Galecki Financial Management · 1 day ago
Asset Management Specialist
Fort Wayne, IN
Full-time
Onsite
Mid Level
3+ years expGalecki Financial Management is a Fee-Only Wealth Management firm known for its welcoming team environment. The Asset Management Specialist will manage client accounts, execute trades, and support financial planners while maintaining client relationships through daily interactions.
AdviceAsset ManagementFinancial ServicesRetirement
Hiring Manager
Chloe Blythe, CFP®
Responsibilities
Set up and maintain client accounts
Compile and complete client, custodian, and firm paperwork
Reconcile account information from custodian
Run daily reporting of transactions and investment activity
Execute account trades
Provide general support for portfolio/investment tasks and special projects
Assist Senior Financial Planners and Staff Financial Planners as needed
Maintain and manage client relationships/respond to client needs
Qualification
Required
At least 3 years of professional work experience
Strong computer skills with proficiency in Microsoft 365 products
Organized, detail-oriented, ability to multi-task
Must be a team player, collaborative, and able to work well with others
Desire and ability to work successfully in a small office environment
Preferred
College degree preferred
Benefits
Life Insurance
Short-term and Long-term Disability Insurance
Health and Dental Insurance
Employer Health Savings Account (HSA) Contribution
Personal paid time off
401(k) plan with company match and elective profit-sharing
Health club membership
Budget for professional and personal continuing education
Company
Galecki Financial Management
Galecki Financial Management renders investment advisory, asset management, taxation, estate, financial and retirement planning services.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase