pinpoint
Associate Advisor - Seattle
AlTi Tiedemann Global
Seattle, USA
Full-time
Entry · 1+ years experience
Hybrid
USD 75000-90000 yearly / year
Discovered 2 days ago
Microsoft Excel
Free
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Key Responsibilities
- Day-to-day delivery of Wealth Management services under the supervision of senior client team members
- Partner with the Firm’s internal Client Service Team to ensure requests are processed and handled accurately and timely
- Customized client presentations which include portfolio performance and analysis, planning recommendations, and cash flow management
- Development of investment portfolio allocations, Investment Policy Statements, and trading decisions which reflect firm investment themes as well as individual client goals in collaboration with teammates
- Communication with clients and outside advisors
- Maintenance, creation, and analysis of performance reports
- Execution of investment decisions
- Client wealth forecasting
- Onboarding of new clients
- Business development support
- Opportunities for professional development and education
Qualifications
- Bachelor’s Degree in economics, business, or related areas
- One to three years of related experience and/or a combination of education, experience, and training
- Ability to work within a team environment, while also being a self-starter
- Excellent written and verbal communication skills
- Superior analytical skills
- Ability to prioritize, be exceptionally organized, and have extreme attention to detail
- Ability to multi-task and manage work across a wide range of clients and advisors
- High proficiency with Microsoft Excel, PowerPoint, and Word
- Ability to learn new systems relating to performance reporting, data/transaction aggregation, data analytics, and client relationship management
- Experience communicating with and presenting to clients preferred
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