- Provide heartfelt support and communication to partners, administration, and all clients.
- Work with partners and team members to help deliver upon client requests.
- Maintain electronic client files.
- Schedule client meetings and prepare reports for those meetings.
- Prepare and process paperwork for client transactions - including opening accounts, address changes, transferring assets, deposits, withdrawals, closing accounts and communicating the status of transactions to clients and advisors.
- Complete and update financial plans for clients. Including gathering all information to complete financial plan and present the financial plan to clients.
- Provide ongoing client account maintenance (e.g. all money requests, checks, wires, ACHs, RMDs, regular periodic transfers, ongoing special client requests).
- Respond to client and advisor requests in a timely manner.
- Manage client gifts and electronically send holiday and birthday cards.
- Notarize documents where applicable.
- Attention to detail and managing workload
- Perseverance in problem-solving.
- Ability to adapt, pivot and learn.
- Experience with Microsoft Office.
- Initiate projects and ask, "How can I help?"
- Ability to learn specialized software with support and guidance.
- Accept feedback, accountability and ownership
- Minimum 3 years of experience in the Finance/Accounting industry
- CPA Required
- Coverage on the first day of employment for Medical, Dental, and Vision insurance
- 401k Matching Plan
- HSA Employer Contributions
- Student Loan Assistance
- Pet Insurance
- FSA Plan
- Paid PTO
- Paid Parental Leave
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Accountant- Wisehaupt Bray Asset Management - Palm Beach, United States - HighTower Advisors
Description
Our Story
As one of the nation's largest Registered Investment Advisors (RIAs), Hightower is an industry-leading financial services firm managing approximately $100B+ in client assets and offering objective wealth management advice. Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of "well-th. rebalanced." Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
Our mission is to consistently build a world-class wealth management firm, providing exceptional results and unequaled service to clients.
What You'll Do
We are seeking a successful Client Service Associate/Wealth Planner who is a multi-tasker at heart, with strong communication shills and a problem-solving mindset that thrives in an evolving organization. Our ideal candidate is coachable, has a willingness to learn, and consistently performs at a high level under variable workloads.
What You'll Bring
The candidate should have strong professional verbal and written communication, and interpersonal skills as well as the ability to motivate self and others to deliver high quality output, possibly within tight timeframes.
What We Offer
AN EQUAL OPPORTUNITY EMPLOYER:Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
