No more applications are being accepted for this job
- 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
Deskside Services - Richmond, United States - Diverse Lynx
Description
Job Title: Deskside ServicesLocation: Richmond, VA (Onsite)
Type: Fulltime/Permanent
Job Description: