Account Administrator - Wealth Management

ACCOUNT ADMINISTRATOR – WEALTH MANAGEMENT

DIRECT HIRE $70-75k
DALLAS, TX | ONSITE

Seeking an experienced professional Account Administrator for a highly confidential elite private wealth management firm in Dallas, TX. This is an opportunity to join a dynamic Wealth Management Firm to cater to high-net-worth individuals and families nationwide. The Account Administrator will be exposed to high finance, taxes, trusts, estates, asset allocation and portfolio management, overseeing large financial transactions, tracking of funds and allocating funds in various accounts.

EXTRAORDINARY BENEFITS: 90% EMPLOYEE PAID HEALTH BENEFITS
SEP-IRA ELGIBILITY | EXCELLENT PTO BENEFITS | PRIVATE OFFICE | BONUS ELIGIBILITY
COURSEWORK REIMBURSEMENT | COMPENSATION BASED ON EXPERIENCE

• Provide highest standards of customer relationships and serve the financial needs of the firm’s clientele.
• Attend industry-specific training webinars and meetings; become proficient in asset allocations, estate planning, finance and tax laws related to wealth management.
• Use Black Diamond and Schwab electronic platforms to assist with new client onboarding and maintain and monitor existing client relationships.
• Prepare, file, and update account and client-related documents.
• Update daily, monthly, and quarterly data and reports related to financial portfolios.
• Interact with clients and assist with non-investment-advice matters.
• Prepare analysis and documents related to client portfolio reviews and ensure all deadlines are met and all projects are completed on time.

• Bachelor’s degree from a 4-year university in a finance or relevant field.
• Strong communication skills, both verbally and in writing.
• Strong computer skills (Excel, PPT, Word, Outlook, Adobe)
• Able to work onsite M-Thursday and ½ day on Friday.
• Be adaptable and learn new concepts, systems, and software quickly.
• Highly motivated to get the job done correctly the first time, every time, without errors.
• Be able to complete projects timely, effectively, efficiently, and accurately.
• Work well without supervision by being able to set priorities.
• Be able to maintain confidentiality, and be loyal and trustworthy.
• Be able to work independently by triple-checking all work to detect/eliminate mistakes in a proactive manner.
• Be able to work well with high-net worth clients, colleagues, and vendors.

Qualified candidates send resumes to

#Financialanalysis #Excel proficiency #High Net Worth  #Investmentportfolio