Are you truly service oriented? Do you know how to take care of people? We are looking for someone like this who can provide operational and administrative support to our financial advisors.

Our nationally recognized institutional consulting practice is looking to expand our team. We specialize in delivering fiduciary investment advisory services for the retirement plans of publicly-traded and privately-held organizations. Additionally, our team is expanding its focus by providing fiduciary advisory services to endowments and foundations.

This new team member must be self-motivated, organized and eager to learn the intricacies of our business. This is an opportunity for growth in responsibility and reward with demonstrated solid performance.

Some of the responsibilities include:

• Answering and assisting with individual investor calls
Hosting and contributing to 2-5 conference calls a day with senior management on various topics relating to their corporate retirement plan administration
• Serve as a liaison and negotiator for our clients with third-party vendors
• Create and present custom client investment and benchmarking reports
• Open accounts for new plans and individual investors
• Scan documents on a quarterly basis including investment reviews, EOD, vendor searches, etc.
• Track commissions and client payments
• Send out invoices to clients and vendors
• Create custom meeting minutes for all client meetings
• Manage the team's expense reimbursement
• Provide full-service, comprehensive assistance for a limited number of high net worth clients