data analyses of financial information for upper management.
· Series 7 and Series 66 Certifications
· Currently studying for CFP® Certification
· Strong interpersonal skills and the ability to deliver highly personalized services to a wide range of clients
· Highly organized with strong analytical skills and attention to detail
· Strong quantitative skills utilizing Excel and other MS applications. Ability to apply math and quantitative knowledge to resolve problems.
· Knowledge of financial markets and the financial planning industry
· Proficient with Microsoft Excel, PowerPoint, Salesforce, Bloomberg, Morningstar
· Provide dedicated operational and sales support to multiple Financial Advisors in a fast-paced environment, assisting in all areas of practice including business management, development, planning, relationship management, service and administration.
· Serve as primary client contact, consistently building relationships to truly understand needs and analyze product/service growth opportunities that ensure profitability of portfolio.
· Conduct investment strategy meetings to discuss/analyze performance results, economy/markets, fund developments, and investment strategy.
· Support all business development activities and produce investment plans and written proposals for prospects and clients.
· Perform routine financial reporting to manually account for Private Equity and Hedge Fund exposure within client's portfolios
· Responsible for maintaining cash and trade reconciliation reports to identify and resolve bookkeeping discrepancies.
· Assisted with progress reporting including status of unresolved control deficiencies from the internal controls assessment process.
· Led the teamwide initiative to automate the reconciliation process and improve team efficiency.
· Collaborated with business leads to prioritize deficiencies from the assessment process and recommend improvements.
· Worked directly with financial planners and advisors to prepare annual and semi-annual reviews for clients.
· Provided individualized solutions for high-net worth and high-income clients, offering sound strategies to complex financial solutions.
· Performed research and ad hoc data analyses of financial information for upper management.
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