Client Advisory Associate

Requirements

• Bachelor's degree from an accredited 4-year university
• Industry certification an advantage but not essential - (CTFA or CFP)
• Willingness to continue education (CTFA, CFP, MBA)
• Understanding of trust accounting and/or estate planning concepts preferred but not essential
• Superior skills and experience with Microsoft Office, especially Word, Excel, and PowerPoint.
• Excellent written and oral communication skills.
• Superior organizational skills with the ability to multi-task and to manage and prioritize multiple projects and competing deadlines.
• General office administration and clerical experience.
• Excellent attention to detail with the ability to exercise independent judgment.
• Aptitude to understand and perform basic mathematical calculations such as fee calculations, and other percentage-based calculations.
• Ability to learn new processes and programs and desire to grow with the company.
• Valid driver’s license and the ability to travel by airplane.
• Strong people skills
• Client service focus
• Effective verbal and written communication skills
• High integrity with a diligent work ethic
• Team/people-oriented
• Highly organized with good time management skills
• Meticulous attention to detail

Benefits

• medical
• dental
• vision
• 401(k)
• life insurance
• paid time off
• Wellness Program
• annual bonus
• incentive pay
• equity