Executive Director, US CPA and Professional Services at Brewer Morris | MarkSmith@BrewerMorris.com | 443-244-3017
Our client, a Boutique Wealth Management firm is actively looking for an Operations Analyst to assist their growing team! This team is close-knit, takes vacations away together once a year to tropical locations, and pays 100% of employee healthcare!
Qualifications:
1-3+ years of financial operations in a professional financial services or wealth management environment
Strong software skills including Word, Excel, Outlook, Fidelity system, eMoney, Morningstar
Organization skills to handle multiple tasks concurrently
Must be enthusiastic and positive team player who is willing to help out and works well with colleagues
Excellent communication, writing, judgement and problem solving skills
Strong attention to detail as well as solid organization/time management skills
Knowledge of wealth management
Interpersonal skills and passion to engage with clients
An aptitude to assess client needs and identify opportunities
Being coachable and collaborative
Responsibilities:
Coordinate and speak with clients on daily basis
Utilize planning tools and capabilities to uncover opportunities and assist advisors in creating comprehensive financial plans and portfolios