Asset Management Specialist

Galecki Financial Management has achieved a national reputation in the Fee-Only Wealth Management field. We consider our team a family. We work hard to create a welcoming and positive environment while never sacrificing the experience we give our clients. We’ve been known to hold team building events at local escape rooms, in-door Go Kart tracks, and Fort Wayne Tin Caps games just to name a few.

Our team members must be self-motivated, goal-oriented individuals who enjoy working in a small office environment. In a small office, we wear many hats. All team members need to be organized, detail-oriented and be able to multi-task. We value collaboration and look for individuals with positive attitudes that can work with a variety of personality types. All positions require a professional appearance, poise, and maturity.

Every position in our firm is a vital part of creating the best possible Client Experience.

The Asset Management Specialist position is not a client facing position, although client contact is a daily occurrence through phone and email. The Asset Management Specialist will work approximately 40 hours per week. Overtime may be required on occasion. This is an in-office position.

• Set up and maintain client accounts.
• Compile and complete client, custodian, and firm paperwork.
• Reconcile account information from custodian.
• Run daily reporting of transactions and investment activity.
• Execute account trades.
• Provide general support for portfolio/investment tasks and special projects.
• Assist Senior Financial Planners and Staff Financial Planners as needed.
• Maintain and manage client relationships/respond to client needs.

• At least 3 years of professional work experience.
• Strong computer skills with proficiency in Microsoft 365 products.
• Organized, detail-oriented, ability to multi-task.
• Must be a team player, collaborative, and able to work well with others.
• Desire and ability to work successfully in a small office environment.

• Starting salary will be based on industry knowledge and years of professional experience.
• Life Insurance
• Short-term and Long-term Disability Insurance
• Health and Dental Insurance
• Employer Health Savings Account (HSA) Contribution
• Personal paid time off
• 401(k) plan with company match and elective profit-sharing
• Budget for professional and personal continuing education