Responsibilities
Handling all cash management functions including wire transfers and investment of funds
Interacting with Investment Counselors on client related matters
Speak to clients on a daily basis and attend client meetings
Qualifications Essential for Success
Multifaceted; ability to understand financial concepts
A strong work ethic, the drive to succeed, and outstanding personal initiative
Desire to work in a smaller company
Ability to multi-task and prioritize
Quick learner
Ability to maintain standards of accuracy under pressure
Excellent communication skills; great personality
Reports to: Investment Counselor
Compensation: Percentage-based
Local candidates only please.