Wealth Management Officer

Responsibilities:

• Responsible for all aspects of client service-related activity for high-net-worth families, family offices, endowments and foundations
• Effective communication with both internal and external contacts including prospects and clients
• Ownership of collaboration with outside advisors, (accountants, attorneys) to deliver the highest level of client experience
• Understanding of trust administration, endowments and foundations, and other complex entities, such as LLC’s, limited partnerships, retirement accounts, and alternative assets
• Organize and manage client meetings from start to finish
• Ownership of all account maintenance activities (client onboarding, transactional execution and oversight, and recurring client deliverables, etc.)
• Understand fiduciary applications relevant to client relationships
• Proactive resolution of client inquiries
• Prepare letters and other client communications
• Complete customized analyses and/or reporting as requested by clients
• Strong understanding of competitor and industry products and services

Qualifications:

• Bachelor’s degree required; degree in Finance or Business preferred
• Minimum of 6 years of relevant work experience
• Experience with Trusts and Fiduciary-based relationships
• CTFA preferred
• Knowledge of a variety of accounting tasks involving the preparation and maintenance of financial records
• Strong management skills and leadership experience, with the ability to train and develop junior colleagues
• Desire to learn and the ability to learn quickly
• Superior client service and communication skills