What are the responsibilities and job description for the Wealth Management Associate position at Masis Professional Group?
Wealth Management Associate
As a Senior Recruiter at Fanning- Masis, I assist my client companies, investment/asset/wealth management firms located in and around Boston which serve a private wealth and/or institutional client base, with their candidate recruitment process
I’m writing to inform you that one of my client companies, a wealth management firm located in Boston, is seeking a Wealth Management Associate. This position involves providing support to one of the firm’s Principals by performing an array of duties including ensuring client accounts are added to the CRM per client allocation mandates, addressing daily account inquiries, ensuring adequate liquidity to execute portfolio transactions, portfolio reporting, preparing materials for portfolio reviews, attending portfolio reviews, executing post review tasks, and the like.
This role is a FANTASTIC opportunity for an individual who offers 1-4 years of experience providing support to an Advisor community at a wealth management firm
Compensation includes a base salary in the $65K- $85K range, depending on experience, plus bonus
If you are qualified and interested in pursuing this role, please send your updated resume to adamc@fanning-boston.com
Best,
Adam
Salary : $65,000 - $85,000