GENERAL JOB DESCRIPTION. The Wealth Specialist, Senior Associate will be a member of a dynamic family office team that supports high net worth client relationships. We help our clients by developing individualized plans for everything from retirement goals to business succession planning to family legacy intentions. Tax planning for individuals and closely held business owners is central to this role. MAJOR DUTIES AND RESPONSIBILITIES. Work close...
GENERAL JOB DESCRIPTION. We are looking for a responsible Administrative Assistant to perform a variety of administrative and clerical tasks. Duties of the Administrative Assistant include providing support to our managers and employees, assisting in daily office needs and managing our company’s general administrative activities. This role ensures all incoming data is processed in an efficient, accurate and expedient manner. The individual in thi...
GENERAL JOB DESCRIPTION. The Wealth Advisor – Advisor Referral Program will be responsible for supporting and implementing MAI’s full-service approach to working with clients in our Advisor Referral Program (ARP). This individual will manage, or assist in managing client relationships from investment management, financial planning, and client communications perspectives. In addition, they will develop referrals through our partner firms and drive...
GENERAL JOB DESCRIPTION. The Assistant Controller is responsible for all aspects of the general ledger function. Compiles, including reviewing and analyzing financial information and transactions to prepare and/or approve journal entries and adjustments for month-end close. In this role, the Assistant Controller will monitor and analyze transactions from other systems, provide monthly, quarterly, year-end, and ad hoc analyses as applicable. Addit...
GENERAL JOB DESCRIPTION. The Client Relationship Manager (CRM) is an individual contributor responsible for relationships with Corporate Retirement Plan Sponsors. The CRM manages a book of business comprised of small and mid-sized companies and is responsible for overall client satisfaction, retention, and relationship expansion. This position is in Cleveland, OH. MAJOR DUTIES AND RESPONSIBILITIES. Form, maintain and strengthen relationships with...
