Management Associate, Wealth Advisory

About the position

The primary function of the Management Associate is to assist and support the designated Relationship Managers, Wealth Advisors and Fiduciary Specialists with advisory-related client service, trust and account administration, compliance requirements, and other functions as required to ensure excellent relationships with clients and business partners and success with firm wide initiatives. This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA).

Responsibilities

• Independently handle certain complex to moderately complex client inquiries as part of RM team.
• Respond to client requests or proactively identify potential issues in the normal course of business.
• Undertake research or take needed action to resolve client issues and keep all relevant parties informed.
• Act as initial point of contact for client and internal communications, manage information flow, prioritize needs.
• Assist with and draft communications as required.
• Prepare presentation material for meetings and coordinate with investment, tax or other departments to ensure deadlines are met.
• Plan and coordinate all aspects of client meetings.
• Develop a strong knowledge of all aspects of Wealth Advisory functions, policies, procedures and best practices.
• Become a subject matter expert on all aspects of basic administrative duties including daily transaction processing.
• Coordinate with Securities Operations and other business partners until transactions or matters are resolved.
• Review and prepare discretionary requests for approval with supervision.
• Participate in special projects and firm-wide initiatives to foster understanding of multidisciplinary wealth management practice areas.
• Assist and train others, as needed, and perform other duties and responsibilities as assigned.

Requirements

• Bachelor's degree preferably in accounting, finance or related field required.
• 0-4 years of experience in financial services, preferably in a fiduciary environment required.

Nice-to-haves

• Advanced degree/certification preferred (JD, MBA, CTFA, CFP).
• Knowledge of trust accounting and investment systems strongly preferred.
• Superior team orientation.
• Advanced knowledge of Microsoft Office.
• Self-starter with a great deal of initiative.
• Full understanding of client privacy and confidentiality.
• Excellent verbal and written communication skills.
• Demonstrated competence in organizational and problem solving skills.
• Ability to work well under pressure.
• Consistent accuracy and attention to detail.

Benefits

• Competitive health and welfare benefits, including company HSA contributions.
• Numerous voluntary benefit choices available.
• Superior 401k match.
• Tuition reimbursement.
• Company subsidized commuter benefits.
• Generous paid time off, including parental leave.