What are the responsibilities and job description for the Financial Wealth Management Analyst position at AMG National Trust?
About AMG National Trust
AMG National Trust (AMG) is a privately-held wealth management firm headquartered in Denver, Colorado. With more than 50 years of wealth management expertise, AMG has helped individuals and families, corporate executives, business owners and institutions develop strategies for long-term financial success. We provide integrated financial planning, investment management, access to private capital, tax preparation, trust administration, charitable giving, retirement plan administration, and banking services.
Position Purpose
Provides analytical support to Financial Advisors and Investment Group
EDUCATION / EXPERIENCE REQUIREMENT
- Bachelor degree in finance, accounting, economics, tax, or quantitative analysis preferred
- 0-2 years of prior work experience in the financial or investment field
KNOWLEDGE AND SKILLS REQUIREMEN
- Advanced user of MS Excel
- Experience performing financial and quantitative analysis
- Effectively prioritizes, communicates and manages workflow and meets deadlines
- Effective written and verbal communication skills
- Flexible; adapts to new tasks and responsibilities
- Thorough and attentive to details
- Self-motivated; works hard and follows through
- Performs high-quality, accurate work
- Demonstrates strong cooperation and a positive attitude
RESPONSIBILITIES
- Efficiently and accurately use proprietary computer programs and models
- Obtain client data and use it to effectively prepare financial analyses required to address the client's specific situation
- Prepare federal and state estimated income tax vouchers
- Maintain strong analytical skills in financial, numerical, economic and other areas of financial planning. Accurately assess what is important for each client, prepare written and oral reports concerning each client’s financial situation, and develops new ideas for client’s investment strategies
- Assist financial advisor in determining appropriate course of action regarding investments and taxes, when appropriate
- Send follow up letters to clients and respond to client calls, when appropriate
- Understand and communicate client performance reporting
- Ensure investment strategies are implemented
- Monitor client account transactions and objectives
- Oversee and ensure completion of meeting follow up tasks
- Complete forms, applications, wire transfers and investment trade requests
- Assist financial advisor with compliance measures
- Attend meetings with financial advisors and client(s), when appropriate
- Other duties as assigned
Salary : $60,000 - $70,000