- As part of a 50-person firm, work on a small team to serve clients.
- Communicate with colleagues, clients, investment managers, family offices, accountants,
attorneys and trustees. - Analyze client balance sheets, cash flow, asset allocation and investment performance
- Initiate all client portfolio activity (including opening and funding accounts, investment
additions/withdrawals, transfers, etc.). - Opportunity to lead work on client projects.
- Opportunity for career advancement/promotion.
Requirements: - Bachelor degree with 1-4 years experience.
- Strong analytical and quantitative aptitude.
- Experience with detail orientation.
- Proficiency in verbal and written communication.
- Strong interpersonal skills and assertiveness.
- Demonstrable project experience.
- Experience working both independently and as part of client team.
- Ability to adapt in an entrepreneurial work environment.
Understanding of investment managers a plus.
Interested candidates, please send resume tojobs@westcoastfinancialjobs.com