Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with over $17B in AUM. We have more than 200 employees serving clients from 18 offices in 10 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.
Job Responsibilities
- Interact directly with clients regarding different types of requests, such as money movement requests, account balances, re-ordering of checks, charitable giving confirmation, etc.
- Attend meetings if requested and assist with data gathering and meeting notes.
- Utilize CRM application to perform various functions, such as submitting/assigning tasks, running dialogues (onboarding/offboarding of clients, new contract, and RMD requests), creating new contact entries, updating existing contact information, utilizing the dashboard feature to track tasks, running reports, etc.
- Work with other Wealthspire teams on items such as preparation and submission of client paperwork, preparing the meeting materials, facilitating various transactions, and account maintenance on behalf of our clients.
- Actively engage in available training and education programs - including firm strategic priorities, professional development, and staying current on policies, procedures, and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
- Assisting in the hiring of and providing initial training for new members of the team
- Ongoing training and supervision of more junior members of the team
- Prepare client letters/emails as needed.
- Maintain and update client service procedures.
- Prepare Advisors’ expense reports to include coding and scanning receipts.
- Manage the calendar; set appointments and meetings for Advisors.
- Confirm appointments directly with clients, via email and/or phone.
- Assist with travel arrangements and trip itineraries.
- Schedule lunch and dinner reservations for client meetings if needed
- Perform other duties as and when needed.
- Take ownership, as appropriate, of certain daily functions within client services.
Qualifications
- College degree (preferred). New grads considered with a business and/or finance-related degree and internship/work experience
- Previous back-office operations or executive/administrative assistant experience (preferred); experience in financial planning and/or the securities industry (helpful)
- The previous high-touch, direct client experience is essential.
- Excellent typing and computer skills. General technical ability and comfort with navigating various software applications and systems
- Proficiency in Microsoft Office is required; experience with any CRM, portfolio management, and document management software is a plus. Intermediate/Advanced Excel required.
- Continuously exhibits personal integrity and professional initiative and a personable attitude
What We Offer
NFP, an Aon company, and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others
NFP and You... Better Together.
NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
