Wealth Management Analyst

Position **Provides analytical support to Financial AdvisorsEDUCATION / EXPERIENCE *Bachelor degree in finance, accounting, economics, tax, or quantitative analysis preferred1-2 years prior work experience in the financial or investment fields preferredKNOWLEDGE AND SKILLS *Advanced user of MS ExcelExperience performing financial and quantitative analysisEffectively prioritizes, communicates and manages workflow and meets deadlinesEffective written and verbal communication skillsFlexible; adapts to new tasks and responsibilitiesThorough and attentive to detailsSelf-motivated; works hard and follows throughPerforms high-quality, accurate workDemonstrates strong cooperation and a positive attitude**Efficiently and accurately use proprietary computer programs and modelsObtain client data and use it to effectively prepare financial analyses required to address the clients specific situationMaintain strong analytical skills in financial, numerical, economic and other areas of financial planning. Accurately assess what is important for each client, prepare written and oral reports concerning each client's financial situation, and develops new ideas for client's investment strategies.Assist financial advisor in determining appropriate course of action regarding investments and taxes, when appropriatePrepare federal and state estimated income tax vouchersSend follow up letters to clients and respond to client calls, when appropriateUnderstand and communicate client performance reporting Ensure investment strategies are implementedMonitor client account transactions and objectivesOversee and ensure completion of meeting follow up tasksComplete forms, applications, wire transfers and investment trade requestsAssist financial advisor with compliance measuresAttend meetings with financial advisors and client(s), when appropriate Other duties as assigned

Created: 2025-06-23