FINANCIAL INVESTMENT ASSISTANT

FINANCIAL INVESTMENT ASSISTANT

Firm Summary

At Warther Consulting, we successfully assist the high net worth and affluent individual and business client, in all areas of wealth creation, planning, protection, and transfer. In these times it is imperative that one protect, preserve and enhance their wealth.

We are growing at rapid rates as our clients realize the importance of protecting their wealth and invest in the management of it.

About the Job

The ideal candidate will be a mature, polished professional with initiative, drive and the ability to work independently. Working directly with the Senior Investment Analyst, Insurance Case Designer, Personal Assistants to the Chairperson as well as the Chairperson.

The successful candidate should expect to be involved or responsible for these following duties:

• Assist with current and new customer portfolio reviews & statements
• Maintain and research data with current and accurate research/industry data
• Input data into appropriate illustration/planning software’s and produce reports
• Gather Market data and intelligence to be communicated with Senior analyst
• Demonstrate extensive organization skills through paper trails and follow up
• Ensure effective, efficient and professional follow up and customer service
• Assist with salespersons preparation by creating power point presentations
• Maintains organization’s investment principles and procedures, including compliance with Federal and State licensing procedures
• Responsible for the maintenance and upkeep of customer relationship management system as well as the filing and archiving of historical data

The key challenges of this role are dealing with the complexities of a diverse and busy role, multiple duties, time management and thorough follow through.

Qualities/Attributes/Skills:

• Must be extremely detail-oriented, efficient and possess superior written and verbal communication as well as interpersonal skills.

• Critical thinking capabilities

• Must have the ability to handle multiple projects in a fast-paced environment.

• Ability to multi-task, prioritize and take the initiative to provide support.

• Intermediate to advanced proficiency in excel

• Intermediate Power Point

• Strong interest in markets, understanding of financial planning concepts & terminology

• Organized to deal with constant interruptions and to juggle varied tasks.

• Be extremely flexible to change direction and tasks with out dropping the ball.

• Take on various tasks as necessary showing demonstrating you’re a team player.

• Meticulous attention to detail

• Good time management skills

• Think independently with little guidance and follow instructions

• Take initiative in problem solving and Look for problems before they occur

• Analytical thinker, creative quick learner

• Quick and accurate on numeric pad and keyboard

• Perseverance through follow up, to get the job done accurately and professionally

• Clear, polite and professional phone manner

CONFIDENTIALITY and DISCRETION is a must for this position.