Wealth Services Manager

Job Summary

The Wealth Services Manager is a full-time position that provides high-level administrative and clerical support to multiple Senior Wealth Advisors at the firm.

Essential Duties & Responsibilities

• Client Service
• Become an expert on and complete paperwork submissions for new and existing clients.
• Paperwork includes, but is not limited to, Schwab/Fidelity accounts, alternative investment subscriptions, insurance applications, and annuity contract changes/applications.
• Execute ongoing client service by processing client requests, resolving client inquiries, and documenting client communication in CRM.
• Maintain system of tracking and execute one-time, monthly, and annual client money movements (RMDs, IRA contributions, 529 contributions, etc.).
• Assist in general office backup procedures as needed.
• Create summary reports in MS Office or planning software, including account summaries, beneficiary detail and insurance summaries
• Client Meetings and Phone Calls
• Gain familiarity with client situations including money movement, preferences, family details, etc.
• Calendar Management
• Review calendar daily, setting and confirming meetings with clients and others.
• Maintain system of tracking consistent scheduling of client meetings.
• Practice Management
• Capture and document to completion all client and advisor tasks in Client Relationship Manager (CRM).
• Perform administrative duties that support the advisors in daily business practices, including but not limited to telephone coverage, business travel arrangements, coordination of client meetings, file and calendar maintenance.
• Collaborate with Associate Advisors on the team to execute tasks and projects.

Qualifications

• Minimum five years financial services experience required
• Bachelor’s degree preferred
• Strong organization, attention to detail and task management skills
• Computer skills and knowledge of Microsoft Office required, familiarity with Schwab or Fidelity websites preferred
• Strong verbal and written communication and interpersonal skills with clients and coworkers
• Ability to perform multiple tasks efficiently and with accuracy
• Ability to maintain integrity of sensitive and confidential information
• Ability to work independently or in a collaborative setting, exercise good judgement and take initiative

Salary and Benefits

• Competitive salary
• Insurance benefits offered include medical, dental, vision, life & disability coverage
• 401(k) with employer match
• Paid time off (combines your vacation, personal and sick days together – gives you more flexibility)
• Paid holidays
• Paid pregnancy leave, parental leave and grandparental leave
• Flexible attire and flexible workday/teleworking opportunities
• Complimentary parking

Krilogy® is an Equal Opportunity Employer