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Baker Tilly•Portland, OR

About The Position

Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities On-boarding new client relationships. Request needed information in order to prepare onboarding paperwork Populate all new client applications and maintenance forms Gather all required electronic signatures Maintain client/account files in Orion. Confirm all data for each account opened is correct Assist with ongoing money movements Confirm trades placed by advisors are fully executed Providing support to wealth advisors in their role of serving clients including but not limited to scheduling meetings, preparing paperwork and updating electronic files as needed Run weekly, monthly and quarterly reports. Review and flag accounts needing attention Assist clients with regular account management tasks. Communicate with clients on a regular basis to meet their needs Provide assistance in setting up money links, bank accounts, online access, wires, etc. Engage in further education and training provided by Baker Tilly Wealth Management to be of the utmost support to the wealth advisors and their clients. Other duties as assigned. Qualifications 1 to 3 years of experience in the wealth management/financial planning/advisory/consulting industry or related industry (including, but not limited to, tax planning, insurance, impact investing, or retirement planning). Working knowledge of markets, investment strategies and products, insurance, and financial planning a plus. Analytical and organizational skills are needed to meet deadlines and solve client administrative needs. Excellent organization, time management, communication and interpersonal skills, and ability to take immediate ownership of his/her work. High level of confidentiality required. A solid mastery of Microsoft Office Suite (emphasis on Excel spreadsheets).

Requirements

1 to 3 years of experience in the wealth management/financial planning/advisory/consulting industry or related industry (including, but not limited to, tax planning, insurance, impact investing, or retirement planning).
Analytical and organizational skills are needed to meet deadlines and solve client administrative needs.
Excellent organization, time management, communication and interpersonal skills, and ability to take immediate ownership of his/her work.
High level of confidentiality required.
A solid mastery of Microsoft Office Suite (emphasis on Excel spreadsheets).

Nice To Haves

Working knowledge of markets, investment strategies and products, insurance, and financial planning a plus.

Responsibilities

On-boarding new client relationships.
Request needed information in order to prepare onboarding paperwork
Populate all new client applications and maintenance forms
Gather all required electronic signatures
Maintain client/account files in Orion.
Confirm all data for each account opened is correct
Assist with ongoing money movements
Confirm trades placed by advisors are fully executed
Providing support to wealth advisors in their role of serving clients including but not limited to scheduling meetings, preparing paperwork and updating electronic files as needed
Run weekly, monthly and quarterly reports.
Review and flag accounts needing attention
Assist clients with regular account management tasks.
Communicate with clients on a regular basis to meet their needs
Provide assistance in setting up money links, bank accounts, online access, wires, etc.
Engage in further education and training provided by Baker Tilly Wealth Management to be of the utmost support to the wealth advisors and their clients.
Other duties as assigned.