Asset Management Specialist - Richmond, United States - LFT LLC.
2 weeks ago
Description
Role:
Asset Management
Location :
Richmond, VA
Duration:
Fulltime
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:
$65, $75,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
Experience:
- Financial statement preparation: 5 years (required)
Work Location:
On the road
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