Minkoff Wealth Partners is an award-winning boutique private wealth advisory practice with offices in San Francisco and San Rafael, CA. As one of the top franchises within our broker- dealer, we work with high-net-worth individuals, families, and small businesses by providing financial planning and wealth management.
We are seeking an Executive Assistant resource to support our Chief Investment Office and assist in managing the compliance, trading, and day to day operational needs of our investment department. This role provides critical support to our Chief Investment Officer and will service our entire client base. In this essential role, you will be performing administrative tasks to ensure the Investment department run seamlessly.
Responsibilities Will evolve over time to meet the needs of the practice and include a mix of the following:
Administrative support to portfolio tracking and model portfolio updates to set up CIO for investment analysis
Manage investment related compliance reporting and deliverables
Execute appropriate trades and client financial transactions to align with proposed portfolio strategies - optional
Administratively support investment operations as it relates to model portfolios: update trading system and tracking tools
Aid in the management and adjustments of clients' portfolio structure
Aid in the collecting of data for held away portfolios
Construct and maintain investment performance reports
Prepare charts, graphs and other visual aids to be used in client meetings
Administrative support for CIO following changes to strategic investment related projects, such as deploying new tools, updating client investment data, and periodic account analysis
Skills & Competencies
Strong organizational skills, ability to prioritize a diverse workload while multi-tasking and taking initiative in daily responsibilities
Proven experience in an administrative or support role that includes project managing improvement of processes.
Effective time management - punctuality and ability to adhere to time sensitive
Positive attitude and readiness to constantly learn and grow with the practice
Strong work ethic, team player, and high degree of professionalism
Ability to adhere to rules & regulations as stated and required by Ameriprise and Advisor
3+ years of relevant experience
Strong understanding of managing workflow and exceptional administrative skills
A general understanding of investments and finance
High functioning knowledge of Excel is a must
Prior financial service industry experience preferred
Series 7, Series 66 is preferred, but not required
About Our Company
With the right company, life can Be Brilliant??. At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial and we can Be Brilliant?? together.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.