An asset management organisation that specialises in investing family and household wealth as well as small business pensions, profit-sharing and other retirement plans. The company was established over 20 years ago, to manage and invest the stock and bond allocations for those investors that weren't getting the attention or service from their broker or other investment professional, but that might not be enough for your typical bank trust department, family office or other boutique.
You will come in at an associate level and will have a wide range of responsibilities. You will be responsible for maintaining online marketing databases. You'll be preparing monthly and quarterly client reports. Contribute to completing RFPs and also supporting the Directors in taking notes during client meetings. Alongside your normal day to day duties, you will be a team player and help in other ad hoc tasks.
What you'll need
You will have some experience working within an Asset Management or the Financial Services space. You will have worked on reports and presentations before, and must be willing to learn and develop further. You will be a confident individual in order to work closely with senior members of staff.
What you need to do now
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