Open Opportunity:

Wealth Management Assistant

Alloy Silverstein is a multi-office regional accounting and financial services firm seeking a full-time Wealth Management Assistant for our Cherry Hill, NJ office location.

About us

While Alloy Silverstein Accountants and Advisors has been a prominent South Jersey CPA firm since 1959, the financial services division was created in 1999. Led by Managing Shareholder Ren Cicalese, CPA, PFS, CGMA and Director of Financial Services Ronald Donato, MBA, CFP®, Alloy Silverstein Financial Services specializes in providing personalized and tax-smart financial planning, investing and retirement solutions, and wealth management services to business owners, families, attorneys, medical professionals, professional athletes, and shared clients of the CPA firm.

Wealth Management Assistant position

This administrative support role will be focused on the financial planning and wealth management services side of the firm, while also assisting the CPA firm’s administrative support staff during the tax season months. The Wealth Management Assistant will report to and work alongside the Director of Financial Services to manage daily client inquiries and needs, answer calls, coordinate meetings, take ownership of the CRM database, maintain correspondence and compliance records, run reports, carry out client transactions, and work closely with our financial partner companies and broker dealer. This position does require fingerprinting prior to accessing client data or financial paperwork.

Responsibilities include, but not limited to:

• Managing the client experience by greeting clients with both verbal communication and written correspondence
• Performing administrative tasks and completing paperwork for new client accounts and on-going client needs
• Scheduling, coordination, and preparation of materials for client meetings
• Maintaining comprehensive and accurate records, documentation, and reports to assure full compliance as required by board standards and our broker dealer
• Updating CRM of all client demographic information and logging of all client interaction
• Assisting Director of Financial Services with daily needs and requests
• Setting up new client accounts
• Preparing transaction and insurance applications and client consent forms for contributions, distributions, and asset transfers
• Running and pulling reports as needed
• Maintaining detailed compliance records and files for firm advisors
• Attending weekly status and strategy meetings to address planning of priorities
• Completing continued education as required by broker dealer
• Working alongside Marketing to plan and mail/email newsletters and client marketing materials
• Becoming thoroughly familiar with broker dealer’s systems and procedures

Requirements:

• Excellent business communication skills with emphasis on a positive customer service experience

• Ability to multi-task in a fast-paced environment while balancing and prioritizing daily responsibilities

• Thorough and detail-oriented
• Strong computer skills

• Prior system and program knowledge a plus: Microsoft Office Suite and Redtail CRM
• Ability to maintain confidentiality and conduct business professionally
• Reliable and dependable with an excellent attendance and punctuality record
• Work well independently and in a team with positive attitude and professional presence
• Bonus: Have a passion for personal financial planning

Qualification requirements:

• High School Degree or GED
• Accounting and/or Finance Degree
• In lieu of degree, 2 years of industry experience
• Prior background/experience in Avantax, 1st Global, SEI, a plus
• Desire to obtain FINRA series 6 and or series 7, FINRA Series 63 and 65 or 66, and insurance license
• Able to work flexible and/or overtime hours including Saturday’s and late evenings base upon work and peak busy times

This is a full-time position with hours Monday through Friday from 8:00 AM to 5:00 PM. During tax season, additional hours will be available. Compensation depends on experience. Alloy Silverstein offers a competitive benefits package including a health insurance, life insurance, 401(k) plan with firm match, paid holidays, PTO, paid volunteer days, business casual dress, firm social events, and more.
Apply Now

Alloy Silverstein is an EEO. Our team members are nationally recognized for providing superior client service. Join our client-centric, community-minded team today. For immediate consideration, send resume and salary requirements to careers@alloysilverstein.com

Want to join the Alloy Silverstein team? To apply, send your resume to careers(at)alloysilverstein.com or apply using the link below.

With office locations in Cherry Hill and Hammonton, Alloy Silverstein has been providing the Philadelphia region with accounting, tax, auditing, and advisory service since 1959. Our professionals have made many long-term client relationships by valuing an emphasis on excellence, hard work, giving back to our local community, and pledging to go above and beyond with exceptional client service.

Posted March 2024