Asset Management Specialist - Richmond, United States - ProIT Inc.

ProIT Inc.

Verified Company

Richmond, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Manages client assets according to investment preferences and goals.

Meets with clients to assess asset status, needs, risks, goals and progress.
Prepares financial statements, business activity reports and forecasts.
Develops, organizes and maintains client portfolios.
Studies market trends to maximize profits and identify investment opportunities.
Supervises employees who assist in financial reporting and budgeting.
Coordinates with property managers, brokers and other third parties.
Fosters and maintains positive client relationships.
Assesses financials for legal compliance.
Reviews financial reports to find ways to reduce costs.
Compiles and presents asset management reports to clients, supervisors and senior executives.
Contributes to team efforts by accomplishing related tasks as needed

Pay:
$59, $75,341.23 per year

Benefits:

401(k)
401(k)

matching

Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Retirement plan
Tuition reimbursement
Vision insurance

Compensation package:

Yearly bonus

Experience level:

10 years
11+ years
8 years
9 years

Schedule:

10 hour shift
8 hour shift
Monday to Friday

Work setting:

Office

Application Question(s):

Please Mention your Work Authorization (USC OR GC)
Kindly Mention Current Location OR ZIP Code

Experience:

Investment Management: 9 years (preferred)
- financial Analysis & Reporting: 7 years (preferred)
Client Relationship Management: 7 years (preferred)
Investment Strategy Market Trends: 7 years (preferred)

Ability to Relocate: