F.T_Client Administration Associate

Altfest Personal Wealth Management New York , NY 10001

Posted 3 months ago

Altfest Personal Wealth Management is seeking a highly capable, hardworking Client Administration Associate to set up and maintain client accounts, compile and complete client, custodian and firm paperwork; and review and maintain client transactions and activity.
The CAA also handles the execution of client-related and firm tasks such as asset transfers, preparation of reports, and general support of portfolio and investment strategies.
This position has great potential to be on an accelerated career track in operations and has significant upward potential. Our formal training program insures the growth of our CAAs and supports their continuing progress at the firm.

Duties and Responsibilities

Work closely with clients and custodians to execute operational requests for new accounts, asset transfers, and other account related tasks

Manage the firms portfolio accounting system, CRM, electronic document management systems, and maintain various aspects of the firms trading software

Lead the day-to-day operations for our investment teams

Communicate regularly with clients, both verbally and in writing

Deliver superior client service which includes troubleshooting problems

Serve as a liaison between Advisors and clients as needed

Participate in the management of the firms technology program

Function as the lead coordinator between broker dealer service teams and the firm

Manage the firms billing and quarterly report operations

Maintain statistical data for firm reporting and provide analysis to Management

Handle various compliance-related tasks in coordination with the CCO

Manage the firms internship program

Assist in onboarding new employees in various capacities

Serve as an escalation specialist for complex operational matters

Handle investment performance related questions and all performance reporting

Handle special projects as needed
Applicants should have all of the following:

Minimum of 2 years experience in the financial services industry

Bachelors degree from an accredited university with a high GPA

Strong standardized test scores

Proficiency in Word, Excel and Outlook

Strong analytical skills

Organized, detail-oriented and able to multitask

Maintain a Client-first attitude

Superior written, verbal and presentation skills

Team player, collaborative, able to work with and through others

Desire and ability to work successfully in a small company environment

Knowledge of PortfolioCenter, iRebal, Worldox, and Junxure a strong plus

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F.T_Client Administration Associate

Altfest Personal Wealth Management