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Bryn Mawr Trust · 4 days ago

Financial Associate

Berwyn, PA

Full-time

Onsite

Mid Level

3+ years exp

Bryn Mawr Trust, a WSFS Company, provides collaborative wealth management solutions and is seeking a Financial Associate. The role involves delivering high-level service to wealth clients and supporting a team of client-facing professionals with various administrative tasks and client communications.

Asset ManagementBankingFinancial ServicesInsuranceRisk ManagementWealth Management

Responsibilities

Manage multiple time sensitive tasks simultaneously for both internal and external clients. Those tasks include: preparation of account opening and closing forms/paperwork, asset gathering at initial account funding, transferring money, paper and electronic filing

Other administrative tasks include coordinating with Wealth Director, Investment Advisors, and Investment Associates on preparation and mailing, or emailing, of client correspondence, including required disclosures, Investment Policy Statements and account opening paperwork

Master the account opening process for all account types. Be able to prepare account opening paperwork in an efficient manner with Fidelity, Pershing or a like custodian

Track account funding to completion, check all asset information for accuracy (cost basis, acquisition date, tax lots, etc.)

Provide client servicing support to Wealth Director, Head of Retirement Services, and Investment Advisors in the Rehoboth, New Jersey and Boca Raton locations of the BMCM. This service includes cash movement requests, quarterly fee reviews, fee refunds, preparing reports and presentations

Coordinate client meetings for Wealth Director and Investment Advisors and assist in meeting preparation

Be willing and able to systemically tailor client presentation materials to the needs of the client and Wealth Director or Investment Advisor

Serve as first point of contact for high net worth clients, as well as build and maintain those relationships by providing exceptional client service support

Answer the main phone line on a rotating and recurring basis

Provide backup to sort/scan and distribute mail, as needed

Proactively anticipate the needs of the team and help them stay ahead of compliance requirements, internal requests and preparing for meetings

Maintain accurate client data on the Salesforce (CRM), custodial platforms and portfolio management systems

Administer complex and precise processes in support of client needs. Contribute with process improvement ideas

Contribute to Division initiatives (systems conversions, projects, etc.)

General office management duties such as ordering supplies, administrative duties, including the scanning and filing of client materials

Qualification

Client service experienceCustodian platforms knowledgeMicrosoft Office 365Investment principles understandingPortfolio management systemsOrganizational skillsInitiativeCommunication skills

Required

High school diploma required

3-5 years of experience in administrative client service required

Must have general knowledge, understanding and application of custodian platforms and investment principles, securities processing and clearing; portfolio and client management systems

Strong Microsoft Office 365 skills including Excel, Word and Powerpoint and basic numeracy are required

Must be able to juggle priorities, be organized and have an adjustable social style

Must exhibit initiative, and the ability to complete assigned tasks efficiently and with little supervision

Must have no disclosures on Form U-4