What are the responsibilities and job description for the Account Services Associate position at Apella Wealth?
About Apella Wealth
Apella Wealth (Apella) is an established and fast-growing wealth management firm (RIA) that is expanding to new markets. This role is based in our West Hartford, CT office.
Apella is headquartered in CT with offices across the country. As Apella continues to grow it offers clients, employees and advisors a unique experience by taking a team approach to offering the highest quality of service. We get to know our clients very well and use that knowledge to create customized financial, investment and tax plans, and manage their investments.
We are looking for a self-starting problem solver, with a desire to provide an exceptional client experience, who can think critically and wants to be part of our team.
Responsibilities:
- Provide administrative support to Client Relationship Specialists, Advisors & Planners
- Process account forms and maintain related files
- Communicate with custodians (i.e. Charles Schwab, TIAA)
- Track requests to completion
- Assist with marketing & operations projects as needed
- Respond to client requests for service
- Perform other duties as needed
- Third party communication with estate attorneys, tax preparers, etc.
- Track required minimal distributions and charitable donations annually
Requirements:
- Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint), Internet, CRM Software
- Ability to learn & adapt quickly to multiple technology platforms
- Excellent written & oral communication skills; strong listening skills; professional, positive demeanor
- Strong organizational & prioritization skills
- Ability to muti-task, manage time efficiently in a fast-paced environment
- Ability to work independently or part of a team
- Associate’s degree OR Related/Industry Experience
- Experience related to or focused on tax work preferred
Gallagher's HR & Organizational effectiveness team provides expert guidance and hands-on support in HR, Recruiting, and Payroll to help organizations stay focused on achieving their strategic business goals.
Salary : $50,000 - $55,000