BDO's Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally.
The BDO Wealth Advisory group (BDOWA) provides independent and objective investment advice to clients in all areas of financial planning. BDOWA will identify client specific needs, help establish realistic goals and objectives, guide clients in developing a plan and provides assistance in the implementation and ongoing monitoring of that plan, designed specifically to meet client's needs.
Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint , especially query and reporting functions is required
Proficient in the use of industry software, preferably Tamarac -CRM, Rebalance, Advisor View, and eMoney or their equivalent is preferred
Other Knowledge, Skills & Abilities:
Relationship Building able to personally provide high level of interactive service to internal and external clients. Able to foster long term relationships
Team Orientation & Interpersonal highly motivated, passionate and creative team-player with ability to develop and maintain collaborative relationships with all levels within and external to the organization
Communication able to effectively and persuasively express self verbally and in writing, using correct language and grammar in a professional, diplomatic and tactful manner
Organization & Time Management able to work independently with minimal supervision, planning, scheduling and organizing professional schedule to complete actions within established deadlines, handling multiple priorities with strong attention to detail
Adaptability to Change able to be flexible and supportive, react swiftly to and able to positively and proactively assimilate change in rapid growth environment