Accounts Associate - Entry Level

Job Overview
This Accounts Associate position provides direct assistance to the Advisor in relation to the account creation and management on behalf of our clients. As we are a specialized boutique Wealth Management firm that works with clients in the Pharmaceutical / Life-Sciences Space, Business Executives and Entrepreneurs, our account and investment execution can be complex. We are looking for an individual with strong attention to detail and a desire to grow in the role.

Responsibilities - Primary

• Co-create and process custodian account paperwork
• Track account processes from start to completion
• Execute Trading Instructions from the Advisor
• Communicate with our TAMP provider on Account Assignment & Rebalancing
• Track and Maintain trading for our Master TAMP Spreadsheet
• Coordinate special client trading project planning and execution
• Execute Mutual Securities SBD Paperwork for Advisor

Responsibilities - Secondary

• Co-create and process custodian account paperwork
• Scanning, filing, maintaining electronic client records
• Assist in phone reception - if needed
• Co-maintain our CRM database
• Assist on client project planning and execution
• Assist in account maintenance processes & deliverables
• Other duties as developed in a growing firm

Skills

• Excellent written and editing skills.
• Ability to build and maintain positive and productive relationships with internal team members and external partners.
• Ability to work with minimal direct supervision, but also can know when to seek help or support from a supervisor or colleagues.
• Excellent collaborative problem-solving capabilities w/ a high level of maturity & judgment.
• Strong abilities with Microsoft Office software & team-collaboration software tools.
• Able to work effectively under time sensitive situations.
• Help to create an environment that enables talented people to thrive.
• Encourage sharing of best practices, improvements, ideas and feedback.
• Detail oriented.
• Highly qualified in successfully initiating and completing projects.

Personal Qualities:

• Energized, creative, proactive, and enthusiastic - willing to take initiative with confidence.
• Professional style and manner - gravitas, authority, credibility.
• A team player with a strong sense of humor, who thrives in a collaborative setting.
• Ability to thrive in and enjoy a growth challenging environment.
• Talent for careful time management and excellent attention to detail.
• Resilient, with the ability to work to deadlines and maintain high levels of professionalism under pressure.

Vizionary Wealth Management and VWM's Culture:

Vizionary and our team members often work with clients in the Pharmaceutical/ Life-Sciences Space, Business Executives and Entrepreneurs who are first generation wealth-builders possessing strong values, integrity and a worldview they are passionate about conveying to their children. The VWM Team serves these clients by helping them reduce friction at the intersection of the work being done by us, the CPA, the Estate Attorney, the Insurance Professional and more they may be working with on their finances.

But most of all, we help our clients Envizion More. Not just "Will I have enough to retire?", but to be the ONE who changes the trajectory of their family tree, the ONE who leads transformational thinking for their children and grandchildren, and the ONE who leaves a legacy that is more than just money, a legacy that changes the ways others see the world and show up inside it.

Being a Vizionary Team member means you are a part of The Vizionary Client Experience that propels our clients to be the ONE. That means VWM invests in you. For the Executive Team at Vizionary, our team is our client. It is our job to serve you, so you can be the ONE, and to help you Envizion More in your own life and work. We believe this culture propels each VWM Team Member to serve our clients to Envizion More.

Job Type: Full-time

Pay: $40,000.00 - $45,000.00 per year

Benefits:

• 401(k)
• Health insurance
• On-the-job training
• Paid time off
• Professional development assistance

Application Question(s):

• Do you have a background in your work or education in business or finance?

Language:

• English (Required)

Ability to Commute:

• Wilmington, DE 19802 (Required)

Work Location: In person

Salary : $40,000 - $45,000