Our Firm

MG&A Wealth is multi-family office that has been serving its client base for more than 40 years in South Florida. We are a team of incredible professionals, advising over a billion dollars of assets, dedicated to helping our clients manage their wealth in the manner most consistent with their needs and desires. Our unique team approach and custom wealth management process allows us to bring high net worth families uncompromised and quality service. We are looking for a team-oriented professional that wants to be part of a growing and award-winning practice.

Position Responsibilities

• Accurately prepare appropriate paperwork to open accounts, initiate transfers, adjust cash flow, etc.
• Prioritize daily work, track progress of projects
• Fulfill routine client service requests, resolve inquiries and escalate cases when appropriate
• Perform office operations including answering phones, screening calls, greeting clients
• Prepare and document production -- letters, emails, memos, reports, etc.
• Creating and updating contacts via database system as necessary
• Daily interaction with both our advisor team and operations team
• Perform all other administrative duties that support advisors in daily business practices
• Assist with projects and other duties as needed
• Actively engage in continued education to stay current

Education and Experience

• Bachelor’s degree preferred in a business-related field (preferably finance/economics)

Qualifications

• 3 years’ experience working as a sales assistant/CSR in a corporate/brokerage environment
• At least one of the following licenses preferred: SIE, Series 7, 66 (or 63 and 65). If unlicensed, willingness to pursue.
• Optional but Ideal: Life & Health Insurance Licenses AND willing to pursue
• Strong verbal and written communication skills for effective interactions with clients, colleagues, and advisors
• Ability to multi-task and quickly switch priorities when necessary to manage deadlines
• Ability to think critically and to process complex financial scenarios
• Open and receptive to feedback and coaching
• Strong interpersonal skills and the ability to work well with others
• Professional demeanor with the highest ethical standards
• Multilingual a plus, but not necessary
• Fidelity custodian platform experience a plus

Job Type: Full time position

Benefits

• Supportive team environment
• Competitive salary and bonus
• Employer paid health insurance, disability, and matching 401k
• Paid Vacation
• Opportunities to pursue other license
• Base Pay Range (not including bonus): $40,000 - $65,000/yr

Job Type: Full-time

Pay: $40,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Life insurance
• Paid time off
• Retirement plan

Compensation package:

• Bonus opportunities

Education:

• Bachelor's (Preferred)

Experience:

• Financial concepts: 1 year (Preferred)

License/Certification:

• Series & 66 (63, 65). If not, are you willing to pursue? (Required)

Work Location: In person